研报掘金丨中金：下调领展目标价至43港元，下调每基金单位分派预测_老虎社区_美港股上老虎

研报掘金丨中金：下调领展目标价至43港元，下调每基金单位分派预测

中金财经03-18

中金发表研报指，领展公布去年12月底止2026财年三季度营运数据，显示公司区域资产表现持续分化，包括位于香港的零售物业经营压力犹存，虽然香港的零售物业出租率维持在97%的健康水平，但受消费趋势变化及电商冲击，续租租金调整率录得跌7.5%，较2026财年年中的跌6.4%进一步下滑。　　考虑公司位于香港的零售物业经营压力延续，叠加海外降息预期推迟，中金下调公司今明两财年每基金单位分派预测2%及...

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