瑞银:太古地产(01972.HK)若设房托基金可推高估值 目标价上调至26.1港元

智通财经
Aug 15
【瑞银:太古地产(01972.HK)若设房托基金可推高估值 目标价上调至26.1港元】智通财经APP获悉,瑞银发布研报称,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港元上调至26.1港元,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。

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