大行评级｜瑞银：上调领展房产基金目标价至39.4港元股价的短期催化剂有限

格隆汇11-08

瑞银发表报告指，领展房产基金明年3月底止现财年(2025财年)下半年前景指引谨慎。虽然近期租户销售额的跌幅已趋稳定及收窄，但管理层表示2025财年下半年续租租金回升幅度将低于今年9月底止上半财年的0.7%。最新整体租金对销售额比例达到13.1%，公司希望维持在14%以下。与此同时，领展首要任务是维持出租率，并与租户保持良好关系。瑞银指，几间领先的上市零售租户，例如即谭仔国际和大快活已发出盈警。因此...

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大行评级｜瑞银：上调领展房产基金目标价至39.4港元 股价的短期催化剂有限

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大行评级｜瑞银：上调领展房产基金目标价至39.4港元股价的短期催化剂有限