花旗发表研究报告,认为置富产业信托最坏时刻已过,上调对其预测,最新料2025及26年每单位分派按年升1%及持平,基于零售销售及客流量自次季起回稳,周期性因素或带动下半年出现温和增长。集团的浮动利率债务占比为50%,若HIBOR维持约1%,融资成本有望于2025年底进一步降至约3%。此外,出租率达95%保持韧性,租户续约率亦达82%;如透过租户组合调整及资产提升工程,或有上行空间。该行维持对其“买入”评级,目标价由4.6港元上调至5.56港元。
花旗发表研究报告,认为置富产业信托最坏时刻已过,上调对其预测,最新料2025及26年每单位分派按年升1%及持平,基于零售销售及客流量自次季起回稳,周期性因素或带动下半年出现温和增长。集团的浮动利率债务占比为50%,若HIBOR维持约1%,融资成本有望于2025年底进一步降至约3%。此外,出租率达95%保持韧性,租户续约率亦达82%;如透过租户组合调整及资产提升工程,或有上行空间。该行维持对其“买入”评级,目标价由4.6港元上调至5.56港元。
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