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《大行報告》里昂下調新城發展(01030.HK)目標價至4.2元 評級「買入」
阿思達克 04-11 11:38
里昂發表研究報告指,新城發展(01030.HK)2022財年的核心利潤按年跌97%,其管理層提到,將減少對發展物業和相關投資的關注。因此,該行認為,公司似乎正由開發商轉型至收租股。 該行表示,由於集團的開發業務的貢獻較低,將其2023及24財年的盈測分別下調64.8%和55.9%。考慮到潛在A股配售對每股盈利有21%稀釋後,將目標價由5.63元下調至4.2元,但維持「買入」評級。
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