$利安-华侨证券恒生科技ETF(S$)(HST.SG)$ Bloomberg reported that John Lam, head of China and Hong Kong property research at UBS, said his view of China's property market has turned positive and expects a gradual recovery. Lam was the first to downgrade$中国恒大(03333.HK)$to Sell 3 years ago, 11 months before its debt default, which shocked the market at the time. According to the report, Lam predicted that m...
The negative outlook revision reflects increasing risks to China's public finance outlook as the country contends with more uncertain economic prospects amid a transition away from property-reliant growth to what the government views as a more sustainable growth model. Fitch forecasts GDP growth to moderate to 4.5% in 2024. $碧桂园(02007.HK)$$龙湖集团(00960.HK)$$中国恒大(03333.HK)$$地产发展商(BK1019.HK)$$MSCI中国非必需消费ETF-Global X(CHIQ.US)$
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Just read this news “The Asian Development Bank (ADB) on Thursday raised its forecast on China's 2024 economic growth to 4.8% from 4.5% previously, citing stronger household consumption”.
Longfor Group Holdings faces business headwinds as revenue and EPS estimates are downgraded. Despite this, the price target remains unchanged, potentially causing investor wariness.
China's Jan-Feb realestate development investment fell by 9.0% y/y to 1.184 trillion yuan. Jan-Feb residential housing sales areas tumbled 20.5% y/y to 1.137 trillion square meters, and the total sales plummeted by 29.3% y/y to 1.05 trillion yuan. Developing funds in place fell 24.1% y/y to 1.62 trillion yuan. Sentiment 92.13 $碧桂园(02007.HK)$$碧桂园服务(06098.HK)$$龙湖集团(00960.HK)$$万科企业(02202.HK)$$中国恒大(03333.HK)$$恒大物业(06666.HK)$
Hong Kong stocks opened lower this morning.$恒生指数(800000.HK)$opened lower by 203 points or 1.2% at 16,758.$国企指数(800100.HK)$started lower by 77 points or 1.3% at 5,828.$恒生科技指数(800700.HK)$opened 69 points or 1.9% lower at 3,534. As for mainland property stocks,$万科企业(02202.HK)$contracted sales in February plummeted 53.5% YoY, and its shares opened 1.3% lower this morning.$龙湖集团(00960.HK)$and$华润置地(01109.HK)$opened ...
$碧桂园(02007.HK)$opened flat at $0.61 after saying it will try its best to raise funds within the grace period when it responds to the failure of its domestic bonds to be repaid on schedule. $万科企业(02202.HK)$dipped 0.3% at $6.28 after the company reportedly discussed a bond swap with its major creditor banks to avoid default. For the rest of the Chinese property developers,$中国海外发展(00688.HK)$,$龙湖集团(00960.HK)$and$华润置地(01109.HK)$sank 0.8%-1.1%...
龙湖地产(ADR)股票讨论区
Car stocks and Homebuilders also performed well
Domestic property stocks remained sought after. $龙湖集团(00960.HK)$ , $旭辉控股集团(00884.HK)$ , $绿城中国(03900.HK)$ , $合景泰富集团(01813.HK)$ and $融创中国(01918.HK)$ rocke...
LONGFOR is strong!
First to Downgrade Evergrande 3 Yrs Ago, UBS's John Lam Now Turns Positive on China Property
Bloomberg reported that John Lam, head of China and Hong Kong property research at UBS, said his view of China's property market has turned positive and expects a gradual recovery. Lam was the first to downgrade $中国恒大(03333.HK)$ to Sell 3 years ago, 11 months before its debt default, which shocked the market at the time. According to the report, Lam predicted that m...
HSI Opens 234 pts Down
In financials, $汇丰控股(00005.HK)$ opened 0.7% lower at $63.35, $香港交易所(00388.HK)$ opened 1.4% down, and $友邦保险(01299.HK)$ opened descending 3.4%.
As for property stocks, $中国海外发展(00688.HK)$ opened fa...
Fitch forecasts GDP growth to moderate to 4.5% in 2024.
$碧桂园(02007.HK)$$龙湖集团(00960.HK)$$中国恒大(03333.HK)$$地产发展商(BK1019.HK)$$MSCI中国非必需消费ETF-Global X(CHIQ.US)$
HSI Slips 282 Pts at Open; Developers Descend
Real estate stocks were hijacked by subsiding rate cut expectations. $新世界发展(00017.HK)$ and $恒隆地产(00101.HK)$ cratered more than 2%. $新鸿基地产(00016.HK)$ , $领展房产基金(00823.HK)$ and $长实集团(01113.HK)$ slid 1.7%-1.9%. ...
The Chinese property sector experienced a disappointing beginning of 2024
Jan-Feb residential housing sales areas tumbled 20.5% y/y to 1.137 trillion square meters, and the total sales plummeted by 29.3% y/y to 1.05 trillion yuan.
Developing funds in place fell 24.1% y/y to 1.62 trillion yuan.
Sentiment 92.13
$碧桂园(02007.HK)$$碧桂园服务(06098.HK)$$龙湖集团(00960.HK)$$万科企业(02202.HK)$$中国恒大(03333.HK)$$恒大物业(06666.HK)$
HSI Opens 203 pts Lower
As for mainland property stocks, $万科企业(02202.HK)$ contracted sales in February plummeted 53.5% YoY, and its shares opened 1.3% lower this morning. $龙湖集团(00960.HK)$ and $华润置地(01109.HK)$ opened ...
$万科企业(02202.HK)$ dipped 0.3% at $6.28 after the company reportedly discussed a bond swap with its major creditor banks to avoid default. For the rest of the Chinese property developers, $中国海外发展(00688.HK)$ , $龙湖集团(00960.HK)$ and $华润置地(01109.HK)$ sank 0.8%-1.1%...
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