摩根士丹利:新城控股估值存在明显低估 公募REIT潜在上市可为催化剂

智通财经
Sep 03
【摩根士丹利:新城控股估值存在明显低估 公募REIT潜在上市可为催化剂】摩根士丹利表示,新城控股当前估值明显低估了其流动性改善、业务及恢复分红的潜力,预计四季度公募REIT上市将成为重要催化剂,建议投资者继续增持。分析师Stephen Cheung等在报告中指出,新城控股管理层在业绩发布后的活动中释放出积极信号,包括住宅销售、购物中心租赁、再融资以及资产处置等方面的指引,这进一步增强了其对新城复苏前景的信心。随着流动性改善,公司有望恢复全年股息派发。公司目标为年底前完成首只公募REIT上市。对新城控股评级为“增持”,股价目标17.60元;该股昨日收报11.94元。

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