智通财经APP获悉，花旗发布研报称，维持太古地产(01972)“买入”评级，目标价由23.8港元上调至28.8港元，较资产净值折让45%。
花旗相信太古地产对中单位数每股股息增长的承诺，基本面受以下因素支持：1)中国内地零售同店销售增长强劲带动正租金调升率，受惠于租户更新及资产升级以夺取市场份额; 2)新投资物业方面，2026至2027年预测总建筑面积同比增长27%及40%，透过租赁协同效应带动租金上行; 3)强劲资产负债表方面，资产负债比率15%，具充足灵活性支持其1,000亿元战略投资计划的资本开支; 4)2026及2027年预测盈利增长，受租金温和上升及可观发展物业入账带动。
该行认为此等利好因素可缓冲香港写字楼在2026及2027年预测面对新市场供应竞争而录得的负租金调整的影响。在规划有序的财务总监继任安排下，该行预期将有一致的资本配置策略，以创造长期价值。
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