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《大行》大摩料領展(00823.HK)續租租金負增長幅度擴大 全年派息或下跌
摩根士丹利研究報告指，領展(00823.HK)公布出售其在新加坡零售物業Swing By@Thomson Plaza的權益，作價2.5億新加坡元，較公允值有所溢價。該行認為，領展更大機會進行股份回購，並料2026年將有更多資產處置。大摩表示，雖然今年首兩個月領展的零售銷售強勁，但仍對大眾零售持審慎態度，因受到網購加速及中國電商進一步滲透所打擊。因此，即使租戶...
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《大行》大摩料領展(00823.HK)續租租金負增長幅度擴大 全年派息或下跌
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摩根士丹利研究報告指，領展(00823.HK)  +0.700 (+1.848%)    Short selling $68.34M; Ratio 10.841%   公布出售其在新加坡零售物業Swing By@Thomson Plaza的權益，作價2.5億新加坡元，較公允值有所溢價。該行認為，領展更大機會進行股份回購，並料2026年將有更多資產處置。

大摩表示，雖然今年首兩個月領展的零售銷售強勁，但仍對大眾零售持審慎態度，因受到網購加速及中國電商進一步滲透所打擊。因此，即使租戶銷售改善，該行仍預期續租租金負增長幅度將由2026財年首9個月的7.5%，擴大至全財年的8.5%；2026財年每基金單位分派可能下跌約8%至2.52港元。該行現予目標價37港元及「與大市同步」評級。(ss/w)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-10 16:25.)

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