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《大行報告》匯豐研究下調領展(00823.HK)目標價至59.8元 評級「買入」
阿思達克 04-17 11:06
匯豐研究發表研究報告指,領展(00823.HK)於今年2月供股集資188億元後,資產負債表更為強勁,負債率由27%降至20%。另外,集團的輕資產相關新舉措將帶動未來增長。隨著其香港零售組合和收購項目的營運改善,相信每基金分派將有良好的可見性,又預計債券收益率下降可能有利於其股價。該行維持公司「買入」評級,目標價由70元下調至59.8元。 該行表示,將集團2023至25財年的每基金分派預測下調8.9至11%,以反映供股、較低的利息支出以及新加坡最新項目收購的影響。
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