摩根士丹利发表报告，下调对太古地产(01972.HK) 今明两年盈利预测16%至27%，反映对公司去年业绩后最新的零售销售、租金和出租率假设。同时将每股股息预测上调6%至10%，反映中期单位数的渐进式股息增长，得到核心投资物业组合、非核心资产处置及中国发展项目销售收益的现金流支持。该行把太古地产目标价由16元上调至18元，为2025年资产净值折让55%，低于长期历史平均值一个标准差，因该行认为办公室市场仍存在供需失衡。
该行亦对领展(00823.HK) 2025至27财年盈利预测基本保持不变，每单位分派料增长0.3%至0.9%，反映最新的零售销售、租金和出租率假设。目标价由41元上调至48元，基于2025财年每单位派息及略低于长期平均股息收益率差1.5%，假设美十年期国债收益率4%。该行重申对领展“增持”评级，认为领展是美息下行周期及潜在纳入港股通的主要受惠者。(fc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-19 16:25。)
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