《大行》花旗升新城控股(01030.HK)目标价至3元 转型为经常性利润模式

阿斯达克财经
01 Apr

花旗发表报告,预计新城控股(01030.HK) 将从其营运中的173个购物中心获得不断增长的经常性收入(2025年预计超过140亿元人民币,相比2024年128亿元人民币)和利润(2025年预计50亿元人民币),同时发展物业规模缩减(在建面积1,970万平方米,按年下降47%)。该行认为自2021年以来的“冬眠”策略(停止拿地、削减成本)正在见效。该行相信,从2025年起,公司有潜力通过减少发展物业减值释放更多盈利,并可能扩展房地产投资信托基金(REIT)。确认“买入”评级。基于净资产值上调,目标价由2.92港元上调至3港元。(ad/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-01 12:25。)

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