摩通发表研究报告指，据港交所文件显示，首席执行官王国龙售出领展(00823.HK) 100万股，约0.04%股份，这是自2023年8月以来首次沽售。该行指，从历史来看，股价反应一直较为温和。若如果股价反应负面， 将建议低位买入，因为香港的日用百货零售额呈现稳定迹象。
该行指，潜在纳入互联互通将是另一个催化剂，领展的基金单位价格与美国10年期国债孳息率密切相关，但认为，如果有更多数据表明香港主要零售销售稳定，收益率差距可能会收窄。该行给予领展目标价为43元，评级为“增持”。(ca/u)
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