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《大行》高盛:領展(00823.HK)業績符合預期 升目標價至48元
阿思達克 05-28 10:22
高盛研究報告指,領展(00823.HK)3月底止2025財年列賬淨虧損89億元,撇除租賃物業減值損失158億元,基礎利潤按年增長13%至70億元,符合該行及市場預期。展望2026年,管理層承認續租租金持續面臨挑戰,不過整體佔用成本爲13%、租戶續租率超過80%,以及其他多項KPI,仍反映其投資組合的可負擔性。領展將優先考慮維持出租率,預料續租租金將出現低至中單位數負增長。該行將2026至27財年的每基金單位盈利預測上調1%,目標價由46元升至48元,維持「買入」評級。
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