Shares of US-listed Chinese Stocks Are Trading Lower After Chinese Planning Officials Reportedly Fell Short of Investor Stimulus Expectations.
HSBC Research raised ke holdings (BEKE.US) target price by 41% to $34.3, the top choice in the real estate industry.
HSBC research report indicates that taking the stock market rebound driven by policies from April to May as a reference, the valuation of the mainland real estate industry is being reassessed, focusing on large-cap stocks. The bank mentioned that only three mainland real estate stocks including China Overseas (00688.HK), china res land (01109.HK) are valued at or below the high levels of May, while the valuation of other mainland real estate stocks has significantly exceeded the May levels, making these valuations difficult to justify. The bank believes that whether the recent uptrend can continue depends on the fundamentals, and considers that ke holdings (BEKE.US) has shown significant profit potential in the fourth quarter, driven by the increase in sales. The bank has set a target for ke holdings.
Express News | HTSC: "Golden September" new home sales welcome adjustment. Subsequent suggestions include monitoring the implementation of the new policies.
Express News | During the National Day holiday, the Chengdu property market saw a surge in demand, with multiple developments announcing the withdrawal of discounts.
Insiders Of KE Holdings Retain CN¥11m Of Investment Selling At Higher Prices
KE Holdings Options Spot-On: On October 4th, 119.59K Contracts Were Traded, With 687.22K Open Interest
On October 4th ET, $KE Holdings(BEKE.US)$ had active options trading, with a total trading volume of 119.59K options for the day, of which put options accounted for 38.66% of the total transactions,
Unusual Options Activity: XOM, LRCX and Others Attract Market Bets, XOM V/OI Ratio Reaches 380.7
EST Oct 4th Closing Delivery - In the last three hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
US stock market outlook: US September non-farm data higher than expected! Three major futures indicators surge in a straight line; will Chinese concept stocks continue to climb? Morgan Stanley: If short positions cover, it will push up the upward trend.
Bank of America: China stock fund saw the second highest inflow scale in history in the past week; European Central Bank Governing Council: inflation is under control, concerns arise as labor market cools down; spirit airlines plunged 33% before the market, the company is discussing potential bankruptcy application terms.
"Bull market leader" sends a heavy signal, market optimism continues to rise! Is a major trend about to emerge?
The brokerage sector has always been a barometer of bull markets. Today, brokerage stocks once again surged across the board, indicating that the market still holds a generally optimistic outlook for the future performance of the Hong Kong stock market.
KE Holdings (02423) rose by 11.5% as holiday real estate market heats up, Goldman Sachs says it meets entry requirements.
King Wu Financial News | Ke Holdings (02423) fluctuated and strengthened, as of the time of publication, rose by 11.5%, at 71.25 Hong Kong dollars, with a turnover of 0.193 billion Hong Kong dollars. On the news front, according to the media, at the beginning of the National Day holiday, the popularity of some new real estate sales offices in Beijing increased, and the number of customers grew. In Shanghai's real estate market, landlords have been raising prices overnight. Yan Yuejin, deputy director of the Shanghai E-House Real Estate Research Institute, said that the unprecedented intensity of policy relaxation makes the buying volume during the Golden Week significantly increase, and the historically bullish policy implications also have a very important impact on market expectations, helping to boost the market outlook after the Golden Week. In addition, Goldman Sachs released a research report indicating that
Hong Kong Stock Market News: ke holdings-W (02423) rose more than 9% in early trading, holiday real estate market heat rising, October new home overall transactions expected to stop falling and stabilize.
Ke Holdings-W (02423) rose more than 9% in early trading, as of the deadline, up 8.37%, trading at 69.25 Hong Kong dollars, with a turnover of 94.6629 million Hong Kong dollars.
Goldman Sachs: KE Holdings (02423.HK) liquidity meets Shanghai-Hong Kong Stock Connect requirements, rated as "buy".
Goldman Sachs released a research report stating that KE Holdings-W(02423.HK)(BEKE.US) H shares price surged by 13% on Monday (September 30), with a single-day trading volume of 0.919 billion yuan, bringing the total trading volume of the stock in the past 183 calendar days to 6.7 billion yuan, exceeding the 6 billion yuan threshold of the southbound channel. The bank believes that the stock's liquidity has met the requirements for inclusion in the Shanghai-Hong Kong Stock Connect, becoming the first Chinese internet ADR to obtain dual-listing status on the main boards. The bank estimates that KE Holdings is expected to be included in the southbound channel as early as next week, with further potential boost in stock price. Goldman Sachs believes that KE Holdings will continue to thrive in China.
Shares of US-listed Chinese Stocks Are Trading Lower as the Sector Pulls Back From Recent Strength. These Companies Rallied After the People's Bank of China Announced a New Stimulus Package Ahead of the Golden Week Holidays.
US stock market outlook: Three major futures indexes narrowed their pre-market declines, with most Chinese concept stocks weakening; Goldman Sachs is once again 'rooting' for the S&P! US stocks will see a big rise at the end of the year.
The Fed leads the way! The global rate cut pace is beginning to accelerate significantly; ongoing strikes at US ports lead to a sudden increase in inflation risks; Berkshire Hathaway plans to issue yen bonds for the second time this year, analysts say Buffett may be eyeing financial and shipping stocks.
US Stock Discovery | Chinese concept stocks continue to rise! Bilibili has more than doubled in the year to reach a new high, while Alibaba, jd.com, and ke holdings have all risen by over 50%.
In terms of stocks hitting record highs, bilibili rose by 10.96%, ranking first on the list, trip.com rose by 7.05%, h world group rose by 6.69%.
Funds are rushing to buy in large quantities! Several Chinese concept stocks, china assets etfs have doubled, who is betting on them?
Behind the recent rise in Chinese assets, foreign capital with keen sense of smell is undergoing significant changes, returning to the Chinese market has become the hottest topics now.
Major news! The global market unanimously bullish on assets in China, overseas asset management accelerates layout.
From the latest signs, the global market's enthusiasm for assets in China shows no signs of diminishing.
Furui raises target prices for Tencent (00700.HK), Alibaba (09988.HK), and jd.com (09618.HK) in the coming year positive outlook.
Furui's report states that referencing the performance of the internet industry cycle in the past 20 years, key events can trigger re-rating and changes in valuation methods. With a series of recent policy measures introduced, it is expected to be crucial for the future recovery of the internet industry. It maintains a 'buy' rating on the mainland internet industry for 2025. Due to the low industry valuation of the e-commerce sector, Furui expects to benefit from potential valuation reassessment, with target prices for PDD Holdings (PDD.US), Alibaba (09988.HK), and jd.com (09618.HK) raised to $181, HK$137, and HK$210 respectively.
Express News | Market research institutions: Using history as a reference, Chinese stocks still have room to rise.
Goldman Sachs experts continue to be optimistic about Chinese concept stocks, reiterating that "this time is different" in trade with China, suggesting that the S&P may break through 6000 points by the end of the year.
Rubner stated that the recent mismatch between supply and demand in the US stock market has led to a downward market volatility. Large buyers of US stocks in listed companies were only "unblocked" for buybacks until October 25th this year, while the US stock market will experience seasonal rebound by the end of the year.