汇丰环球研究报告指,新世界(00017.HK) 在上周收市后发盈警,预计上半财年亏损66亿至68亿元,扭转对上年度同期盈利。核心经营溢利料按年跌15%至19%。该行指,纵使近日有再融资活动的新闻,投资者或更关注公司财务健康。若要重建投资者信心,需要实质及整体的去杠杆计划以改善财政状况。
该行指,公司在本港的物业销售大致稳定,北角皇都项目388个单位推售一周内售出逾65%,总销售29亿元,为新世界贡献19亿元销售。但物销售相对公司借贷规模微不足道。公司计划未来数月推出3项住宅项目,包括占四成权益的衙前塱道项目,以及各占一半权益的南岸五期与柏蔚森货尾。
新世界将于周五(28日)公布中期业绩,该行维持“减持”评级,目标3.66元。(fc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-24 12:25。)
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