瑞银发表研究报告指，太古地产(01972.HK) 若能设立私募房地产信托基金(REITs)，将可开拓资产循环新渠道，有助改变投资者对公司的看法，相信市场可能会愿意为新增私人REITs渠道给予更高估值。该行对其资产净值(NAV)折让由原先50%收窄至45%，相应将目标价由原先23元上调至26.1元，维持“买入”评级，并将2025至2027年盈利预测上调1%至2%，以反映人民币升值。
瑞银指出，太古地产自2018年以来累计处置资产规模达580亿元，相对公司目前市值为约1,210亿元，展现出拥有卓越的资本循环能力，公司早前承诺的1,000亿元投资计划已累计投入约67%，相信资产循环将为深圳福田及香港金钟等新项目提供更大发展空间。该行又指，若分拆资产设REITs，将有助于太古(00019.HK) 降低杠杆，亦可为公司创造经常性费用收入。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-14 16:25。)
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