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匯豐研究:維持新世界(0017.HK)評級“買入” 目標價12.7港元
格隆匯 12-23 14:01

匯豐研究發表報告表示,相信新世界(00017.HK)成功將業務轉為綜合性企業,尤其是公司今年完成了Victoria Dockside重建項目,預期未來數年會加快收購步伐。

報告指出,新世界將於未來一年內推出具規模的大圍鐵路項目(3,090夥),按荃灣柏傲灣及北角柏蔚山銷售成績來看,料新項目會帶來驚喜,相信新世界合約銷售會由2019財年的105億元,提升至2020年6月底財年的141億元,2021年更會增至173億元。

該行下調新世界2020及2021財年盈利預測19%及13%,以反映租金收入減少及財務成本上升之預期,目標價相應由14港元降至12.7港元,較資產淨值(NAV)折讓維持42%,維持其“買入”評級。

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