Citigroup has issued a research report, initiating a 30-day positive catalyst watch for CHINA JINMAO (00817) and reaffirming its 'Buy' rating with a target price of HK$1.90.
The bank advises focusing on the company's future earnings potential, supported by a sustained sales upcycle entering 2027, margin improvements from new projects, a streamlined and stable management structure, and efficiency gains from planned reductions in selling and administrative expenses.
The report notes that CHINA JINMAO is a primary beneficiary of the sales recovery in core cities, possessing a market-validated advantage in the high-end product segment.
Following an 8% year-on-year sales growth recorded in the first half of 2026, sales growth is expected to accelerate in the third quarter, supported by the launch of more new projects from September and a low-base effect.
With a robust balance sheet and low financing costs, the company is well-positioned to accelerate its land bank acquisitions in the second half of 2026.
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