海通国际发表研报指，领展(00823.HK) 9月底止中期每单位分派(DPU)按年升3.7%，较该行预期高4%。
海通国际提及，领展位于中国内地投资组合净物业收入按年升38%，主要受其零售及物流资产推动。至于新加坡、澳洲等海外零售物业组合均录得高出租率，惟英国办公室仍面临压力。该行亦认为，领展的本港零售租户表现优于整体零售销售表现。虽然两者均于上半财年录得按年下跌，但领展的租户销售跌幅低于香港整体市场。
海通国际表示，考虑到领展2025财年上半年租金复苏情况好于先前估算，故将其2025至2026财年利润预测，分别提高4%及2%；2025至2027财年各年各基金单位分派(DPU)预测，分别为2.7元、2.81元及2.86元。海通国际将领展目标价由43.2元上调至44.9元，维持“优于大市”评级。(js/da)(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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