智通财经APP获悉,领展房产基金(00823)跌超4%,截至发稿,跌4.34%,报36.4港元,成交额4.71亿港元。
消息面上,领展房产基金昨日公布截至今年9月底止中期业绩,可分派总额同比增加4.3%至34.76亿港元。每基金单位分派同比增加3.7%至134.89港仙。期内,收益及物业收入净额分别同比增加6.4%及5.8%至71.53亿港元及53.59亿港元,主要来自于2月收购上海七宝领展广场额外50%权益后,该资产全面综合入账,以及大部分营运市场之表现均有所改善。
美银证券指出,领展中期每单位分派超预期。该行认同领展的基础因素具韧性,但美国大选结果可能对领展的短期表现带来负面影响,因该行预期10年期美国国债交易区间将由近期的3.5至4.25%升至4.25至4.75%。里昂则认为,虽然特朗普第二任美国总统任期可能带来不明朗因素,但相信减息环境有利于执行领展3.0策略。
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