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《大行報告》花旗下調太古地產(01972.HK)目標價至23.1元 評級「買入」
花旗發表報告指,太古地產(01972.HK)香港和內地商場組合復甦,支持每股股息達至中單位數增長。重申「買入」評級,因集團在港島東擁670萬平方尺物業組合,在該行看淡寫字樓前景下,相信應較其他中環寫字樓項目更具防禦性;內地商場在2022財年受到不同程度的疫情封控措施影響,2023財年應帶來強勁貢獻;及正在興建的投資物業項目將在今年後帶來額外的租金收入。 花旗預計,太古地產2023至2025財年將實現中單位數每股股息增長。基於較每股資產淨值折讓55%不變,該行將目標價由23.5元降至23.1元。
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