摩根大通发表研报指,领展(00823.HK) 公布了2026财年首九个月(即2025年4月至12月)的营运数据。虽然香港商场的租户销售额略有改善,但仍逊同期香港必需消费品零售销售额。租金回报率扩大至负7.5%,符合之前高单位数百分比下跌的指引。 摩通表示,鉴于领展在香港投资组合以生活必需品为主,且跨境电商的渗透率不断提高,预计领展的租户销售额短期内不会出现显著好转。管理层预计,由于即将到期的租约是...
Source Link摩根大通发表研报指,领展(00823.HK) 公布了2026财年首九个月(即2025年4月至12月)的营运数据。虽然香港商场的租户销售额略有改善,但仍逊同期香港必需消费品零售销售额。租金回报率扩大至负7.5%,符合之前高单位数百分比下跌的指引。 摩通表示,鉴于领展在香港投资组合以生活必需品为主,且跨境电商的渗透率不断提高,预计领展的租户销售额短期内不会出现显著好转。管理层预计,由于即将到期的租约是...
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