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大行評級 | 大摩:相信領展(0823.HK)股價60日內跑贏大市 予目標價為62港元

格隆匯·03/29/2023 02:53:56
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格隆匯3月29日丨大摩發報吿指,相信領展(0823.HK)股價在未來60日內會跑贏大市,發生機會率達80%,主要是該股最近有所回落,令短期估值更具吸引力。該行指,自領展宣佈供股後,股價累跌兩成,而由於供股事件已完成,拋售壓力或會緩和;至於隨着10年期美國國債收益率回落,在供股後,其強勁資產負債表以及其增長會重新加速,為該股提供一個具吸引力的切入點。該行予其目標價為62港元及“增持”評級。該股現報50.25港元,總市值1283億港元。
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