花旗发表研究报告指，长实集团对香港新投资机会仍持积极态度，目前正评估潜在目标。管理层又表示将考虑重启股份回购，并不再强调过往净现金目标。花旗认为长实具备充裕资源进行再投资，但相信不会以提高负债水平为代价来进行投资，料将将严格要求项目风险回报。 花旗预计，受环球宏观不确定性影响，长实的股份回购规模可能有限。UK Rails股权交易出售料于年内完成，或为长实带来多于10亿港元收益，花旗认为派特别息机会不大。该行预测2025及2026年盈利表现及股息将持平，发展物业利润的疲弱或被租金收入及基建业务稳健所抵销，维持“中性”评级，目标价由35.5港元上调至39港元。
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