智通财经APP获悉,里昂发布研报称,领展房产基金(00823)若被纳入互联互通计划,将可扩大内地投资者基础、提升市场流动性,并支持更高估值;重申“跑赢大市”评级,目标价由45港元上调至50.5港元。
里昂预期领展每单位分派将有所增长,主要受新加坡与澳洲市场强劲表现支撑,有助抵销香港及中国内地持续面临的挑战。集团行政总裁王国龙即将退休的影响有限,因该投资组合长期由经验丰富的专业团队管理。 领展的策略仍然明确,公司将拓展为跨资产类别及跨地区的多元化租务营运商,同时寻求合作伙伴主导的增长机会。
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