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长沙湾嘉里鸿基货仓重建项目
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美银证券:升嘉里建设目标价至24.7港元 重申“买入”评级
Zhi Tong Cai Jing· 2025-09-29 08:41
另外,报告指,目前上海嘉里金陵华庭一期及二期的销售收入超过190亿元人民币,并有望于2026年前 实现净负债率低于30%的去杠杆化目标,相对于今年上半年底的38.4%。 美银证券发布研报称,嘉里建设(00683)最近完成将长沙湾嘉里鸿基货仓重建项目改建为商住项目,该 行估计毛利率将超过20%。该行指,由于嘉里的股息率持续高于行业平均的6.5%,重申"买入"评级。目 标价由23.2港元上调至24.7港元。 ...
大行评级|美银:上调嘉里建设目标价至24.7港元 重申“买入”评级
Ge Long Hui· 2025-09-29 03:09
Core Viewpoint - Bank of America Securities reports that Kerry Properties has recently completed the redevelopment of the Cheung Sha Wan Kerry Hong Kee warehouse into a mixed-use project, estimating a gross margin exceeding 20% [1] Group 1: Financial Performance - The sales revenue from the first and second phases of Shanghai Kerry Jinling Huating has surpassed 19 billion yuan, with expectations to achieve a net debt ratio below 30% by 2026, down from 38.4% at the end of the first half of this year [1] Group 2: Investment Rating - The company maintains a dividend yield consistently above the industry average of 6.5%, reaffirming a "Buy" rating and raising the target price from 23.2 HKD to 24.7 HKD [1]