Morgan Stanley Anticipates LINK REIT Will Continue Divesting Non-Core Assets, Reiterates 'Overweight' Rating

Stock News07-27

Morgan Stanley has released a research report indicating that LINK REIT (00823) has sold a 50% interest in 100 Market Street in Sydney, Australia to Aware Super for approximately A$226 million, translating to a 6.5% exit yield.

The proceeds from this sale could be used for further unit buybacks, although the specific allocation remains undetermined as the current HKD 1.5 billion authorization has not been fully utilized.

Morgan Stanley expects LINK REIT to sell off more non-core assets, with potential targets including its logistics assets in China and The Cabot office building in London.

The firm has reiterated its 'Overweight' rating on LINK REIT and maintained its target price at HKD 44.

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