金吾财讯 | 花旗发研报指，嘉里建设(00683)目标2026年中期的资本净负债率改善至约35%。目前集团的首要任务是去杠杆化，其次则为派息。该行表示，嘉里建设位于上海的“金陵华庭”即将推出，估计项目今年的销售额超过200亿港元。另外，内地零售租金仍具韧性。香港方面，九龙半山“缇外”仍有47%存货，并有新项目待售。该行预期集团今年发展物业的毛利率介乎23至25%，且料“缇外”有约10亿元销售尚未入账，其股价将继续跑赢大市，予“买入”评级，目标价由17.6港元上调至21.8港元，并展开30天正面催化观察。
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