汇丰环球研究预测嘉里建设(00683.HK) 去年盈利结束两连跌，按年反弹逾30%至35亿元。该行认为，纵使商业组合租务表现仍见挑战，但高端住宅项目如“缇外”的销售表现改善其盈利能力，若上海高端项目今年上半年开售表现强劲，股价料有正面反应。该行视嘉里建设为行业首选股，该股亦提供吸引的8.7厘预测派息率。该行把嘉里建设目标价由19.6元降至19元，维持“买入”评级。
该行预测嘉里建设组合内有多重挑战，包括办公室市场及人民币贬值压力，并可能为程务表现带来进一步下行压力。该行料公司去年租务收入按年跌4%，但在本港合约销售达110亿元，胜于对上一年的34亿元，主要由高端住宅项目“缇外”贡献。其高盈利能力能抵销部分低盈利率项目。(fc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-21 12:25。)
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