大行评级丨小摩：太古地产业务重拾增长进展良好，目标价上调至30港元

中金财经03-16

摩根大通发表研报指，太古地产业务重拾增长进展良好，内地及香港零售业务和住宅业务均见改善。虽然写字楼市场仍然充满挑战，管理层表示随着查询量增加，预计今年租金负增长幅度将开始收窄。该行维持太古地产为行业首选之一，因公司的内地零售业务有望进一步改善，且股息确定性高，料有中单位数增长；若有重大资产出售，潜在派发特别股息提供上行空间。　　另外，随着内地新商场入帐及贡献，盈利增长重拾动力，该行料...

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