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《大行報告》里昂:新世界(00017.HK)需更加努力去槓桿 維持「沽售」評級
里昂發表研究報告指,新世界發展(00017.HK)中期核心盈利按年下跌13%,派中期股息每股0.2元,派息比率達100%,由於該行並未有對中績寄予厚望,因此表現屬符合預期。 里昂指出,中期業績顯示新世界債務有所改善,處置新創建(00659.HK)股權後其總債務較上財年底下降15%至1,620億元人民幣,並正加快處置非核心資產。 該行預期,未來任何農田、寫字樓及K11以外購物商場等資產處置,都將有助於改善資產負債表。雖然盈利及股息超出預期的可能性或較低,但里昂仍表示,見到新世界正朝著正確業務發展方向邁進,因此維持「沽售」評級,預測2024財年每股息達83.6港仙。
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