摩根大通指，领展(00823.HK) 在缄默期前举行电话会议，纾缓投资者两大忧虑。第一为续租租金在2025财年上半年温和上调，对比原来指引为“持平”。第二为租户销售在2025财年第二季，即今年第三季(7月至9月)出现改善。
该行重申预测领展2025财年上半年每单位分派最少温和增长的观点(将会于11月初公布)，并指目前6.7厘单位息率仍然吸引。基于本地必须类零售销售持续温和改善，相信领展的价值将会逐渐获得重估。
该行更新无风险利率假设，对领展目标价由42元上调至45元，维持“增持”评级。(fc/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-03 16:25。)
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.