《大行報告》花旗:領展(00823.HK)中績符預期 料全年度每基金單位分派將觸底 重申為首選
花旗發表報告指,領展(00823.HK)中期業績符合該行及市場預期,中期每基金單位分派130.08仙,按年減少16.4%,主要因為對上財政年度末完成供股後的攤薄效應所致。以今日(8日)中午收市價計算,年度化股息率約6.8%。該行認為領展的資產組合具有韌性,在美國聯儲局利率接近見頂下,相信在2024財年每基金單位分派將會見底。領展亦於業績報告提及,會適時進行回購。維持「買入」評級,重申為首選,目標價61.4元。
領展中期收入按年升11.3%至67.25億元,相當於該行全年預測136.8億元的49.2%,租金收入升幅主要來自新收購的新加坡資產,以及香港市場的強勁表現。期內香港零售業務續租租金上調8.7%,符合指引。
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