《大行》建银国际：领展(00823.HK)保守指引限制上行潜力

阿斯达克财经11-08

建银国际发表报告指，领展(00823.HK) 2025财年的中期业绩表现亮丽，每单位分派(DPU)增长胜过预期，按年升3.7%至1.3489元。该行指，不过即使业绩良好，但公司新主席对市场不确定性及Link 3.0战略的实施持保守态度，认为新主席需要时间与现有团队磨合、领展资产管理需要建立往绩纪录予潜在资本方，以及市场调整需要更多时间来回稳，指保守指引限制上行潜力。该行提到，尽管管理层确认其之前对...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2481160355?lang=zh_CN&edition=full","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20210818171651080_s.jpg","is_english":false,"pubTime":"2024-11-08 10:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2481160355","market":"other","top_or_hot":-1,"title":"《大行》建银国际：领展(00823.HK)保守指引限制上行潜力","media":"阿斯达克财经","content":"<div>\n<p>建银国际发表报告指，领展(00823.HK) 2025财年的中期业绩表现亮丽，每单位分派(DPU)增长胜过预期，按年升3.7%至1.3489元。该行指，不过即使业绩良好，但公司新主席对市场不确定性及Link 3.0战略的实施持保守态度，认为新主席需要时间与现有团队磨合、领展资产管理需要建立往绩纪录予潜在资本方，以及市场调整需要更多时间来回稳，指保守指引限制上行潜力。该行提到，尽管管理层确认其之前对...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1395150/latest-news/AAFN\">网页链接</a>\n\n</div>\n","source":"aastocks_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>《大行》建银国际：领展(00823.HK)保守指引限制上行潜力</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大行》建银国际：领展(00823.HK)保守指引限制上行潜力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-08 10:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1395150/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>建银国际发表报告指，领展(00823.HK) 2025财年的中期业绩表现亮丽，每单位分派(DPU)增长胜过预期，按年升3.7%至1.3489元。该行指，不过即使业绩良好，但公司新主席对市场不确定性及Link 3.0战略的实施持保守态度，认为新主席需要时间与现有团队磨合、领展资产管理需要建立往绩纪录予潜在资本方，以及市场调整需要更多时间来回稳，指保守指引限制上行潜力。该行提到，尽管管理层确认其之前对...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1395150/latest-news/AAFN\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1521","symbol_name":"挪威政府全球养老基金持仓","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1395150/latest-news/AAFN","article_id":"2481160355","we_media_id":null,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20210818171651080_s.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2481160355","pubTimestamp":1731032520,"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"建银国际发表报告指，领展2025财年的中期业绩表现亮丽，每单位分派增长胜过预期，按年升3.7%至1.3489元。该行指，不过即使业绩良好，但公司新主席对市场不确定性及Link 3.0战略的实施持保守态度，认为新主席需要时间与现有团队磨合、领展资产管理需要建立往绩纪录予潜在资本方，以及市场调整需要更多时间来回稳，指保守指引限制上行潜力。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","BK1256":"零售房地产信托","03121":"华夏亚太房地产","00823":"领展房产基金","BK1098":"零售业房地产投资信托"},"translate_title":"\"Big Bank\" CCB International: Link (00823. HK) Conservative Guidance Limits Upside Potential","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00823":1,"03121":0.6},"content_text":"建银国际发表报告指，领展(00823.HK) 2025财年的中期业绩表现亮丽，每单位分派(DPU)增长胜过预期，按年升3.7%至1.3489元。该行指，不过即使业绩良好，但公司新主席对市场不确定性及Link 3.0战略的实施持保守态度，认为新主席需要时间与现有团队磨合、领展资产管理需要建立往绩纪录予潜在资本方，以及市场调整需要更多时间来回稳，指保守指引限制上行潜力。该行提到，尽管管理层确认其之前对2025财年租金回调的看法，但在今年第四季已经出现零售销售稳定的迹象。资本化率的上升并趋向市场水平也有利于任何潜在的资产处置或剥离，这样才能开展一系列单位回购或再投资。该行将2025年至2027财年的每单位分派预测微升0.6%至0.7%，并维持目标价45元及“优于大市”评级，相信单位回购和可能纳入港股通等因素是推动单位价格的催化剂。(vc/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-07 16:25。)AASTOCKS新闻","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2481160355"}