06049 POLY PPT SER
- 33.550
- +0.850+2.60%
POLY PPT SER News
Hong Kong stock concept tracking | Peking, Shenzhen real estate market volume hits new high, real estate sector policy effects may gradually emerge (with concept stocks)
Data from the China Real Estate Research Institute shows that as of the 26th of October, the number of second-hand residential housing transactions in Beijing has reached 12,979 units. It is expected that the total number of transactions in October will exceed 0.016 million units, reaching a new high in 19 months; the actual transaction volume is expected to reach 0.025 million units, the highest in the same period in 8 years.
The new real estate policy is about to be a month old! Peking's second-hand housing transactions hit a new high, while Shenzhen's new home sales exceeded 0.01 million units.
Nearly a month after the comprehensive new real estate policies introduced at the end of September, the policy effects are clearly evident.
Poly PPT ser (06049.HK) H股全流通申請獲受理
Poly PPT ser (06049.HK) announced that the China Securities Regulatory Commission has accepted the company's H股 full circulation application last Thursday (24th). The company had previously applied to convert approximately 0.1936 billion shares of domestically unlisted shares into H股.
Selected Announcements | Alibaba reaches a settlement agreement of over 0.4 billion USD in shareholder class action lawsuit; China Shenhua Energy earns over 50 billion yuan in net profit in the first three quarters.
China Shenhua Energy's net profit in the first three quarters exceeded 50 billion yuan, how fast is the growth rate?
Chinese Regulator Accepts Poly Property Services' Application for H Shares Full Circulation
Hong Kong stock concept tracking | The State Council Information Office will hold a press conference on promoting the stable and healthy development of the real estate market. Real estate continues valuation recovery (with concept stocks)
The State Council Information Office will hold a press conference at 10:00 on Thursday, October 17, 2024, with Minister of Housing and Urban-Rural Development Ni Hong, as well as officials from the Ministry of Finance, Ministry of Natural Resources, People's Bank of China, and China Banking and Insurance Regulatory Commission, introducing the relevant situation of promoting the stable and healthy development of the real estate market, and answering questions from reporters.
Express News | Everbright Securities: The value of property management sector allocation is prominent. Focus on three main themes.
Featured Announcement | The People's Insurance: Net profit for the first three quarters is expected to increase by 65%-85%; China Res Power: Electricity sales volume in September increased by 24.3% year-on-year.
China Tourism Group Duty Free Corporation: The total operating income for the first three quarters was 43.021 billion yuan, a decrease of 15.38% year-on-year; Siasun Robot&Automation: The IPO will take place from October 16 to October 21, 2024, with a sale price of 3.73-3.99 Hong Kong dollars per share and 600 shares per board lot.
Poly Property Services to Convert Nearly 194 Million Unlisted Shares to H Shares
Express News | Notice: The State Council Information Office will hold a press conference on the promotion of the stable and healthy development of the real estate market on the 17th.
Poly PPT ser (06049) suggests implementing full circulation of H shares.
Poly PPT Ser (06049) issued an announcement, the board of directors has reviewed and approved the proposed full circulation of H shares, intending to a total of 1.9...
[Brokerage Focus] Haitong Int'l points out that the real estate industry policies have recently significantly loosened. It is recommended to pay attention to high-quality companies such as China Res Land (01109).
Jingu financial news | Haitong Int'l released research reports, according to the sales performance rankings data for the period of January to September 2024 published by Ke Rui, the total sales amount of the top 100 real estate companies reached 2,633.86 billion yuan, a decrease of 36.6% compared to the same period in 2023, with a widening decrease of 0.1 percentage point from August; the equity amount reached 2,084.99 billion yuan, a decrease of 36.2% compared to the same period in 2023 and maintaining the same decrease as in August, with an equity ratio of 79%. Looking at the situation in September 2024 alone, the top 100 real estate companies achieved a total sales amount of 251.71 billion yuan, an increase of 0.2% compared to the previous month, and a decrease of 37.7% compared to the same period last year.
Hong Kong stocks fluctuate | Property management stocks fell back with mainland real estate stocks, a-living (03319) dropped more than 8%. After the sharp adjustment of mainland real estate stocks, attention can be paid to property management stocks.
Property management stocks fell along with mainland real estate stocks, as of the time of publication, everg services (06666) fell by 13.21%, closing at 0.92 Hong Kong dollars; a-living (03319) fell by 8.63%, closing at 3.39 Hong Kong dollars; cg services (06098) fell by 6.05%, closing at 6.37 Hong Kong dollars; poly ppt ser (06049) fell by 4.37%, closing at 31.7 Hong Kong dollars.
Poly PPT Ser (06049.HK) received a shareholding of 0.6088 million H shares from FIDELITY FUNDS, worth approximately 19.8143 million Hong Kong dollars.
Reported on October 4th, according to the documents disclosed by the Hong Kong Stock Exchange on October 4th, FIDELITY FUNDS increased their shareholding of Poly PPT Ser (06049.HK) by an average price of HK$32.5465 per share on September 27, acquiring 0.6088 million H shares, worth approximately HK$19.8143 million. After the increase, FIDELITY FUNDS' latest shareholding is 12.6554 million shares, with a warehouse position ratio rising from 7.86% to 8.25%. Photo Source: Stock Exchange Shareholding Disclosure. What is equity disclosure? According to the requirements of the Hong Kong Stock Exchange, major shareholders (holding 5
CICC rates investment in property management stocks in DaHang and target price (table).
CICC published a research report on property management investment ratings and target price as follows: Stock | Investment Rating | Target Price (HK$)Wanwuyun (02602.HK) | Outperform Industry | 21.8 yuanPoly PPT SER (06049.HK) | Outperform Industry | 30.4 yuanChina OVS PPT (02669.HK) | Outperform Industry | 6 yuanGreentown SER (02869.HK) | Outperform Industry | 4.6 yuanSunac Services (01516.HK) | Outperform Industry | 2.2 yuanYongsheng Services (01995.HK)
CICC: Inphan: Intrusion housing last month's economic activity is at a low point. The sustainability of the Mid-term Improvement in Sales volume still needs to be observed, and further fiscal policy is needed to exert force.
According to the report released by CICC, the sales area of new and second-hand houses in the mainland in September fell slightly month-on-month, showing a weakening trend compared to August on a year-on-year basis. Affected by the concentrated registration at the end of the quarter, last week the sales area of new houses in 38 cities in the midlands increased by 143% on a weekly basis, a decrease of about 10% year-on-year. After adjusting the number of working days, the year-on-year decline was about 40% (a decrease of 25% two weeks ago). During the same period, the sales area of second-hand houses in 15 cities increased by 90% on a month-on-month basis, an increase of about 40% year-on-year, and after adjusting the number of working days, a decrease of about 10% year-on-year (a decrease of 3% two weeks ago). In September, the sales area of new and second-hand houses decreased by 1% and 6% respectively compared to August, and after adjusting the number of working days, annual declines of about 30% and low si
[Brokerage Focus] JPMorgan: If mainland real estate stocks pull back, opportunities can be found in property management stocks. China Resources Land (01109) and Poly PPT Ser (06049) still have upside potential.
Kingone Finance News | JPMorgan issued a report stating that mainland real estate stocks rose by 21% yesterday (2nd), compared to a 6% increase in the Hang Seng Index. Some cash-strapped companies even surged by 40% to 50%. The bank believes that if the central data or policy support falls short of expectations, mainland real estate stocks may experience a sharp correction. However, it is suggested to look for opportunities in property management stocks at low levels. Taking into account risks and valuations, the bank believes that China Resources Land (01109), China Resources Mixc (01209), and Poly Property Services (06049) still have upside potential.
Express News | Beijing Housing Provident Fund Center: Beijing households with two or more children can now borrow up to 1.6 million yuan for home purchase.
Morgan Stanley: Property management stocks lagging behind offer opportunities, with potential for China Resources Mixc (01109.HK), China Resources Mixc (01209.HK), and poly ppt ser (06049.HK) to continue moving upwards.
JPMorgan's report pointed out that mainland real estate stocks rose by 21% yesterday (2nd), compared to a 6% increase in the Hang Seng Index, with the shares in financial distress soaring by 50% to 40%. The bank believes that if the support from central data or policies falls short of expectations, mainland real estate stocks may undergo sharp adjustments, but it recommends seeking opportunities in lagging property management stocks. Considering the risks and valuations, the bank believes that Runda Real Estate (01109.HK), China Resources Mixc (01209.HK), and Poly Property Services (06049.HK) still have upside potential. JPMorgan's investment ratings and target prices for mainland real estate and property management stocks are as follows: Stock | Investment Rating |
Hong Kong A shares are collectively active! A-share trading volume exceeded 1 trillion in 35 minutes. How do you view this round of "policy big gift package"?
After 35 minutes of trading, the trading volume in Shanghai, Shenzhen, and Beijing has exceeded 1 trillion yuan, up over 400 billion yuan from the previous trading day's volume, with Shanghai's trading volume at 439.2 billion yuan, Shenzhen's at 557.9 billion yuan, and Beizheng 50's at 5.9 billion yuan, breaking the fastest trillion-dollar record in history.
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