UBS upgrades Hang Lung Properties stock rating on attractive yield

Published 24/06/2025, 16:00
© Reuters.

Investing.com - UBS upgraded Hang Lung Properties (HK:0101) (OTC:HLPPY) from Neutral to Buy on Tuesday, while raising its price target to HK$8.40 from HK$6.10.

The investment bank cited an "attractive risk-reward profile" for the Hong Kong-based property developer, noting limited downside risks due to the company’s "sustainable and elevated dividend yield of 7.5%."

UBS highlighted that Hang Lung’s current scrip dividend arrangement will conclude six months earlier than expected, ending after the release of the company’s fiscal year 2025 results.

The firm identified potential upside catalysts including the possible disposal of The Summit, Hang Lung’s Hong Kong luxury serviced apartment property, and expectations for sequential recovery in mainland retail sales.

UBS noted that with Hang Lung trading at a 7.5% yield and just 0.27 times price-to-book, investor skepticism persists regarding dividend sustainability, while "the market has yet to fully price in HLP’s potential for fundamental improvement and deleveraging."

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