Mainland Real Estate stocks are performing well. SEAZEN (01030) rose by 4.35%. The government work report proposed advancing the acquisition of existing Commodities.

Jinwu Financial News | Mainland Real Estate performs well, SEAZEN (01030) rises 4.35%, COUNTRY GARDEN (02007) rises 2.00%, GREENTOWN CHINA (03900) rises 2.19%, C&D INTL GROUP (01908) rises 1.17%, SHIMAO GROUP (00813) rises 0.85%, RADIANCE HLDGS (09993) rises 0.74%, CHINA VANKE (02202) rises 0.64%, LONGFOR GROUP (00960) rises 0.55%. The government work report pointed out that policies will be adjusted to reduce restrictive measures, strengthening the implementation of urban village and dilapidated house renovations, fully releasing demand.

Jinwu Financial NewsMar 5 10:09

The "Big Banks" DBS has listed its recommendations for Hong Kong stocks (table).

DBS recently published a report on Hong Kong stocks, listing its latest recommendations (Stock picks) of stocks: Stock │ Target Price HAIDILAO (06862.HK) │ 18 HKD ANTA (02020.HK) │ 108 HKD LI NING (02231.HK) │ 21.9 HKD MEITUAN-W (03690.HK) │ 223 HKD Ctrip-S (09961.HK) │ 784 HKD TONGCHENGTRAVEL (00780.HK) │ 26 HKD YUEXIU PROPERTY (00123.HK) │ 6.38 HKD Jianfa International (01908.HK) │ The firm has no research coverage.

AASTOCKSFeb 26 12:39

CICC: The mainland Real Estate has upward potential this year. Bullish on CHINA RES LAND and others.

CICC released a Research Report stating that the domestic Real Estate Sector is showing initial signs of recovery, believing there is still upward potential for the rest of the year, and suggesting to make appropriate advance layouts. Currently, the market has some divergence in its views on a minor spring for Real Estate, including the outlook for the full market in 2025. The firm believes that the industry is gradually moving towards a path of capacity recovery, and in principle, some proactive layouts for real estate stocks can be made, maintaining profit forecasts and Target Prices for the covered symbols. CICC's main points are as follows: On February 24, A/H Real Estate Sector rose by 1.66%/3.61% respectively, but has recorded a decline of 3.75%/6.81% respectively since the beginning of the year. Recently.

Sina Hong Kong Stock.Feb 26 10:33

Moody's: Key indicators show that the sustainable recovery of the domestic property market remains uncertain.

Moody's stated that key Indicators have not yet indicated that the Real Estate market in China has bottomed out, especially concerning the trough in contract sales value. Since September 2024, China's stimulus measures have increased, improving the sentiment in the struggling Real Estate market, but Moody's predicts that the value of contracted sales will continue to decline in 2025, although the rate of decline will slow. Moody's believes that a sustainable recovery in Real Estate sales should rely on positive income expectations, stable or rising property price expectations, and lower inventory levels, which indicate disciplined supply management.

AASTOCKSFeb 17 12:10

Morgan Stanley expects that last year the domestic property earnings were weak, and the balance sheet deteriorated.

Morgan Stanley released a report indicating that the income of Mainland Real Estate may have declined last year due to a decrease in pre-sales volume, and affected by falling housing prices and high land cost projects, the average gross margin may shrink by 2.2 percentage points to 13.1%. The impairment losses on assets for Mainland Real Estate may exceed market expectations, resulting in a 16% year-on-year drop in average earnings. Among the 13 Mainland Real Estate stocks covered by the firm, only CHINA RES LAND (01109.HK), Jianfa International (01908.HK), and China Merchants Shekou Industrial Zone Holdings (001979.SZ) are expected to have relatively considerable earnings, with a projected decline in the single digits. In addition, the balance sheets of private enterprise Mainland Real Estate may

AASTOCKSFeb 12 11:59

HSBC Research has lowered the Target Price of COUNTRY GARDEN (02007.HK) to 0.4 yuan and prefers CHINA RES MIXC (01209.HK) and KE Holdings (BEKE.US).

HSBC Research published a report indicating that various financially strained real estate developers are making progress in the second round of debt restructuring. The bank maintains that debt restructuring is an emerging positive catalyst, forecasting that the onshore bond restructuring of Sunac (01918.HK), the offshore bond restructuring approval of COUNTRY GARDEN (02007.HK), and the management restructuring of Vanke (02202.HK) have all become key factors in stabilizing market sentiment, reflecting that collaborative efforts to resolve complex debt issues are crucial.

AASTOCKSFeb 11 11:49