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港股异动丨领展房产基金(0823.HK)大涨7.54% 多家机构唱多
格隆汇 11-10 14:30
格隆汇11月10日丨领展房产基金(0823.HK)大涨7.54%,报67.75港元,股价创近4个月以来新高,总市值1397亿港元。领展房产基金昨日公布中期业绩,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。高盛发表报告,升领展目标价1%至80港元,给予“买入”评级。瑞信则表示,虽然未来仍有不确定性,但仍认为领展的物业组合具防守性,而每基金单位分派也会为其股票带来支持,将其目标价由原来的91元微调至90元,维持“跑赢大市”投资评级。

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