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KE Holdings Newsroom
Daiwa: Mainland China's reduction of property purchase tax may slightly help boost domestic property sales.
Morgan Stanley's research report pointed out that the Ministry of Finance of the country launched a series of housing tax reduction and exemption measures yesterday (13th) to reduce the transaction costs for both buyers and sellers. The measures are basically in line with market expectations and may provide slight help to real estate sales in the short term. The bank believes that although the measures reduce costs for both buyers and sellers, they still cannot reverse residents' cautious views on property prices. Together with the residents' reluctance to increase leverage, the bank believes that the above-mentioned tax incentives may slightly help internal property sales, but are unlikely to support a sustainable recovery. Morgan Stanley proposed that real estate developers can hardly benefit from the policies, as the gross margin for most projects.
Express News | US stocks opened slightly higher, with the Dow up 0.20%, the Nasdaq up 0.03%, and the S&P 500 index up 0.07%. Fangdd Network rose nearly 8%, Ke Holdings rose over 3%, the Ministry of Finance and two other departments jointly issued new policies, comprehen
US stock market outlook | October CPI data meets expectations, the three major futures indexes rise before the market opens; high-performing stocks soar! Spotify rises over 8%.
usa October CPI will be released tonight: core inflation is expected to remain strong, overall inflation will rebound; signs of a bubble in high-risk areas of the stock market, market excitement and concerns coexist after Trump's victory; super micro computer delays the submission of the 10-Q quarterly report, stating the need for more time to find a new audit firm.
Express News | US stocks real estate concept stocks rose before the market, fangdd network once surged 20%, ke holdings rose more than 8%.
Express News | US stocks real estate Chinese concept stock pre-market surge, fangdd network soars more than 22%.
The mainland has uniformly reduced the lower limit of the pre-collection rate of land value-added tax in various regions by 0.5 percentage points.
The Ministry of Finance, the State Administration of Taxation, and the Ministry of Housing and Urban-Rural Development issued the "Announcement on Tax Policies Related to Promoting the Stable and Healthy Development of the Real Estate Market", specifying various tax preferential policies that support the development of the real estate market. It mentions the unified reduction of the lower limit of the land value-added tax pre-collection rate by 0.5 percentage points in various regions. Local areas can adjust the actual pre-collection rates based on local conditions. Additionally, it clarifies and cancels the value-added tax and land value-added tax preferential policies that are linked to standard ordinary residences and non-standard ordinary residences, reducing transaction costs for second-hand real estate transactions and maintaining stable tax burdens for real estate enterprises. In terms of value-added tax, ordinary residences are exempted in urban areas.
Express News | New tax policies for residence trade: For families, the only and second residence not exceeding 140 square meters will pay deed tax at a uniform rate of 1%. After the city cancels the standard for ordinary residences, selling properties purchased for more
Express News | Popular china concept stocks in pre-market trading are broadly rising, with bilibili up over 4%, ke holdings and xpeng autos up over 2%, and nexeon, alibaba, and jd.com up over 1%. The u.s. market china assets etf is up in pre-market trading, with the 3x
[Brokerage Focus] Nomura expects mainland real estate stocks to have a possible short-term stock price rebound opportunity, bullish on ke holdings (02423) and china res land (01109).
King's Financial Information | Nomura issued a research report pointing out that after the steady recovery of domestic housing sales in October, they have continued to warm up since November. In terms of new home sales, sales in 30 major cities in mainland China have continued to recover year-on-year since November, and there are also signs of sustained recovery in second-hand home sales in high-tier cities. The bank believes this is a positive signal, as investors previously believed that the recovery of domestic housing sales in October was mainly driven by pent-up demand from buyers and may be difficult to sustain. The bank predicts that, considering the favorable policy environment since the shift in housing policies at the end of September and developers actively promoting sales before the end of the year, it is estimated that this can stimulate buyer confidence.
US stock market anomaly | Impacted by the decline of Hong Kong's mainland real estate stocks, fangdd network and ke holdings fell pre-market.
Guolonghui November 12th | Influenced by the continuous decline of mainland real estate in the Hong Kong stock market, Fangdd Network and Ke Holdings fell by 4.5% and 1.5% respectively before the market opened. In terms of news, local hidden debts are being bundled and transformed into a comprehensive debt combination, indicating the end of the debt reform. HTSC believes that the underlying logic of this debt transformation strategy reflects more of a "risk prevention" rather than a "strong stimulus" approach. With the current escalation of external geopolitical risks, external demand may face further pressure; the market expects the next fiscal policy to focus more on real estate alleviation, expanding consumer demand, and helping to repair the balance sheets of local governments, enterprises, and residents.
Furui: The internet-related industry is at the beginning stage of a new cycle, and science and technology enterprises with 3 major characteristics will take the lead.
The investment sentiment in Chinese network technology stocks has improved. Zhuang Yaohong, Director and General Manager of the Internet and Media Industry Research Department in the Asia-Pacific region of Fuli, stated that the internet industry is entering a new period, with profit growth potential, leading market position, and companies benefiting from policies starting to apply the PEG (Price/Earnings to Growth) valuation method, driving the stock price breakthrough.
US stocks | Outstanding stocks soar again! Software giant Applovin surged 70% in the two days after the performance, skyrocketed 6 times in the year; it returned to the "trillion-dollar club"! Tesla skyrocketed 30% in a week.
The medical technology stocks are performing well! The largest US online platform for doctors, Doximity, surged by 30%, while the medical technology unicorn Tempus AI hit a new high in stock price; The network security giants are also celebrating! Security giant Axon Enterprise and fortinet jointly reached a new high.
Futu Express | Latest Wall Street Consensus: Trump 2.0 era, Federal Reserve may slow down the pace of interest rate cuts; blowing up the 'shorts'! Tesla surged nearly 30% in a week, with the market cap returning to one trillion US dollars.
A historic moment! Bitcoin reaches $0.08 million, BlackRock Bitcoin Fund surpasses its flagship gold fund; Trump reiterates his refusal to sell stocks, DJT stock price soars 15% upon hearing the news; Jinglin's Q3 positions revealed: selling Microsoft, Nvidia, and adding 0.59 million shares of Apple.
Hong Kong stocks morning report on November 11: The financial 10 trillion debt conversion plan is implemented, and the Dow Jones Index in the United States has achieved its largest weekly increase in a year.
① Minister of Finance Lan Foan stated that local bond resources will be increased to 10 trillion yuan; ② Last Friday, the three major US stock indexes collectively rose, with the Dow Jones, S&P 500 index both achieving their largest weekly gains in a year. China concept stocks were generally down; ③ Trump is considering candidates such as the SEC Chairman; ④ Tesla's stock price rose by 8% last Friday, Elon Musk's net worth surpassed $300 billion for the first time in nearly three years.
Express News | Top private equity leader Jinglin's US stock holdings exposed: aggressively selling Nvidia, Microsoft, while increasing positions in Apple, Tencent Music, etc.
Ke Holdings - W (02423.HK) will hold a board of directors meeting on November 21 to approve the financial performance.
Ke Holdings (02423.HK) announced on November 8th that the company will hold a board of directors meeting on November 21, 2024, to consider and approve the unaudited financial performance of the group for the three months ended September 30, 2024, and its release.
BEKE-W: Date of Board Meeting
KE Holdings Inc. to Report Third Quarter 2024 Financial Results on November 21, 2024 Eastern Time
10 trillion debt-for-equity swap, real estate tax policies will be introduced in the near future... One article to understand the NPC press conference
Starting from 2024, China will allocate 800 billion yuan from the annual increase in local government special bonds for five consecutive years, specifically for debt restructuring, with a cumulative potential to replace 4 trillion yuan in hidden debt. In addition, with the 6 trillion yuan debt ceiling approved by the National People's Congress Standing Committee this time, it will directly increase local debt resources by 10 trillion yuan.
Futu Morning Post | The Fed cut interest rates by 25 basis points as scheduled! The financial markets are all celebrating, with the S&P and Nasdaq hitting record highs; Chinese concept stocks are all booming! Foreign institutions believe it is a good time
USA inflation concerns resurface! Labor costs unexpectedly surged in the third quarter; Trump triggers a frenzy in ETFs, with risk asset ETFs attracting 16 times the daily average inflow; Nvidia's stock price hits a new high, with a total market value exceeding 3.65 trillion US dollars, receiving a "buy" rating reaffirmed by Goldman Sachs.