大摩:列领展房产基金(00823)为香港地产行业首选股 目标价48港元 重申“增持”评级

智通财经
10 Jul

智通财经APP获悉,摩根士丹利发布研报称,领展房产基金(00823) 将显著受惠于 REIT 互联互通,原因包括其为香港流动性最高且最有名的REIT,且收益率达6.2%,高于C-REITs平均的5%等。该行认为领展对内地投资者具吸引力,料REIT互联互通于今年内落实,对领展是正面催化剂。该行重申“增持”评级,维持目标价48港元,列为香港地产行业首选。

另外,香港零售销售回稳,结束连续14个月的同比跌势,有助支持领展物业组合的表现,其整体占用成本维持于13%的健康水平,租赁策略亦具灵活性。再者,领展3.0战略正在执行中,有助带来新的费用收入及潜在的S-REIT发行。

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