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Link Real Estate Investment Trust 2024-01-04T10:18 財經茄呢啡 摩根大通及花旗分別發表報告看好領展（0823），摩通更將領展的投資評級，由「中性」調高至「增持」，並且將其目標價由原先的39元，大幅調高38.5%至54元。
Link Real Estate Investment Trust 2024-01-04T10:18 財經茄呢啡 在過去兩個月領展（0823）股價升幅多達25%，表現跑贏同期跌2%的恆生指數，相信這個勢頭還會延續至今年全年。領展能夠提供6.2厘股息，股息率回報較區內平均的5厘為多；領展亦能夠提供必需零售主題的投資機會，不單是寫字樓及非必需零售主題。
Link Real Estate Investment Trust 2023-11-10T11:16 財經茄呢啡 花旗調低領展目標價由61.4元降至50元，瑞銀由59.2元降至53.9元，匯豐則降至50元以下。市場利率高企，削弱股份吸引力，租金和出租率預期也沒有之前那麼樂觀。
Link Real Estate Investment Trust 2023-11-10T11:16 財經茄呢啡 花旗認為如果美國加息周期完結，領展現時6.6厘股息率已具吸引力，資金有望回流。摩根大通認為，即使不加息，美國息口仍然高企，覺得本地電訊股或內地石油股，股息水平比領展更吸引，維持領展中性評級，建議等待更好的入市時機。
Link Real Estate Investment Trust 2023-11-10T11:16 財經茄呢啡 瑞銀讚揚領展財務成本，只是由3厘升至3.74厘，淨槓桿比率維持18%的健康水平。匯豐更形容領展能鎖定未來一年至一年半融資成本低於4厘是驚喜。
Link Real Estate Investment Trust 2023-11-10T11:16 財經茄呢啡 領展截至9月底半年可分派收入33.3億元，按年升1.7%，好過市場預期，昨天股價升2.8%，報39.5元。大行普遍維持買入或增持評級，看好基本因素改善，認同管理層有信心未來數季租金調整有望見底的看法。
Link Real Estate Investment Trust 2023-10-06T23:03 財經茄呢啡 領展截至3月底淨資產負債比率及平均借貸成本，分別為17.8%及3厘，集團重申業務多元化轉向輕資產模式，收購新項目採審慎及耐心取態。
Link Real Estate Investment Trust 2023-10-06T23:02 財經茄呢啡 領展指出，直到2024/25年度尾均沒有再融資需要，擬透過改進營運現金流，及利用對沖及掉期手段減低資金波動性以促進增長。
Link Real Estate Investment Trust 2023-10-06T23:02 財經茄呢啡 藍籌房託基金領展（0823）承認在緊縮性貨幣政策及高息環境下，借貸成本上升，以及消費及投資縮減，今年4至6月整體租戶銷售增長按年只有4.4%，較截至今年3月底年度的年增長6.2%有所放緩。
Link Real Estate Investment Trust 2023-06-11T09:59 財經茄呢啡 據領展（0823）截至今年3月底的年報，領展內地物業估值為351.68億元，按年跌8.5%，其中零售物業估值按年跌12.1%至263.09億元，辦公大樓物業估值按年跌8.5%至63.64億元，主要歸因於整體物業收入淨額減少。
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