智通财经APP获悉，瑞银发布研报称，维持嘉里建设(00683)“买入”评级，目标价由20.1港元上调至21.4港元。管理层表明将继续专注于去杠杆，并为股东提供稳定股息，另外正考虑将位于上海嘉里华庭及香港中半山豪宅Branksome Crest由租转售，瑞银相信可能会进一步释放价值，今明两年盈利预测分别上调14%及1%，重申为本地发展商中的首选股。
瑞银指出，嘉里建设2024年撇除特殊项目影响及投资物业的非现金公允价值变动后基础溢利同比增加25%，超越该行预期，全年派息每股1.35港元，意味股息回报率达7.1%。考虑到公司旗下上海旗舰项目“金陵华庭”需求强劲，项目二期亦将于今年第四季推出，预测一旦在未来两年有逾220亿元人民币的销售款入账，其列账净负债比率将大幅降至21%。
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