花旗发表研究报告指，将太古地产(01972.HK) 目标价从19.35元升至22.2元， 每股资产净值预测由原先的48.38元升至49.33元，原因包括公司6月出售迈阿密零售物业及5月出售办公用地后，净负债减少；尽管营业租金下降，内地零售业出现轻微正向回升，零售销售动能改善；香港零售业下跌幅度收窄。
此外，花旗鉴于太古地产今年迄今约有50亿元的资本回收，认为其现金流充足，有利于提高股东回报。花旗凭借太古地产约5.9%的良好股息率，对该股维持“买入”评级。另预期公司有可能宣布新一轮回购计划，因其资本回收后现金流充裕。
花旗认为，太古地产最主要的下行风险包括鲗鱼涌办公室租金增长不及预期，以及游客人数和消费低于预期，因太古地产组合亦依赖内地消费者。国内生产总值(GDP)增长放缓亦可能对办公室需求带来负面影响。(hc/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-10 16:25。)
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