《大行》摩通:太古地产(01972.HK)朝正确方向发展 评级“增持”

阿斯达克财经
Aug 10

摩根大通发表报告指,太古地产(01972.HK) 上半年业绩显示,各主要业务板块均朝着正确方向发展,其中香港写字楼表现亦较预期为佳。报告指出,内地零售物业占太古地产租金收入约40%,上半年租户销售额按年增长23%,主要由上海兴业太古汇(按年升82%)及北京三里屯太古里(按年升63%)带动;即使剔除上述两个项目,平均租户销售额仍按年增长10%,跑赢整体市场仅1%的按年增幅。香港方面,令人鼓舞的是,...

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