大摩:王国龙退任助消除市场对继任计划的担忧 维持领展房产基金(00823)目标价48港元

智通财经
Jul 23, 2025

智通财经APP获悉,摩根士丹利发布研报称,维持领展房产基金(00823)目标价48港元及“增持”评级。鉴于其高收益率(6.2%)、预期美国利率下调、潜在的南向连接以及新加坡房地产投资信托基金的增值业务分拆,大摩将领展评为其首选股。

领展房产基金管理人领展宣布,CEO王国龙将于明年6月退休,此前服务公司16年。王国龙在领展的成长中发挥重要作用。此举将有助于消除市场对继任计划的担忧,并可能促成一项新的策略来实施3.0版及更高版本的政策。

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