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《大行報告》摩通升領展(00823.HK)評級至「增持」 目標價上調至53元
阿思達克 01-03 10:46
摩根大通發表研究報告指,領展(00823.HK)去年表現跑輸大市,較恆指落後19%,對比本地地產股亦遜17%,相信主要由於供股的影響,以及早前美國債券收益率的上升所致。 摩通指,隨着降息預期可能實現,領匯過去兩個月表現出色,預期向好趨勢將在今年全年持續。該行解釋,領展是在區內股息率(6.2%)最高的大型房地產投資信託基金之一,在其他本地收租股可能錄得租金下跌時,領展預期仍有可能出現正增長。 摩通將領展的投資評級從「中性」上調至「增持」,並將目標價從39元上調至53元,預期其今年表現會跑贏。
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