《大行报告》瑞银降新城发展控股(01030.HK)评级至「中性」目标价下调至7元
瑞银发表研究报告指新城发展控股(01030.HK)前主席王振华因涉嫌犯罪突然离职,该行相信对公司未来增长将有负面影响。假设其子王晓松留任主席及王振华不能复职,料公司将显着放慢其买地计划,及影响公司人才留任及执行力。
该行将公司2019-2021年合约销售预测分别上调5%、下调2%及下调2%;期内盈利预测分别下调2%、4%及20%,以反映合约销售及补充土储速度放缓。该行将新城发展评级由「买入」降至「中性」,目标价由9.5元降至7元。
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