《大行報告》法巴上調領展(00823.HK)合理值至83元 評級「買入」
法巴發表研報指,領展(00823.HK)宣布以22億新加坡元收購兩項新加坡商業物業,基於該收購將領展的合理價值預測從每股82元上調至83元,對該交易看法積極,認為是具有良好基本面的優質資產,可加強領展的防守性資源。
交易預計將於今年3月底完成,法巴將新資產的租金貢獻和管理費用收入計入2024年3月底止財政年度,相應將2024財年的可分派預測上調至每單位3.27元。
該行又指,交易符合領展的多元化發展戰略,收購完成後預期投資組合總值將增至2,460億元,其中新加坡資產佔5%,香港仍為核心市場,佔總資產組合價值的70%以上,憧憬香港重新開放,給予「買入」評級。
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