中信證券:維持新世界發展“買入”評級 將在新業務基礎上穩健發展
新世界發展(0017.HK)日前公佈財報顯示,2024年上半財年實現營業收入170.7億港元;實現毛利72.6億港元,同比+2%,對應毛利率43%;實現核心淨利48.7億港元,同比+12%,對應核心淨利率29%。此外,公司也公吿派發中期股利每股0.2港元。中信證券點評稱:2024年上半財年公司完成新創建股份出售,持續經營的物業開發和物業投資兩大板塊經營表現良好,盈利能力突出,香港及大陸兩地零售消費客流回暖,物業銷售支持政策持續出台,預計公司將在新的業務基礎上實現穩健發展。中信證券還稱,2月28日,香港財政預算案宣佈全面“撤辣”(取消購樓印花税),長達14年的“辣招”調控政策落幕。公司隨即也公吿宣佈將加快推盤銷售,未來半年加推2500夥。內地一線城市在2024年以來也陸續放鬆限購要求,政策持續落地支持居民購房需求,公司有望受益於內地樓市基本面的恢復帶來的去化提升。中信證券給子其2024財年3x PE目標估值水平,對應目標價11港元/股,維持“買入”評級。
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