花旗发表研究报告指出,越秀房产信托基金(00405.HK) 透过出售资产、降低派息比率及去杠杆以降低融资成本,以应对租金压力,该行认为投资者可能感到失望。原因包括1)2025年下半年派息比率再次下调至90%,而市场期望一致的派息政策;2)以与越秀房托以2021年10月购入越秀金融大厦时相同的价格出售该物业50%权益,但并未出售其他物业;3)(广州及杭州)写字楼出租率及租金尚未回稳。尽管2026年...
Source Link花旗发表研究报告指出,越秀房产信托基金(00405.HK) 透过出售资产、降低派息比率及去杠杆以降低融资成本,以应对租金压力,该行认为投资者可能感到失望。原因包括1)2025年下半年派息比率再次下调至90%,而市场期望一致的派息政策;2)以与越秀房托以2021年10月购入越秀金融大厦时相同的价格出售该物业50%权益,但并未出售其他物业;3)(广州及杭州)写字楼出租率及租金尚未回稳。尽管2026年...
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