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Link Real Estate Investment Trust 2013-06-06T08:31 財經茄呢啡 領匯（823）公佈業績，可派發的利潤增長14%，算是不錯，但在業績公佈後，領匯股價下跌2.5%。領匯這類的REITs本質是用來收息的，但當股價快速上升，引來槓桿式的炒作，結果升得快也自然會突然急跌。目前領匯的股息率，因股價下跌，已從3厘回升至3.5厘。
Link Real Estate Investment Trust 2013-05-31T08:51 財經茄呢啡 美國提早退市及加息憂慮，息口敏感的本地地產股及房託基金（REITs）維持洗倉式跌勢，恆生公用股分類指數昨日收市勁瀉1722點或3%，報54161點，屬金融海嘯後點數最大跌幅。
Link Real Estate Investment Trust 2013-05-31T08:51 財經茄呢啡 高息股近期雖急挫，惟未見高息股相關基金出現贖回情況，後市仍然樂觀。從過去經驗，無論加息周期或低息環境，市場總有一群投資者追求穩定派息，高息股皆有好表現。
Link Real Estate Investment Trust 2013-05-31T08:51 財經茄呢啡 領匯（823）昨日急插4.1%，最近10個交易日累積下跌14%，亦為金融海嘯以來最急劇跌勢。
Link Real Estate Investment Trust 2013-05-31T08:44 財經茄呢啡 本地高息股昨日跌得甚慘，當中領匯（823）跌4.1%，收報39.70元。息口回升若成趨勢，對REIT十分不利，不過息口雖有機會回升，但估計最快也是第四季的事。
Link Real Estate Investment Trust 2013-05-31T08:44 財經茄呢啡 沈振盈：領匯（823）股價繼續插水，兼且成交一日比一日大，擺明是機構性投資者大手套現。除了因為息口預期有變，令資金沽貨之外，未來租金及房地產價格下跌，收益難再有增長，更重要是領匯股價已太貴。近日勢跌只是第一輪跌浪，但相信在38元附近有支持，因為此價的息率已近3.5厘。但亦只可看反彈。地產股走勢已越來越差，地產股、收租股皆不宜沾手。
Link Real Estate Investment Trust 2013-05-31T08:39 財經茄呢啡 領匯（823）由08年低位10.96元連升四年多，本月中升至46.40元，累升竟達3.23倍。領匯上年度派息1.2952元，以46.40元計，往績息率僅2.79厘，絕不吸引，股價跌可謂合理。
Link Real Estate Investment Trust 2013-05-31T08:39 財經茄呢啡 如領匯（823）跌至250日線（目前在38.29元），往績息率將回升至3.38厘，若計及本年度派息可能增升12%，預期息率將達3.8厘左右，屆時可博反彈至42元水平。
Link Real Estate Investment Trust 2013-05-03T09:29 財經茄呢啡 領匯（823）股息率跌破3厘，僅2.95厘，是眾多REITs之中最低的，但仍有大量投資者追捧，理由就是市場有太多資金。
Link Real Estate Investment Trust 2010-06-03T12:55 財經茄呢啡 大和將領匯目標價由19.5元上調至20.35元，但維持持有評級，領匯過去1個月及6個月，分別跑贏恆指8.1%及12.4%，亦較港府10年債券孳息率高3.2百分點，但現價只屬合理，並非吸引。
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