《大行》瑞银:新城发展(01030.HK)流动性忧虑缓解 评级上调至“中性”

阿斯达克财经
24 Jun

瑞银发表研报指,新城发展(01030.HK) 近日完成发行3亿美元离岸债券,成为自2022年以来首家成功发行美元债的中国民营房企,反映其财务状况有所改善,目前估算新城可通过旗下购物中心再获取约167亿元人民币的经营性物业贷款,足以偿还现有约90亿元人民币的债务,相信市场对该公司的流动性忧虑将缓解。

瑞银将其投资评级从“沽售”上调至“中性”,认为最坏的时期或已过去,目标价从1.2元上调至2.5元。但考虑销售与盈利仍受压,该行将新城2025至2027年盈利预测下调45%至57%。(gc/j)(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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