Tiger Brokers

大行评级｜小摩：维持太古地产“增持”评级，主要业务板块均朝着正确方向发展

格隆汇
Aug 10
摩根大通发表报告指，太古地产上半年业绩显示，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%，上半年租户销售额同比增长23%，主要由上海兴业太古汇(同比升82%)及北京三里屯太古里(同比升63%)带动；即使剔除上述两个项目，平均租户销售额仍同比增长10%，跑赢整体市场仅1%的同比增幅。香港方面，管理层看到强劲的租赁势头及太古广场的实时租金正在改善，摩通预期太古广场的租金调整将于2027财年回稳。 该行预测，太古地产2026财年经常性基本溢利将同比增长31%，主要受香港及上海住宅项目交付带动；2027及2028财年盈利增长将分别放缓至4%及7%。该行维持太古地产“增持”评级，目标价30港元，较资产净值折让40%，仍然是首选之一。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10