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《大行報告》里昂上調新城發展(01030.HK)目標價至13.9元 評級「買入」
阿思達克 04-12 10:28
里昂發表研究報告指,新城發展(01030.HK)於過去兩年開設59座吾悅廣場,帶動去年度租金收入按年增長30.5%至53億元人民幣,今年目標新開30座新商場,租金收入料增長60.4%至85億元人民幣,預期增速為業內最快。

里昂指,除租賃業務增長強勁外,合約銷售表現亦已復甦,今年目標增長3.6%至2,600億元人民幣,預期去化率為62%。該行指,新城租金收入快速增長,預期有助改善毛利率及盈利水平,推動價值重估,基於入帳較慢,將2021至2022年盈利預測下調2%及9.8%,目標價由11.1元升至13.9元,重申「買入」評級。

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