大行评级丨美银：维持领展“买入”评级，新加坡资产处置带来轻微惊喜

中金财经04-09

美银证券发表研报指，领展公布以2.5亿新加坡元出售其在新加坡零售物业Swing By@Thomson Plaza的56%权益，较账面值溢价23%，较领展2023年的购入价溢价45%。该行指，是次资产处置带来轻微惊喜，因为社区零售一向为领展策略的核心，不过亦属合理，因该资产规模较小、领展仅持有部分权益，且作价理想。随着近期中东紧张局势缓和，买家情绪可能改善，增加进一步处置资产的可能性。　　...

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