Hong Kong Stock Movement | Most Hong Kong Property Stocks are down. Morgan Stanley expects Hong Kong property prices to fall another 5% in the first half of next year, generally lowering the Target Price for real estate and House Rental Companies.
[Brokerage Focus] Dahua Jixiang maintains a "shareholding" rating on mainland real estate, expecting more policy support to be introduced.
China Overseas Development (0688.HK) Dynamic Tracking: Significant year-on-year sales improvement, increasing investment in core land storage
Major rating | Jianyin International: The data of domestic housing significantly improved, with china overseas, longfor group, and greentown china as top recommendations.
[Brokerage Focus] Haitong International gives a "outperform the market" rating to China Overseas Development (00688), bullish on the sustainable development capability brought by strong financial stability.
China Overseas Development (0688.HK) Company Semi-Annual Report Review: Deepening strategic benefits highlights industry-leading sales performance
[Brokerage Focus] Haitong Int'l maintains a "outperform the market" rating on real estate. Institutions point out that there have been significant recent signs of loosening in industry policies.
Great Wall Rating | Morgan Stanley: The reduction of new launches and recent positive sales growth may sustainably support the mainland's fourth quarter house prices.
[Brokerage Focus] Sinolink maintains a "buy" rating on China overseas (00688), indicating future performance is expected to return to a growth track.
China Overseas Development (00688.HK): Sales show resilience, strong investment focus
[Brokerage Focus] CICC believes that the market has underestimated the impact of domestic real estate policies and is bullish on China overseas development (00688) and others.
Major rating agency | UBS Group: Mainland clients buying Hong Kong properties intend to further increase, expecting Hong Kong property prices to rebound next year.
Big banks rating | Goldman Sachs: It is expected that the strong sales momentum of the internal housing will continue in the coming weeks, bullish Runty, China Res Mixc, etc.
JPMorgan's rating: It is expected that mainland real estate stocks will remain strong for a period of time, bullish on China Res Land, China Overseas, and Poly PPT Ser.
Major banks rating丨CICC: Reiterate long-term hold recommendation for China Overseas, Longfor, and Greentown China.
UBS Group: It is expected that the remaining time of the year, Hong Kong property prices will generally stabilize or slightly rebound.
First Shanghai: Assigns a 'buy' rating to CNOOC (00688) with a target price of HK$26.43.
China Overseas Development (0688.HK): Steady growth in commercial revenue, leading both in terms of sales and profit scale
China Overseas Development (00688.HK): High-end improvements support sales performance, and soil storage carefully replenish positions
China Overseas Development (0688.HK): Deepening strategic benefits highlights industry-leading sales performance