GO
| HSI1 | 25,338.66 | +156.27 | 104.29B |
| HSCEI1 | 8,497.32 | +71.50 | 34.79B |
| Back Zoom + Zoom - Block Traded | |
|
Latest Ratings, TPs, Views on LINK REIT (00823.HK) from Brokers
2026-05-29 12:21:22 AASTOCKS Financial News compiled the latest investment ratings, TPs and views on LINK REIT (00823.HK) from five brokers as follows: Brokers | Ratings | TPs | Core Views CLSA | Outperform | HKD49.2 -> 48.5 FY2026 results were largely in line. Management identified 5-10% of assets as non-core and potentially for disposal, and committed to using proceeds from the sale of Thomson Plaza for share buybacks. Capital recycling and buybacks are expected to enhance DPU and shareholder returns. BofA Securities | Buy | HKD44 -> 46 FY2026 results met expectations. Hong Kong retail rents and tenant sales stabilized, supporting a return to rental growth by FY2028. In addition to the recent divestment of a Singapore mall for buybacks, management highlighted more non-core assets available for sale, which could support further repurchases. Citi | Neutral -> Buy | HKD36.8 -> 44.8 The worst is over: retail rents are stabilizing, asset disposals are progressing, buybacks are forthcoming, and a new CEO will take office in 1Q27/2Q27. Estimated total return is 7.6%. UOB Kay Hian | Buy | Up 4% to HKD44.3 FY2026 distributable income slightly beat, with Hong Kong retail rents gradually stabilizing. Management aims to stabilize earnings by FY2027 through cost optimization and capital recycling via non-core asset disposals. Morgan Stanley | Overweight | HKD44 DPU sank 6.9% YoY in FY2026, in line. Management plans to use proceeds from the disposal of Singapore retail properties for buybacks, with additional asset sales in preparation. ~ AASTOCKS Financial News Website: www.aastocks.com | |