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瑞銀:看好新濠國際與雅居樂中山項目

瑞銀髮表研究報告指,新濠國際發展(0200.HK)與雅居樂(3383.HK)投得中山一個佔地約50萬平方米的綜合發展項目。當中,雅居樂持股49%,新濠國際持股51%,其經濟利益主要在於主題公園部分。瑞銀予新濠國際發展目標價20.4港元,評級爲買入。

瑞銀表示,新濠國際將出資1.5億元人民幣用於土地收購,2.5億元人民幣用於開發成本,集團將擁有並營運該主題公園,並有權獲得項目的5000平方米的住宅單位。以每平方米2萬元人民幣計算,相關單位價值1億元人民幣。該行看好該項目,因爲這是爲大灣區的品牌延伸提供了戰略價值,亦支持了相關政策。

該行指,該項目的經濟效益目前尚未清楚,但看到集團相對較小的投資具有明確的戰略價值,助集團的品牌延伸至澳門的主要客源市場廣東,同時大灣區的非博彩投資符合內地政策,或會得到相關部門的正面評價。

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