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《大行報告》美銀證券升新世界發展(00017.HK)評級至「買入」 上調目標價至45元
阿思達克 07-30 12:55
新世界發展(00017.HK)早市股價搶高5.3%至38.55元,美銀證券發表報告,調高對新世界發展投資評級,由「中性」升至「買入」,目標價由42元上調至45元,相當對其每股資產淨估值折讓45%(此前折讓48%)。

該行稱,即使在新冠疫情爆發的高峰期,本港住宅用家需求仍然鞏固,公司將出大圍站物業項目,料可從相關項目收取共370億元現金,加上出售非核心資產,有能力支持其穩定派息及減低現金流的壓力。

美銀證券估計新世界發展來自內地物業項目銷售優預期,因內地疫情消退,並相信新世界推售旗下皇牌的大圍站物業項目(第一及第二期可銷售資源260億元),可令其本港物業銷售明顯增加。

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