一表了解券商於新世界(00017.HK)业绩後的最新评级及观点
新世界发展(00017.HK)今早股价有支持，最新报10.34元上扬3.4%。该公司昨日(25日)中午收市後公布截至6月底止全年业绩，基本溢利按年升10.5%至88.14亿元，纯利按年跌22.2%至181.6亿元，每股盈利1.78元。派每股末期息0.37元，全年派息0.51元。
期内集团收入按年升26.5%至767.64亿元，当中物业销售按年升64.7%至385.12亿元，香港应占物业合同销售为105亿元，超过100亿元销售目标。截至6月30日，集团在港持有应占总楼面面积约910万平方尺土地储备，其中物业发展总楼面面积约420万平方尺。此外，执行副主席兼总经理郑志刚在记者会上宣布，集团未来会捐出300万平方尺农地予社会，以纾缓社会房屋问题，上述农地估值需再作计算。
【捐300万方尺农地 券商料影响有限】
瑞信发表指新世界发展(00017.HK)2019年度业绩大致上符合预期，核心盈利按年增11%至88亿元，建议全年每股派息共0.51元，意味着股息率5.1%，截止今年6月底止，净负债升3.3个百分点至34%。该行将新世界发展目标价由15.7元下调至15.2元，反映新创建(00659.HK) 股价下跌，惟维持新世界发展评级「跑赢大市」。
美银美林认为，新世界发展向政府及非政府组织捐出300万平方尺农地以兴建廉租房屋，有关地段偏远及独立，或未必适合进行大规模私营或公营房屋发展，认为捐地对集团财务影响有限，亦预期投资者对做法持中性或正面看法。该行又认为，若更多发展商加入，将被视为解决香港房屋问题的第一步，本港发展商估值或会因社会紧张减低而受惠。该行目前给予新世界发展「买入」评级」，目标价11.6元。
本网最新综合7间券商对其投资评级及目标价：
券商│投资评级│目标价(港元)
瑞信│跑赢大市│15.7元-15.2元
花旗│买入│17元-14.6元
大华继显│买入│13.28元
高盛│中性│12.6元-12.1元
瑞银│买入│12.1元
美银美林│买入│11.6元
摩根大通│增持│10.5元券商│观点
瑞信│业绩大致符预期
花旗│正建构强劲投资物业组合，销售货源不俗
大华继显│全年度业绩略低预期，但料派息可保持稳定
高盛│新创建贡献疲弱致集团业绩逊预期
瑞银│中港投资物业组合加支持派息稳定上升
美银美林│捐地对集团影响有限，料市场对做法持中性或正面看法
摩根大通│增加股东回报，支持价值重估持续
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
