《大行》摩通:新世界(00017.HK)提前终止11 SKIES移除隐忧 关注流动性压力持续

阿斯达克财经
Oct 02

摩根大通发表研究报告指,新世界发展(00017.HK) 经过连续三年净亏损后,2026财年核心纯利转为轻微正数,惟相信投资者焦点在于提前终止11 SKIES协议,维持“中性”评级,目标价6.8元。摩通指出,提前终止11 SKIES属短期阵痛,但长远可得益,终止费23亿港元可解除公司支付每年18亿港元保证租金的义务,移除经常性盈利及现金流拖累。同时,控股股东周大福企业向机管局授出期权,可于三年内以...

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