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东吴证券:新城控股估值有望逐步修复,维持“买入”评级

Soochow: Seazen Holdings' valuation is expected to gradually recover, maintaining a 'Buy' rating.

Breakings ·  Dec 26, 2024 16:29

Soochow's Research Reports indicate that the recent central work conference has emphasized the need to significantly boost Consumer spending, and Seazen Holdings (601155.SH) is expected to benefit from its commercial operation Business. As the company's commercial rental management income and gross profit ratio improve, coupled with reduced public market debt repayment pressure in the next two years, it is believed that the company's valuation is likely to gradually recover. In addition, the company strikes a balance between light and heavy operations, focusing on high-energy cities, with stable commercial operations. As a quality private enterprise, the financing environment has improved. The long-term development of the company is viewed as Bullish, maintaining a 'Buy' rating.

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