高盛:降领展房产基金(00823)目标价至51.1港元 维持“买入”评级

智通财经
Sep 09, 2025

智通财经APP获悉,高盛发布研报称,将领展房产基金(00823)目标价由53.1港元微降至51.1港元,维持“买入”评级,并将2026财年至2028财年的每股盈利预测下调3%至6%,最新料2026财年租金下降2%,而先前预期为持平。该行指,主要风险包括香港零售业务表现逊预期,导致租金调整幅度低于预期,以及因资产组合结构趋于复杂可能引发估值降低等。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10