《大行報告》花旗:新地(00016.HK)合約銷售滯後 惟可能第三季度趕上
花旗發表報告指,新地(00016.HK)參加了該行舉辦的亞太房地產會議。自去年7月起,集團於本港的合約銷售超過280億元,低於其2022財年450億元的目標。
該行表示,由於政府逐步放寬社交距離措施,新地已加快推出項目,在今年第三季料將推出三個新盤以趕上銷售滯後,包括屯門「NOVO LAND」第1A期、天水圍「Wetland Seasons Bay」第三期,及白石角「Silicon Hill」第2A期。
另一方面,集團本港零售物業表現亦有韌性,撇除今年首四個月餐飲在第五波疫情的影響,租戶銷售僅下跌單位數。至於其本港寫字樓組合雖然受壓但並不明顯,觀塘巧明街寫字樓項目在預租階段料可確保有大型優質租戶。
花旗維持對新地股份「買入」評級及目標價116.6元。
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