美银证券发表报告，引述媒体报道指新世界发展(00017.HK) 或即将达成一笔875亿元的贷款再融资交易，在本月限期前已获所有50间现有银行贷款机构的初步同意。新世界发展昨日(23日)表示，其再融资谈判仍在进行。
该行认为，进展符合预期，应能缓解市场对任何系统性风险的担忧，但新世界发展的股价表现已反映允许公司恢复股权价值的最佳情景。该行信贷研究团队认为，新世界发展或会进行负债管理操作，例如延长债券期限或降低票息，但仍认为其母公司周大福企业最终是否会注资存在不确定性，且新世界发展核心业务复苏需时。
该行维持对新世界发展“跑输大市”评级，目标价3.7元。(fc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-23 16:25。)
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