《大行報告》摩通上調新世界(00017.HK)目標價至37元 評級「中性」
摩根大通發表研究報告,下調新世界發展(00017.HK)2021至23年核心盈利預測分別9.6%、6.4%及9.5%,以反映內地物業發展利潤下降,以及柏傲莊延期入賬。當中亦反映公司酒店業務錄經營虧損,以對應最新旅客數字,和近期業務更新。
該行降新世界2021至23年分派預期分別2%、1%及0%,以反映核心利潤預測下調,當中今年派息大致維持不變,而2022至23年則增長2-3%。
該行上調公司至今年底資產淨值預測1%,將其資產淨值折讓由59%降至58%,目標價由35.9元上調3%至37元,評級「中性」。
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