星展:予领展房产基金“买入”评级 目标价上调至41.65港元

新浪港股
27 Mar
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  星展发布研报称,领展房产基金(00823)香港零售投资组合在首九个月转入负增长。截至去年12月,零售组合的平均每月租金按季下跌0.6%至每平方呎64.1港元。不过,由于租户销售额下降及占用成本比率已呈现回稳迹象,短期内应可限制租金进一步下调的风险。另外,集团正式成立领展房地产投资,以作为新的业务线。该行将集团目标价由41港元上调至41.65港元,续予“买入”评级。

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