Morgan Stanley Forecasts LINK REIT (00823) to Outperform Market in Next 60 Days, Maintains "Overweight"

Stock News05-05

Morgan Stanley has issued a research report predicting that LINK REIT (00823) will deliver relative outperformance compared to the broader market over the next 60 days, with an estimated probability of over 80%. The target price is set at HK$44, with an "Overweight" rating.

The report highlights the strength of Hong Kong's retail sales, which increased by 11.8% year-over-year in the first two months of 2026, showing continued improvement after a 5% growth in the second half of 2025. As a leading retail property entity, LINK REIT is positioned to benefit from this recovery trend.

The firm believes that a strong stock market and a rebounding residential property market will further drive retail sales growth, ultimately leading to positive rental renewals. Additionally, LINK REIT offers a dividend yield of 6.5%, the highest among the stocks covered by the firm and one of the highest in the Hong Kong market overall.

Morgan Stanley also anticipates that LINK REIT will announce its new CEO appointment within the next three to six months, which is expected to serve as a positive catalyst for the stock.

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