《大行報告》瑞銀:新世界(00017.HK)年度業績遜預期 淨負債比進一步上升
瑞銀發表報告指,新世界(00017.HK)2023年度純利按年跌25%至9.34億元,較該行預測低出72%,倘撇除來自系內新創建(00659.HK)貢獻的12.34億元歸屬純利,料新世界單獨計去年度蝕約3億元。
報告指,新世界去年度業績遜預期,其股價或表現負面;末期息派0.3元,按年跌80%,遠遜於該行預期的0.9元,但仍好過部分投資者預期不不派息。全年度總派息0.76元,派息率達205%。該行指,6月底止新世界淨負債比達93%,較上半財年進一步上升,任何資本化率擴張和人民幣貶值都可能進一步推高淨負債比率。該行給予新世界目標價20.4元,評級「中性」。
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