摩根大通研究报告指,太古地产(01972.HK) 业务重拾增长进展良好,内地及香港零售业务和住宅业务均见改善。虽然写字楼市场仍然充满挑战,管理层表示随着查询量增加,预计今年租金负增长幅度将开始收窄。该行维持太古地产为行业首选之一,因公司的内地零售业务有望进一步改善,且股息确定性高,料有中单位数增长;若有重大资产出售,潜在派发特别股息提供上行空间。另外,随着内地新商场入账及贡献,盈利增长重拾动力,...
Source Link摩根大通研究报告指,太古地产(01972.HK) 业务重拾增长进展良好,内地及香港零售业务和住宅业务均见改善。虽然写字楼市场仍然充满挑战,管理层表示随着查询量增加,预计今年租金负增长幅度将开始收窄。该行维持太古地产为行业首选之一,因公司的内地零售业务有望进一步改善,且股息确定性高,料有中单位数增长;若有重大资产出售,潜在派发特别股息提供上行空间。另外,随着内地新商场入账及贡献,盈利增长重拾动力,...
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