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研究快讯:CFRA维持对Regency Centers Corporation股票的“持有”评级

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-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下:我们将12个月目标价上调2美元至83美元,相当于我们2026年FFO(营运资金)预期值的17.1倍,高于三年平均水平(15.6倍),反映了以超市为主力店的购物中心的强劲表现。我们将2026年FFO预期上调0.06美元至4.86美元,并将2027年FFO预期上调0.05美元至4.99美元。REG持续保持较高的续租价差,入住率也因季节性因素而居高不下。目前已签约但尚未入住的项目储备将带来4200万美元的额外租金增长,为公司发展注入强劲动力。管理层预计未来三年将有10亿美元的新项目开工,这将构成一个值得关注的内部增长点。目前在建项目总额超过6亿美元,综合回报率超过9%。我们认为 REG 的估值合理,而其他以杂货店为主要业务的公司虽然增长速度相似,但地理覆盖范围更广。

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