大華繼顯:下調新世界(0017.HK)目標價至43.5港元 評級“買入”
新世界發展(0017.HK)旗下大圍站柏傲莊III,因牆身底座混凝土檢測未達要求,主動提出拆卸重建,料需延期交樓約九個月。大華繼顯發表研究報吿指,料總賠償金額及額外建築成本為12億港元,約佔該項目總合約銷售127億港元的9%,料有關事件令新世界股價短期受壓,該行將其目標價由47港元下調7.45%至43.5港元,維持“買入”評級。
該行指,柏傲莊III的延遲入賬料會影響2024年度的盈利預測,因為將會在2025年度才入賬。基於市場對該項目的需求及若完成交易可獲額外補償,該行相信大部分買家會選擇完成交易,估計總賠償金額約為6億港元。

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