里昂发表研究报告指,恒隆地产(00101.HK) 去年度业绩大致符合预期,管理层表明“恒隆V3”模式对现有旗舰资产采用存量优化的低资本开支扩张模式,配合正进行的去杠杆计划,旨在推动更快速的租金增长。恒隆中国零售物业的租户销售额在2025年下半年录得强劲增长,主要由非奢侈品类别带动。里昂收窄了对其每股资产净值的预期折让幅度,并将目标价从7.7元上调至9.2元,以反映租户销售表现正面对固定续租租金潜在...
Source Link里昂发表研究报告指,恒隆地产(00101.HK) 去年度业绩大致符合预期,管理层表明“恒隆V3”模式对现有旗舰资产采用存量优化的低资本开支扩张模式,配合正进行的去杠杆计划,旨在推动更快速的租金增长。恒隆中国零售物业的租户销售额在2025年下半年录得强劲增长,主要由非奢侈品类别带动。里昂收窄了对其每股资产净值的预期折让幅度,并将目标价从7.7元上调至9.2元,以反映租户销售表现正面对固定续租租金潜在...
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