《大行》花旗对置富产业信托(00778.HK)超市外多数行业租户销售持积极观点 目标价上调至6元

阿斯达克财经
Mar 11

花旗指,对置富产业信托(00778.HK) 除超市外多数行业的租户销售额及客流量按年改善持积极看法,主要受惠于业务组合更新,去年体验型业务按年增长26%及营销工作。租金调升率压力主要来自超市(预估大幅下调20%至30%,其余2间预计今年重订租金)及地产代理商(按年降幅收窄),预计明年起趋于平稳,因租金趋于正常化,以及餐饮、生活调剂等业务已出现8续租租金上升案例。该行认为,该信托凭借83%的稳健续租...

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