小摩：降领展房产基金(00823)评级至“中性” 目标价下调至38港元

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智通财经APP获悉，摩根大通发布研报称，对领展房产基金(00823)评级由“增持”降至“中性”，但认为股价下行空间或受到6.3%的预测2027财年股息率支持。目标价由48港元降至38港元。领展管理层在9月底止中期业绩发布会上的语调比预期更为审慎，称下半年经营环境将略为恶化后才见底。虽然该行原本预计全财年续租租金为中单位数百分比负增长，但如今预计2026财年下半年续租租金跌幅将恶化至高个位数百分比，...

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