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第一上海:新世界發展在香港+內地雙引擎佈局下經營及財務具有韌性 未來將充分提升股東回報
格隆匯2月24日丨第一上海發研報,新世界發展(0017.HK)2022/2023年上半年財年收入達401.9億港元,同比增長13%。2022年7-12月,公司在香港的應占合同銷售額同比翻倍,而內地合同銷售額表現好於百強房企平均水平。內地整體合同銷售平均價格超過54000元/平方米,且長三角及大灣區項目貢獻超過95%,顯示出公司強勁實力。 該行稱,公司在香港和內地擁有高質量土儲,截止2022年12月31日,公司擁有香港土地儲備880.5萬平方尺,內地土地儲備共525.6萬平方米,其中大灣區及長三角地區佔比65%,核心土儲位於一、二線城市。第一上海表示,新世界發展香港+內地雙引擎佈局,開發及持有物業並重,在疫情及香港封關期間仍然保持有韌性的經營及財務表現。2023財年下半年,隨着內地疫情防控全面優化、房地產行業的復甦及香港內地通關,公司未來業績將有望得到不斷提升。 公司在公吿中指出,除了持續出售非核心資產回籠資金外,也將繼續探索各項業務的策略方案來應對快速發展的行業形勢,尋求釋放個別業務價值,明確旗下各公司的策略重心,充分提升股東回報。該行表示,如果公司進行個別業務分拆,將有助於公司旗下各項業務戰略更加清晰,提升公司整體估值水平。
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