《大行報告》新世界發展(00017.HK)投資評級及目標價(表)
新世界發展(00017.HK)將於本周五(29日)公布截至2023年6月底止全年度業績,受美聯儲局持續加息環境影響,摩根士丹利估計新世界發展全年度利息支出將按年大升1.1倍至52.86億元,匯豐研究估計公司全年度財務淨支出達23.71億元(對比上年度錄財務淨收入2.59億元),本網綜合4間券商預測,新世界發展截至今年6月底止全年度基本溢利料介乎65.14億至69.04億元,較上年度70.85億元,按年下跌2.6%至8.1%;中位數66.07億元,按年下跌6.7%。
基於公司負債比率較高,本網綜合6間券商預測,新世界發展截至今年6月底止全年度每股全年股息料介乎1.36至1.812元,對比上年度2.06元,按年減12%至34%;中位數1.725元,按年減少16.3%。投資者將關注新世界管理層最新營運指引如銷售策略、派息及派息比率等。
下表列出10間券商對其評級及目標價:
券商│投資評級│目標價(港元)
交銀國際│買入│33.3元
高盛│買入│32.5元
富瑞│持有│23元
大華繼顯│買入│21.65元
法國巴黎銀行│持有│21元
瑞銀│中性│20.4元
花旗│中性│20.2元
美銀證券│中性│17.5元
匯豐環球研究│減持│16.7元
摩根大通│減持│15.5元
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