晨星: 领展房产基金(00823)中港零售租合表现弱合理估值每单位45港元全年股息率料6.6%

智通财经2025-11-21

智通财经APP获悉，晨星发布研报称，经调整假设后，现维持对领展房产基金(00823)每单位45港元公允价值合值。单位现值被低估，预测2026财年每单位分派额为2.57港元，反映相等于6.6%的吸引收益率。截至今年9月底止半年度，领展净物业收入同比跌3.4%，主因香港及中国内地零售物业组合持续面临租金负增长。中期每单位分派跌5.9%至1.27港元。该行认为，上述弱势表现符合预期。晨星预估零售业逆风将...

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晨星: 领展房产基金(00823)中港零售租合表现弱 合理估值每单位45港元 全年股息率料6.6%

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晨星: 领展房产基金(00823)中港零售租合表现弱合理估值每单位45港元全年股息率料6.6%