Vi e w p o i n t | 22 Jan 2026 08:39:59 ET │ 11 pages Hong Kong Property Singapore & HK Marketing Feedback CITI'S TAKE Positive investor stance on HK property: [1] Topics of most interest: residential demand/supply, home price/rent outlook, sector re-rating upside; [2] By sectors, investors' pecking order are developers > Central office > luxury retail; while there was disappointment in non-discretionary retail; [3] Many we spoke with already had positions, and are assessing whether to invest more; [4] Most ...

评级与目标价调整 - BMO Capital将Lithium Americas Corp的目标股价从3.50美元上调至5.00美元 并维持Market Perform评级 [1] - 上调后的目标价反映了1.0-1.5x NAV估值范围的高端 [2] 目标价调整原因 - 美国能源部将获得Thacker Pass和LAC的免费股权 以换取贷款偿还延期 [1] - 此安排导致公司的10% NAV估算降至约每股3.40美元 [1] - 公司媒体关注度的提升为估值提供支持 [2] 估值依据与风险 - 高质量、已获资金的稀缺大宗商品开发商可交易于1.0-1.5x NAV [2] - 估值基于2028年碳酸锂当量价格假设为每吨16,000美元 而现货价格约为每吨10,000美元 [2] - 潜在风险包括资本支出膨胀和运营成本挑战 [2]