《大行報告》中金:領展(00823.HK)業績穩健 配置價值料進一步顯現
中金發表報告,指領展(00823.HK)2022財年業績大致符合市場預期,上調2023財年每單位可分配收入預測1%至3.18元,主要反映收入上升預期,並引入2024財年每單位股利預測3.36元,維持「跑贏行業」評級和目標價84元,認為配置價值料進一步顯現。
中金指,香港度過了疫情防控最嚴格的階段,居民消費處於回升通道,預計香港的資產表現將回暖。此外,鑒於境內本輪疫情得到有效控制,預計內地資產後續也將進入更為穩健的經營階段,整體上認為2023財年公司物業組合的同店增速將好於過去兩年,並預期若干收購項目將於2023財年第二季度完成交易,並開始貢獻報表收入。
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