《大行》交银国际：领展(00823.HK)派息高于市场预期出租率维持高位

阿斯达克财经11-08

交银国际的研究报告指，领展(00823.HK) 2025财年上半年收入及净物业收入按年分别增长6.4%及5.8%至71.53亿及53.59亿元，可分配收入按年增长4.3%至34.76亿元，每单位派息按年增长3.7%至134.89仙，高过市场预期。
该行指，香港零售部分期内租金调整率升0.7%，出租率维持在98%的高水平，零售总收入增长2.6%至 38.29亿元。另外，内地以及新加坡零售物业组合期内分别录得跌3.2%及升18.9%的租金调整率。该行预计，2025财年整体租金水平可以保持大致稳定。截至2025财年上半年，领展的平均借贷成本为 3.69%，比2024财年底的3.78%有所下降，预计公司未来平均借贷成本会保持稳中有降。

该行认为，2025财年上半年业绩稳定，派息比市场预期好，同时展现出领展以必需消费为主的香港零售组合面对北上消费的韧性，维持“买入”评级及目标价47.7元。(vc/u)

(港股报价延迟最少十五分钟。沽空资料截至 2024-11-08 12:25。)

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