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[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.
Jingu Financial News | Haitong International Research Institute pointed out that according to the data released by Ke Rui in the sales performance ranking from January to October 2024, the total sales amount of the top 100 real estate companies reached 3,069.27 billion yuan, a decrease of 32.7% compared to the same period in 23, with a 3.9 percentage point narrowing of the decline compared to September; the equity amount reached 2,428.26 billion yuan, a decrease of 32.2% compared to the same period in 23, with a 4.0 percentage point narrowing of the decline compared to September, with an equity ratio of 79%. Looking at the situation in October 2024, the top 100 real estate companies achieved a total sales amount of 435.41 billion yuan, an increase of 73.0% month-on-month and 7.0% year-on-year. In October 2024, the top 100 real estate companies achieved an equity sales amount of 343.27 billion yuan, an increase of 78.5% month-on-month and 9.9% year-on-year.
HSBC Research's investment rating and target price for residential and property management stocks (Table)
HSBC Research released a research report on the investment ratings and target prices of internal housing and property management stocks as follows: Stock | Investment Rating | Target Price Agile Group (03383.HK) | Hold | HK$0.7 C&D Intl Group (01908.HK) | Buy | HK$21.1 China Overseas (00688.HK) | Buy | HK$19.4 China Res Land (01109.HK) | Buy | HK$35.6 China Vanke (02202.HK) | Hold | HK$8 Sunlight REIT (00884.
HSBC Research: China Evergrande domestic debt restructuring positive news may boost market risk appetite and set a precedent for the industry.
HSBC Research published a research report stating that sunac (01918.HK) is promoting domestic debt restructuring. It is reported that the company plans to provide four options to creditors for the domestic bond restructuring plan in order to reduce the size of the domestic bonds by about half, reducing about 15.5 billion yuan RMB. It is believed that the bullish news can enhance market risk appetite. The bank pointed out that financially troubled domestic property developers continue to face tight liquidity issues after the first round of debt restructuring, mainly due to a decrease in contracted sales amounts. The key to the success of future rounds of debt restructuring by domestic property developers lies in whether they can effectively reduce existing debt burdens. It is believed that this time, sunac will
Hong Kong stock concept tracking | Peking, Shenzhen real estate market volume hits new high, real estate sector policy effects may gradually emerge (with concept stocks)
Data from the China Real Estate Research Institute shows that as of the 26th of October, the number of second-hand residential housing transactions in Beijing has reached 12,979 units. It is expected that the total number of transactions in October will exceed 0.016 million units, reaching a new high in 19 months; the actual transaction volume is expected to reach 0.025 million units, the highest in the same period in 8 years.
The new real estate policy is about to be a month old! Peking's second-hand housing transactions hit a new high, while Shenzhen's new home sales exceeded 0.01 million units.
Nearly a month after the comprehensive new real estate policies introduced at the end of September, the policy effects are clearly evident.
China Overseas Property (02669.HK): Wu Yiyin has been appointed as a non-executive director.
On October 25th, china ovs ppt (02669.HK) announced that Ma Fujun decided to resign as a non-executive director of the company due to dedicating more time to other personal work, effective from October 25, 2024. Wu Yiyin has been appointed as a non-executive director of the company, effective from October 25, 2024.
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