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Link Real Estate Investment Trust 2017-12-12T10:06 財經茄呢啡 領展(0823)以超高溢價出售17個商場,成功以幾何級數提升價值,雖然股價貼近新高,但上月底以來回購手影從不間斷,意味公司認為現價依然低水。
Link Real Estate Investment Trust 2014-05-05T09:21 財經茄呢啡 美國10年期債息回落,儲局加息步伐或會放慢,息口敏感股有望再次抬頭。其中房託股近期成交顯著增加。市傳領匯(823)正放售多個商場及商舖項目,全屬非核心項目,雖然整批物業估值不到10億,但顯示公司未來將透過買賣,進一步提升物業價值,而非單靠收租,前景值得看高一線。
Link Real Estate Investment Trust 2013-11-15T11:14 財經茄呢啡 領匯(823)中期業績勝預期,高盛認為,除租金收入上升外,領匯提升停車場使用率亦是一大驚喜。雖然領匯租戶續租率跌穿八成,超級市場及食品商戶的銷售額增長亦放緩,但整體商戶銷售額仍錄得9.3%增長,跑贏本港整體市道。領匯旗下仍有不少大型商場可供翻新,有利提升租值。不過,大部份分析員看淡領匯北上發展的策略,認為在內地拓展商場的風險過高。
Link Real Estate Investment Trust 2013-11-15T11:14 財經茄呢啡 領匯(823)有意進軍珠三角,或集中在鐵路沿線發展。麥格理雖然認同珠三角地區基建、中產居民迅速增長,但擔心內地商場供應過剩、網購競爭對零售商增長造成影響。摩通指出,領匯從未涉足內地,執行能力成疑,不相信「北上策略」能成為領匯股價短期催化劑。
Link Real Estate Investment Trust 2013-09-10T08:34 財經茄呢啡 REITs自08年股價長升長有,領匯(823)由10餘元,累升兩倍至今年5月的45.5元。現時美儲局可能下半年縮減買債規模,領匯優勢已經消失,股價由高位回落兩成, REITs步入熊市,買REITs可能賺息輸價。
Link Real Estate Investment Trust 2013-06-09T07:47 財經茄呢啡 鄧聲興:領匯(823)近日股價由高位下跌逾8%,主要由於美國債息抽升,資金從高息股流走。領匯未來收購機會不多,預計增長速度會放慢,但預期股息率可回升至4.1厘水平,有助支撐股價,現價跌至250日線(38.50元)有初步支持,投資者可考慮低吸中長線收息。
Link Real Estate Investment Trust 2013-06-09T07:47 財經茄呢啡 領匯(823)去年物業收益增長10.3%,而每基金單位資產淨值為35.68元,按年增28.7%。領匯現時已完成30個資產提升項目,另外有8個正在進行中,未來增長動力主要來自資產提升,帶動租金上升。
Link Real Estate Investment Trust 2013-06-09T07:43 財經茄呢啡 領匯(823)利潤率持續改善,去年物業淨額收益率為70.9%,主因規模效益以及電力成本控制得宜。另外,集團期內零售租金增長7.3%,出租率升1.2個百分點至94.1%。
Link Real Estate Investment Trust 2013-06-08T14:49 財經茄呢啡 領匯(823)截至3月底全年可分派收入增長14.6%,總收益升9.7%,每單位資產淨值35.68元。
Link Real Estate Investment Trust 2013-06-08T14:48 財經茄呢啡 沈振盈:樓市見頂,資產淨值不繼下降,從NAV角度去計算,領匯(823)的合理價應在35元以下。租金回報增長放緩,現價雖有約3.7厘的回報率。但在未來息口趨升的情況下,再加上合理的風險溢價,理論上回報息率起碼要逾五厘才合理。若將上述因素一併計算,預期其合理值應在30元附近。
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