《大行報告》匯豐研究微升新世界(00017.HK)目標價至36.6元 評級「買入」
匯豐環球研究發表報告指,新世界發展(00017.HK)行政總裁鄭志剛於1月19日提供了經營更新。他稱集團的經常性收入增長前景向好,主要是受到財年至今強勁的租戶銷售表現,及未來項目的建設進度良好所支持,經常性收入增長正在目標於2024財年貢獻逾50%基礎盈利的軌道上。
該行認為,投資者應將焦點放於新世界未來數年的增長前景及派息增加,因近期集團面對的挑戰已大致在股價上反映。
匯豐研究將新世界股份目標價由36.3元微升至36.6元,評級維持「買入」,並調升集團2022至2024財年盈利預測0.4%至0.6%。
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