06049 POLY PPT SER
- 30.000
- -0.450-1.48%
POLY PPT SER News
The Central Finger Research: In December, the SSE Conglomerates Index for property service prices in twenty cities slightly declined, with Wuhan experiencing the largest decrease.
In December 2024, the Property Service price SSE Conglomerates Index for twenty cities was 1075.37, a year-on-year decrease of 0.01% and a month-on-month decrease of 0.03%, with both year-on-year and month-on-month figures shifting from an increase to a decrease.
[Brokerage Focus] SWHY expects the Real Estate Industry to bottom out and maintains a 'Bullish' rating on Real Estate and property management.
Gold Eagle Financial News | SWHY stated that over the past three years, China's Real Estate sector has undergone deep adjustments, and the effects of relaxed policies during this period have been limited. The bank believes that the core issue lies not in insufficient demand, but in the weakening of residents' balance sheets. The statements in September to 'stop the decline and stabilize' and in December to 'stabilize the Real Estate and stock markets' clarified the policy approach to repairing residents' balance sheets, demonstrating stronger policy effectiveness than before. The policy has entered a more targeted trajectory, and it is expected that more proactive and substantial policies will be introduced subsequently, with the Industry likely to reach a bottom. Considering that mid-term demand has support but short-term supply has constraints, the bank forecasts that the total will still be skewed next year.
The research institute found that the disclosure rate of the ESG reports of listed Property Service companies reached 95.65% overall.
The Zhongzhi Research Institute has released the 2024 ESG evaluation research report for listed Property Service companies in China.
Poly Property Services Eyes Change in Business Scope
In "The Big Action", China International Capital Corporation suggests that investment opportunities in domestic real estate should comprehensively consider land reserve quality, the stability of short-term Operating trends, and valuation levels.
CICC released a research report indicating that the Central Economic Work Conference reiterated the need to stabilize the real estate and stock markets, proposing to continuously push for the stabilization of the real estate market, enhance the implementation of urban village and old housing renovation, fully release the rigid and improvement housing demand potential, reasonably control the supply of new real estate land, revitalize existing land and commercial properties, and advance the disposal of existing Commodity housing work. Looking ahead, CICC expects that the long-term goal of the authorities is to promote the establishment of a new model for real estate development and orderly build relevant foundational systems. Currently, the market is still in a 'pulse response' state following the issuance of policies, and the measures proposed at the conference are expected to moderately boost demand in the real estate market.
The Central Economic Work Conference was held in Peking, and **** delivered an important speech.
The Central Economic Work Conference was held in Peking, where **** delivered an important speech, Li Qiang gave a summary speech, and ****, ****, Cai Qi, ****, and Li Xi attended the meeting.
Express News | Central Economic Work Conference: Continuing efforts to stabilize the real estate market and halt the decline.
POLY PPT SER (06049.HK) was subject to a Shareholding reduction of 0.1052 million shares by JPMorgan.
On December 12, according to the latest equity disclosure information from the Stock Exchange, on December 6, 2024, POLY PPT SER (06049.HK) was reduced by JPMORGANCHASECO by 0.1052 million shares at an average price of HKD 32.4482 per share, involving approximately HKD 3.415 million. After the shareholding reduction, the latest number of shares held by JPMORGANCHASECO is 10,727,196 shares, and the shareholding proportion decreased from 7.06% to 6.99%.
Quick view of the Hong Kong market | All three major indexes fell, with the tech index dropping over 1%; tech stocks and Insurance stocks weakened, Bilibili fell more than 5%; FOSUN TOURISM resumed trading and rose by 80%.
Network Technology stocks fell broadly, JD-SW fell by 2.80%, MEITUAN-W fell by 2.79%; Digital Health stocks declined, ZA ONLINE fell by 1.85%, MediChina fell by 1.41%; Real Estate Developers' stocks also fell, SUNAC rose by 5.36%, SHK PPT fell by 2.55%;
[Brokerage Focus] CCB International indicates that there are no signs of a bottoming out in the fundamentals of the Real Estate Industry.
Kingwo Financial News | CMB International released the Real Estate Outlook for 2025, expecting the annual sales growth rates for new homes in 2024 and 2025 to be -20% and -11%, reaching 7.4 and 7 trillion respectively, while the transaction volume for second-hand homes is projected to reach 7.1 and 7.5 trillion, officially becoming the dominant force in the real estate market. This is mainly based on 1) Policy: The effects of the already implemented policies are still lingering, and several measures are currently being put into action, which require time for observation. Hence, it is speculated that the likelihood of introducing major policies in the short term (such as lifting purchase restrictions in more first-tier cities) is relatively low. At the same time, the promotion of policies like stockpiling still faces challenges, making it difficult to significantly reduce inventory in 2025; 2) Supply.
"The Hong Kong Economic Journal" Morgan Stanley: The domestic property market may encounter tactical opportunities in the first quarter of next year, with the preferred choices being RUNDA (01109.HK), CHINA RES MIXC (01209.HK), and POLY PPT SER (06049.HK)
JPMorgan published a Research Report indicating that the Central Political Bureau meeting once again expressed the need to stabilize the development of the housing market. The more proactive tone of macro policy is encouraging, including the clear implementation of more aggressive fiscal policies and moderately relaxed MMF policies, which are expected to provide support for the development of the Real Estate market. The bank's top picks in the real estate Industry are CHINA RES LAND (01109.HK), CHINA RES MIXC (01209.HK), and POLY PPT SER (06049.HK), all rated as 'Shareholding', with Target Prices set at 30 yuan, 31 yuan, and 35 yuan respectively. The bank emphasized that attention will be paid to the upcoming Central Economic Work Conference, where there will be discussions regarding the housing market.
CITIC International: Outlook for the Healthy Development of Domestic Real Estate in the Coming Year.
Zhaoyin International published a Research Report indicating that recent channel surveys found that suppressed rigid housing demand is being released, while investment demand has nearly vanished. Therefore, it is believed that the current revival in the mainland's Real Estate sales mainly stems from the support of rigid demand and replacement demand, which aligns more closely with the national long-term development goals for the Industry. The bank predicts that the total sales of new houses this year will decline by 20% year-on-year to 7.4 trillion yuan, and next year will drop by 11% to 7 trillion yuan, while the transaction volume of second-hand houses will reach 7.1 trillion and 7.5 trillion yuan respectively. Looking ahead, the market still expects that the effects of the policies already implemented will take time to manifest, but overall, the market is progressing toward a healthier state.
Hong Kong Market Quick Look | Hong Kong stocks soared at the end of the trading session, with the tech index rising over 4%, and Meituan up nearly 6%; domestic property stocks and china-affiliated brokerage stocks surged significantly, with sunac rising o
The Hong Kong stock market significantly surged in the final hours, with the tech index rising over 4%, leading the gains. Most network technology stocks increased, with SenseTime rising 8.19% and netease up 6.04%; apple suppliers saw widespread increases, with BYD Electronics rising 9.29% and q tech up 6.84%; securities and brokerage stocks also climbed, with china merchants increasing by 13.65% and everbright rising 7.82%;
In "The Big Move," Bank of China International maintains a "neutral" rating for the domestic real estate industry as it gradually approaches a sustainable scale amid ongoing destocking.
Bank of China International published a research report indicating that, referencing mature economies, the estimated sustainable scale of new residential development in china is about 0.5 billion square meters annually. The bank believes that after more than three years of rapid decline in the real estate market and the industry experiencing short-term pain, the new construction volume of residential buildings in china is approaching sustainable development levels. It is currently predicted that in 2024, the newly started residential construction area will reach 0.536 billion square meters, while it is expected that by 2028, the residential sales area will remain between 0.78 billion and 0.81 billion square meters, reflecting that the market's destocking process is still ongoing. The bank believes that shortly, the central government will introduce strong support policies to significantly boost market sentiment.
Poly PPT Ser (06049.HK) received a shareholding of 0.1628 million H shares from Capital Research Global Investors, worth approximately 5.2718 million Hong Kong dollars.
On December 4th, it was reported that according to documents disclosed by the Hong Kong Stock Exchange on December 4th, capital research global investors (The Capital Group Companies, Inc.) increased its shareholding in poly ppt ser (06049.HK) by 162,800 shares of listed in hong kong at an average price of HKD 32.3823 per share on December 2nd, valued at approximately HKD 5.2718 million. After the shareholding increase, capital research global investors' latest number of shares held is 10.7344 million, with the holding ratio rising from 6.89% to 7.00%. Image source: Stock ownership disclosure on Hong Kong Stock Exchange. What is equity disclosure?
Poly ppt ser (06049.HK) has reached a cooperation agreement with Xiangshan County People's hospital and four other medical institutions.
Poly PPT Ser (06049.HK) announced that it has recently reached cooperation with five medical institutions in China, including the Tumor Hospital of China Medical Science Institute, Xiangya Third Hospital of Zhongnan University, Inner Mongolia University Affiliated Hospital, People's Hospital of Xiangshan County, Zhejiang Province, and Huainan Maternal and Child Health Hospital (new campus), to provide customized medical logistics services. The company stated that it will continue to deepen its medical business, adhere to a professional and efficient service concept, and provide logistics support and guarantee for more medical institutions in the future.
Poly PPT Ser (06049.HK) received a shareholding of 0.2072 million shares listed in hong kong from capital research global investors, valued at approximately 6.4741 million HKD.
On November 25, according to documents disclosed by the Hong Kong Stock Exchange, USA capital research global investors (The Capital Group Companies, Inc.) increased its shareholding in Poly PPT Ser (06049.HK) by an average price of 31.2457 Hong Kong dollars per share on November 21, by 0.2072 million shares of H shares, worth approximately 6.4741 million Hong Kong dollars. After the increase, the latest number of shares held by USA capital research global investors is 9.3592 million shares, and the good warehouse ratio has increased from 5.97% to 6.10%. Image Source: Stock Exchange Equity Disclosure. What is equity disclosure?
Beijing, Shanghai, Guangzhou, and Shenzhen have all canceled the standards for ordinary and non-ordinary housing!
On November 22nd, the Guangzhou Municipal Housing and Urban-Rural Development Bureau, Guangzhou Municipal Finance Bureau, State Administration of Taxation, and Guangzhou Municipal Taxation Bureau issued a notice regarding the cancellation of the standards for ordinary residences and non-ordinary residences in Guangzhou. The standards for ordinary residences and non-ordinary residences are cancelled, and will be implemented starting from December 1, 2024.
Hong Kong stock concept tracking | Guangzhou will acquire existing commodities under 90 square meters city-wide as indemnificatory apartments. The collection of existing commodities is accelerating (with related concept stocks attached).
Guangzhou Anju Group announced on November 18 that it will acquire existing commodities of 90 square meters or less throughout the city as indemnificatory apartments. Developers interested in participating can register from November 18 to December 18.
The Capital Group Companies, Inc. increased its shareholding in Poly PPT Ser (06049) by 0.752 million shares, with a price per share of approximately 31.68 Hong Kong dollars.
On November 14th, The Capital Group Companies, Inc. increased its shareholding of poly ppt ser (06049) by 0.752 million shares, with a unit price of 31.6797 Hong Kong dollars per share, totaling approximately 23.8231 million Hong Kong dollars.
No Data
