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《大行报告》里昂上调新城发展(01030.HK)目标价至13.9元 评级「买入」
阿思达克 04-12 10:28
里昂发表研究报告指,新城发展(01030.HK)於过去两年开设59座吾悦广场,带动去年度租金收入按年增长30.5%至53亿元人民币,今年目标新开30座新商场,租金收入料增长60.4%至85亿元人民币,预期增速为业内最快。

里昂指,除租赁业务增长强劲外,合约销售表现亦已复苏,今年目标增长3.6%至2,600亿元人民币,预期去化率为62%。该行指,新城租金收入快速增长,预期有助改善毛利率及盈利水平,推动价值重估,基於入帐较慢,将2021至2022年盈利预测下调2%及9.8%,目标价由11.1元升至13.9元,重申「买入」评级。

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