美银证券发表报告指，维持对领展(00823.HK) “中性”评级，因为上半年的利息支出较预期好。该行认为领展估值合理，2025财政年度每单位分派收益率为7%，较10年期美国国债收益率高出253基点，与历史平均息差相符。目标价为42元。
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%。另外，人民币转弱可能导致更多香港北上销售外流。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-06 16:25。)
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