《大行報告》匯豐研究恢復覆蓋新世界(00017.HK)予「買入」評級 目標價36.3元
匯豐研究發表報告,新世界(00017.HK)在大灣區擴展業務及租務組合,料可推動盈利中長期可持續增長,對其恢復覆蓋,維持「買入」評級。
該行認為,柏傲莊三期項目的重建等事件,拖累其盈利復甦的步伐,對股價表現造成一定壓力,建議投資者著眼關注未來增長前景,預計2022至2023財年盈利將分別增長7%及29%,超越疫情前水平。
匯豐研究指,新世界發展2021財年每股派息按年提升1%,預計未來公司將以更高派息回報股東,由於持續剝離表現不佳的資產和有良好的收購,對股息增長前景持樂觀態度,認為在估值角度具有吸引力,予目標價36.3元。
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