《大行》高盛:领展(00823.HK)首三个财季香港零售租金检讨负增长扩大至7.5% 维持“中性”评级

阿斯达克财经
Mar 17

高盛发表研究报告指出,领展(00823.HK) 公布截至2025/26财政年度首九个月(截至去年12底止九个月)营运更新数据香港租户销售跌幅轻微收窄至1.5%,惟租金检讨负增长扩大至7.5%。领展香港物业组合的租户销售略有改善,九个月期间按年跌幅收窄至1.5%,主要由中式餐馆等租赁需求增加带动餐饮类别轻微增长。另一方面,超市及食品类别销售则放缓至按年下跌0.4%。整体销售继续落后于香港整体零售市场...

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