瑞银发表报告指，领展(00823.HK) 旗下香港租户销售可能在2026/27财年见底，该行调查以及对深圳和香港零售物业供应的分析，加上DFI零售集团的业绩评论显示，北向消费趋势正在稳定。该行将领展目标价由37.4元升至41元。评级由“中性”升至“买入”。
该行预测领展香港租户销售增长将在2026/2027财年转正，增长介乎1至2%，此前2025财年预计下降3%。结合香港政府计划审查交通违规固定罚款后停车场收入加速增长，预测领展的每单位分派跌势将在2026财年后企稳。另外，将房地产信托基金(REITs)纳入沪深港通的潜在推出可能带来正面影响。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-24 12:25。)
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