A number of Chinese property developers announced last month's sales data. $碧桂園(02007.HK)$, with its October contracted sales slipped 81% YoY, faded 1.3%.$富力地産(02777.HK)$, posting October sales fall of 45% YoY, dropped 2.5%. For the rest of the Chinese property developers,$旭輝(00884.HK)$sagged 4.2%, whereas$融創中国(01918.HK)$plummeted 5.9%.
Investing in CIFI Holdings (Group) appears risky due to a substantial 52% revenue decline over the past year, negative EBIT, low liquid assets versus liabilities, and a recent annual loss of CN¥23b.
旭輝に関するコメント
Car stocks and Homebuilders also performed well
Domestic property stocks remained sought after. $龍湖集団(00960.HK)$ , $旭輝(00884.HK)$ , $緑城中国(03900.HK)$ , $合景泰富集団(01813.HK)$ and $融創中国(01918.HK)$ rocke...
$碧桂園(02007.HK)$$碧桂園(06098.HK)$$EVERGRANDE(03333.HK)$$EVERG SERVICES(06666.HK)$$龍湖集団(00960.HK)$$LONGFOR GROUP HLDG(LGFRY.US)$$融創中国(01918.HK)$$旭輝(00884.HK)$$時代中国(01233.HK)$$SEAZEN(01030.HK)$$宝龍地産(01238.HK)$$万科企業(02202.HK)$$Global X MSCI China Real Estate ETF(CHIR.US)$
Chinese developers took the lead to soar
CN Developers Wane
$碧桂園(02007.HK)$ , with its October contracted sales slipped 81% YoY, faded 1.3%. $富力地産(02777.HK)$ , posting October sales fall of 45% YoY, dropped 2.5%. For the rest of the Chinese property developers, $旭輝(00884.HK)$ sagged 4.2%, whereas $融創中国(01918.HK)$ plummeted 5.9%.
DBS: China Property Weekly
DBS: China Property Weekly - Alpha Edge Investing
$China Vanke Co.,Ltd.(000002.SZ)$$海外宏洋(00081.HK)$$緑景中国地産(00095.HK)$$越秀地産(00123.HK)$$越秀リート(00405.HK)$$中国海外発展(00688.HK)$$旭輝(00884.HK)$$龍湖集団(00960.HK)$$華潤置地(01109.HK)$$ESR(01821.HK)$$碧桂園(02007.HK)$$万科企業(02202.HK)$$Yanlord Land(Z25.SG)$
DBS: China Property Sector
DBS: China Property Sector - Alpha Edge Investing
$China Vanke Co.,Ltd.(000002.SZ)$$海外宏洋(00081.HK)$$緑景中国地産(00095.HK)$$越秀地産(00123.HK)$$越秀リート(00405.HK)$$中国海外発展(00688.HK)$$旭輝(00884.HK)$$龍湖集団(00960.HK)$$華潤置地(01109.HK)$$ESR(01821.HK)$$碧桂園(02007.HK)$$万科企業(02202.HK)$$Yanlord Land(Z25.SG)$
CIMB: China Property – China Overseas Land & Investment, China Resources Land, Longfor, Country Garden
CIMB: China Property – China Overseas Land & Investment, China Resources Land, Longfor, Country Garden - Alpha Edge Investing
$中国海外発展(00688.HK)$$華潤置地(01109.HK)$$万科企業(02202.HK)$$China Vanke Co.,Ltd.(000002.SZ)$$旭輝(00884.HK)$$碧桂園(02007.HK)$$緑城中国(03900.HK)$$龍湖集団(00960.HK)$
$アリババ・グループ・ホールディング(BABA.US)$$ALIBABA GROUP HOLDING LTD(BABAF.US)$$人気中国関連株(BK2517.US)$
DBS: China Real Estate
$China Vanke Co.,Ltd.(000002.SZ)$$海外宏洋(00081.HK)$$緑景中国地産(00095.HK)$$越秀地産(00123.HK)$$越秀リート(00405.HK)$$中国海外発展(00688.HK)$$建業地産(00832.HK)$$旭輝(00884.HK)$$龍湖集団(00960.HK)$$華潤置地(01109.HK)$$ESR(01821.HK)$$碧桂園(02007.HK)$$万科企業(02202.HK)$$Yanlord Land(Z25.SG)$
まだコメントはありません