《大行》中金:领展(00823.HK)香港零售物业经营压力延续 降目标价至43元

阿斯达克财经
Yesterday

中金研究报告指出,领展(00823.HK) 公布去年12月底止2026财年三季度营运数据,显示公司区域资产表现持续分化,包括位于香港的零售物业经营压力犹存,虽然香港的零售物业出租率维持在97%的健康水平,但受消费趋势变化及电商冲击,续租租金调整率录得跌7.5%,较2026财年年中的跌6.4%进一步下滑。而位于内地的物业出租率良好,但办公物业租金水平仍有承压。海外市场表现较为强劲。考虑公司位于香港的...

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