星展报告指，冠君产业信托(02778.HK) 2024年及2025年提供分派息率为8.8厘及7.7厘，转换为4.2厘及3.1厘的收益率利差。该行下调对其目标价，由1.89元降至1.79元，维持“持有”评级。
该行指，写字楼供应高企及疲弱租务需求，应继续对花园道3号及朗豪坊办公大楼复归增长构成压力，两者贡献该房托去年上半年68%物业收益净额，有关情况将影响该房托的每单位派发展望，继而影响房托价格表现。
该行预测花园道3号及朗豪坊办公大楼今年的复归增长率见负，拖累房托的办公室租务收入。朗豪坊商场料录租务收入减少，因电影院营运商更换影响商场租务复苏，所有因素均指向未来租务收入下降。(fc/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-22 12:25。)
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