Core Viewpoint - Link REIT (00823) has experienced a decline of over 5%, with a current price of HKD 36.86 and a trading volume of HKD 168 million [1] Financial Performance - The total distributable amount for Link REIT for the period ending September 30 decreased by 5.6% year-on-year to HKD 3.283 billion [1] - The distribution per unit fell by 5.9% year-on-year to HKD 1.2688 [1] - Revenue decreased by 1.8% year-on-year to HKD 7.023 billion, while net property income dropped by 3.4% to HKD 5.178 billion [1] Market Conditions - The decline in performance is attributed to negative rental adjustment rates in Hong Kong and mainland China, reflecting pressure on the macro environment and the retail sector [1] - The chairman of Link REIT, Mr. O'Donoghue, noted that while the retail market in Hong Kong is under pressure, there are signs of recovery in leasing demand [1] - He mentioned that due to the typical three-year lease cycle, there is a natural lag effect, and it will take time for rents to adjust to normal growth, with expectations of continued pressure in the second half of the year [1]
港股异动 | 领展(00823)再跌超5% 中期每基金单位分派同比跌5.9% 公司预计下半年仍承压
智通财经网·2025-11-21 01:41