$Lion-OCBC Sec HSTECH S(HST.SG)$ 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$EVERGRANDE(03333.HK)$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...
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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.
$碧桂園(02007.HK)$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. $万科企業(02202.HK)$dipped 0.3% at $6.28 after the company reportedly discussed a bond swap with its major creditor banks to avoid default. For the rest of the Chinese property developers,$中国海外発展(00688.HK)$,$龍湖集団(00960.HK)$and$華潤置地(01109.HK)$sank 0.8%-1.1%...
龍湖集団に関するコメント
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...
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 $EVERGRANDE(03333.HK)$ 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...
In financials, $HSBC(00005.HK)$ opened 0.7% lower at $63.35, $香港証券取引所(00388.HK)$ opened 1.4% down, and $友邦保険(01299.HK)$ opened descending 3.4%.
As for property stocks, $中国海外発展(00688.HK)$ opened fa...
Fitch forecasts GDP growth to moderate to 4.5% in 2024.
$碧桂園(02007.HK)$ $龍湖集団(00960.HK)$ $EVERGRANDE(03333.HK)$ $不動産デベロッパー(BK1019.HK)$ $Global X MSCI China Consumer Discretionary ETF(CHIQ.US)$
Real estate stocks were hijacked by subsiding rate cut expectations. $新世界発展(00017.HK)$ and $恒隆不動産(00101.HK)$ cratered more than 2%. $新鴻基不動産(00016.HK)$ , $領展房地産(00823.HK)$ and $長江実業地産(01113.HK)$ slid 1.7%-1.9%. ...
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
$碧桂園(02007.HK)$ $碧桂園(06098.HK)$ $龍湖集団(00960.HK)$ $万科企業(02202.HK)$ $EVERGRANDE(03333.HK)$ $EVERG SERVICES(06666.HK)$
As for mainland property stocks, $万科企業(02202.HK)$ contracted sales in February plummeted 53.5% YoY, and its shares opened 1.3% lower this morning. $龍湖集団(00960.HK)$ and $華潤置地(01109.HK)$ opened ...
$万科企業(02202.HK)$ 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, $中国海外発展(00688.HK)$ , $龍湖集団(00960.HK)$ and $華潤置地(01109.HK)$ sank 0.8%-1.1%...
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