大摩：料领展房产基金(00823)续租租金负增长幅度扩大全年派息或下跌

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智通财经APP获悉，摩根士丹利发布研报称，领展房产基金(00823)公布出售其在新加坡零售物业Swing By@Thomson Plaza的权益，作价2.5亿新加坡元，较公允值有所溢价。该行认为，领展更大机会进行股份回购，并料2026年将有更多资产处置。该行现予目标价37港元及“与大市同步”评级。大摩表示，虽然今年首两个月领展的零售销售强劲，但仍对大众零售持审慎态度，因受到网购加速及中国电商进一步...

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大摩：料领展房产基金(00823)续租租金负增长幅度扩大 全年派息或下跌

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大摩：料领展房产基金(00823)续租租金负增长幅度扩大全年派息或下跌