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<Research>JPM Lifts SWIREPROPERTIES (01972.HK) TP to $30 as Earnings Growth Regains Momentum
SWIREPROPERTIES (01972.HK) is making a good progress in regaining business growth, with improvements in both the retail and residential sectors in mainland China and Hong Kong, acc...
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<Research>JPM Lifts SWIREPROPERTIES (01972.HK) TP to $30 as Earnings Growth Regains Momentum
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SWIREPROPERTIES (01972.HK)  -0.220 (-0.948%)    Short selling $6.14M; Ratio 203.690%   is making a good progress in regaining business growth, with improvements in both the retail and residential sectors in mainland China and Hong Kong, according to JPMorgan's research report.

JPMorgan maintained SWIREPROPERTIES as one of its top picks in the industry, due to the potential further improvement in the Company's mainland China retail business and high dividend certainty, which is expected to grow at a mid-single-digit percentage. The potential for special dividend distribution provides upside room if there is a significant asset sale.

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Moreover, with the booking and contribution from new malls in mainland China, earnings growth is regaining momentum, and the broker expected a profit CAGR of 14% for 2025-2028. The Company's active capital recycling strategy and strong track record, along with more signs of recovery in the Hong Kong office market, will be another upside catalyst.

Therefore, JPMorgan lifted its target price from $27 to $30, representing a 35% discount to the net asset value per share, with rating kept at Overweight.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-02 16:25.)

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