《大行报告》美银证券升新世界发展(00017.HK)评级至「买入」 上调目标价至45元
新世界发展(00017.HK)早市股价抢高5.3%至38.55元,美银证券发表报告,调高对新世界发展投资评级,由「中性」升至「买入」,目标价由42元上调至45元,相当对其每股资产净估值折让45%(此前折让48%)。
该行称,即使在新冠疫情爆发的高峰期,本港住宅用家需求仍然巩固,公司将出大围站物业项目,料可从相关项目收取共370亿元现金,加上出售非核心资产,有能力支持其稳定派息及减低现金流的压力。
美银证券估计新世界发展来自内地物业项目销售优预期,因内地疫情消退,并相信新世界推售旗下皇牌的大围站物业项目(第一及第二期可销售资源260亿元),可令其本港物业销售明显增加。
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