大行评级 | 花旗:上调置富产业信托目标价5.6%至7.5港元 收益率吸引
格隆汇3月3日丨花旗上调置富产业信托(0778.HK)目标价5.6%,由7.1港元升至7.5港元,维持“买入”评级,预期今年公司续租租金调升率会转正,惟同时每基金单位分派或仍会微跌,由于较高的利息支出。花旗指出,置富产业信托物业组合稳定,以及预期持续受惠于较高的GDP下本地零售复苏,及通关后的生意额增长,惟预期今年盈利仍受较高的利息成本及零售收入未会大幅攀升影响。但2024年而言,因预测其时利息支出较低,绩租租金表现潜在正面因素,料届时每基金单位分派录得9%增长。该行指出,2023年公司每基金单位分派收益率约6.3%,属吸引水平,由于较高的续租租金预测,上调公司目标价。该股现报6.91港元,总市值138亿港元。

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