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大和:维持领展(0823.HK)84港元目标价 重申买入评级
格隆汇 11-10 13:28

领展房产基金(0823.HK)昨日公布中期业绩,可分派收入总额按年跌1.5%至29.21亿港元,每基金单位中期分派141.65仙,按年微增0.1%。大和发表研究报告指,公司的营运表现稳健,相信当经济环境改善时,每单位可分配收入有望重拾升幅,鉴于本财年上半年的困难环境,认为其续租率下跌2.6%并没有大问题,维持目标价84港元,重申买入评级。

大和预料,香港零售市场正进入改变阶段,租户及零售销售将会重新分配,社区商场或吸引更多零售商进驻,又指公司资产负债表强劲,并拥有充足的财政资源去寻求投资机会及进行回购,亦留意到期内租金收缴率逾95%,显示其业务稳健。

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