[Brokerage Focus] HTSC: Focus on the opportunities brought by the marginal improvement in the property management Sector + the high dividend and pure domestic demand safe-haven attributes in times of change.

Jinwu Financial News | HTSC stated that the Earnings Reports for the property management Industry in 2024 continued the trend of slowing growth in managed area and revenue since 2022, continuing to digest the impact of real estate and the "aftermath" of extensive expansion. Overall performance met market expectations, with highlights being the high dividends and the ongoing improvement in the profitability of state-owned enterprises. Looking ahead, there is a bullish outlook on the weakening drag from real estate, potential recovery in Consumer spending, and the ongoing validation of high dividend attributes, providing investment opportunities from the marginal improvements in the property management Sector. Especially in the current era of significant change, the Sector's high dividend and pure domestic demand hedging attributes deserve more attention. Recommendations to focus on: 1. Attributes of Consumer discretionary.

Jingu Financial NewsApr 11 08:37

[Brokerage Focus] CITIC SEC expects that the Property Service industry will encounter three major opportunities in 2025.

Jinguo Financial News | CITIC SEC believes that the Property Service Industry will迎来three major opportunities in 2025. First, the price mechanism is gradually being rationalized, pushing for a policy turning point that promotes quality services at competitive prices. It is expected that the current difficulties in collections may ease, and companies providing good services for quality properties will be more encouraged by policies; secondly, a turning point in enterprise operation quality. The bank expects that by 2025, the performance contribution of cyclical businesses (serving developers) to the Sector will drop to nearly zero, with the accrual of goodwill and receivables impairment peaking, leading to an expected performance growth rate of 9.7% in the Sector, with sustainable profitability expected to improve significantly; finally, companies will continue to increase Cash.

Jinwu Financial NewsApr 9 08:39

Hong Kong stock Concept tracking | Property leading enterprises scale continues to expand, Institutions are Bullish on Property Service companies with significant safety margins (with Concept stocks)

According to the China Index Academy, in March, the TOP 50 companies added an area of approximately 52.03 million square meters in new contracts, with leading enterprises continuing to expand in scale.

Zhitong FinanceApr 3 08:49

CITIC SEC: Quality and price matching may become a direction encouraged by policy. The property Sector has significant upward elasticity in the future.

The bank suggests that investors pay attention to the policy turning point in the Property Service Sector.

Zhitong FinanceApr 3 08:31

TIMES NEIGHBOR To Go Ex-Dividend On June 2nd, 2025 With 0.03901 HKD Dividend Per Share

March 28th (Beijing Time) - $TIMES NEIGHBOR(09928.HK)$ is trading ex-dividend on June 2nd, 2025.Shareholders of record on June 3rd, 2025 will receive 0.03901 HKD dividend per share on June 23rd, 2025.

Futu NewsMar 28 17:15

Some domestic Real Estate and property management stocks are rising, CHINA JINMAO (00817) increased by 5.13%. Institutions indicate that the current main tone of the Real Estate sector is "halt the decline and stabilize" remains unchanged.

Jinwu Financial News | Some domestic real estate and property management stocks have risen, with CHINA JINMAO (00817) up 5.13%, MIDEA REAL EST (03990) up 1.82%, COUNTRY GARDEN (02007) up 1.08%, TIMES NEIGHBOR (09928) up 6.17%, and CG SERVICES (06098) up 4.64%. A report from BOC International indicates that the current main tone of the Real Estate sector is 'ceasing to decline and stabilizing', with boosting demand as the primary task. From high-frequency data, the market currently maintains a slow recovery momentum. Whether the subsequent market recovery can be solidified depends on further expansion of loosening policies on the demand side.

Jinwu Financial NewsMar 28 11:19