交银国际的研究报告指,新世界(00017.HK) 2025财年上半年业绩符合预期,新管理层有望提高营运效率,销售进展理想,将内地全年销售指引由110亿元人民币上调至140亿元人民币。另外,随香港11 Skies、深圳太子湾K11 ECOST以及其他投资物业于未来2至3年落成启用后,预期租金收入将在2025年至2027财年实现年增长率约15%至20%。
该行表示,展望2025年,公司将会持续透过加快销售、释放农地价值、加快出售非核心资产、降低资本开支及暂停派息,以加快现金流回正及降低负债。该行李相信公司市净率约0.07倍已充分反映市场对其负债之担忧,并可能在近期政府放宽楼市措施下获得重估。该行将目标价由11.44元下调至6.94元,维持“买入”评级。(vc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-03 12:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.