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《大行報告》里昂下調領展(00823.HK)目標價至42元 評級維持「跑贏大市」
阿思達克 11-09 10:42
里昂發表報告指,領展(00823.HK)中期業績符預期,每基金單位分派(DPU)按年跌16.4%,受到股份稀釋影響;隨著內地及香港經濟放緩,預料領展未來數年錄得低單位數的自然增長,以及穩定的收益率。 即使管理層提及重啟基金單位回購,或短期內改善市場情緒,但該行相信,其股價與美國國債債券收益率關連度更高。該行將其目標價由50.6元下調至42元,維持其評級為「跑贏大市」。
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