金吾财讯 | 交银国际发研报指，该行参加了领展(00823)静默期前简报会，截至6月30日，中国香港零售及写字楼出租率维持高位，分别为97.5%及99.2%，而澳洲及新加坡零售出租率分别达99.5%及98.4%，管理层预期香港零售续租租金可录得低个位数的上调，而中国内地资产大致保持穏定。领展预料利息支出会续渐回落，为进一步的并购创造更利好的环境。截至2024年3月底，领展净负债比率为19.8%，公司认为有空间提高比率至不高于30%，相等于约240亿港元的额外债务或超过300亿港元的收购额。该行看到领展的业务保持平稳，租金有望轻微上升，加上降息的周期已经开始，未来进一步降息将有助提升股息收益。该行维持领展的买入评级，目标价维持47.70港元。
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