大摩:维持太古地产(01972.HK)“增持”评级 目标价降至28港元

智通财经
Aug 21
【大摩:维持太古地产(01972.HK)“增持”评级 目标价降至28港元】智通财经APP获悉,摩根士丹利发布研报称,维持太古地产(01972.HK)“增持”评级,看好香港写字楼基本面改善,供应高峰料在2026年出现;中国商场零售销售具韧性,并受惠于免税购物及入境旅游趋势;来自中国新投资物业的经常性收入增长、资本循环计划及强劲的资产负债表,均有望抵销下行风险。下调目标价3%,由29港元降至28港元,基于修订后资产净值预测维持30%折让率,较2011年以来的历史平均水平高一个标准差。资产净值上升主要来自较低的净负债,部分被中国写字楼及香港物业发展项目资产净值下降所抵销。

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