大行评级丨大摩:领展下半财年表现或较上半年差,目标价44港元

格隆汇
7 hours ago
摩根士丹利发表研报指,领展2027财年首季(2026年6月底)整体商户销售同比下跌1%。管理层料2027财年上半财年(2026年9月底)香港物业续租租金同比下跌5%,较2026财年全年的8.2%跌幅及2026财年上半年的6.4%跌幅有所改善,但仍维持全财年续租租金同比下跌8%的指引不变,意味下半年表现将较上半年更差。大摩指,领展每年2亿港元的成本削减计划进展良好,透过削减成本及股份回购,2027财年每基金单位分派有望同比持平,融资成本维持3.4%。安达臣道项目已预租80%,计划于今年10月开业,大摩预期可为2028财年租金收入带来支持,给予“增持”评级,目标价为44港元。

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