大摩：列领展房产基金(00823)为香港地产行业首选股目标价48港元重申“增持”评级

智通财经2025-07-10

智通财经APP获悉，摩根士丹利发布研报称，领展房产基金(00823) 将显著受惠于 REIT 互联互通，原因包括其为香港流动性最高且最有名的REIT，且收益率达6.2%，高于C-REITs平均的5%等。该行认为领展对内地投资者具吸引力，料REIT互联互通于今年内落实，对领展是正面催化剂。该行重申“增持”评级，维持目标价48港元，列为香港地产行业首选。另外，香港零售销售回稳，结束连续14个月的同比...

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大摩：列领展房产基金(00823)为香港地产行业首选股 目标价48港元 重申“增持”评级

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大摩：列领展房产基金(00823)为香港地产行业首选股目标价48港元重申“增持”评级