1. Alibaba Cuts Stakes to Raise Cash amid Regulatory Landscape - Alibaba plans to sell 25 million Xpeng Inc. shares, raising $391 million, reducing its stake from 10.2% to 7.5%. - It also trims GOGOX stake by 4.7 million shares, decreasing Alibaba's stake to 10.42%. - China's State Council announces stricter rules for non-bank payment institutions effective May 1, 2024. - Regulatory uncertainties may delay Ant Group's spin-off. $阿里巴巴集団(09988.HK)$$アリババ・グループ・ホールディング(BABA.US)$$シャオペン(XPEV.US)$$XPENG-W(09868.HK)$$GOGOX(02246.HK)$ ...
Despite Sunac China Holdings' bleak revenue outlook, the P/S aligns with other companies, implying investors might be paying a premium. While investors may hope for a business turnaround, the dismal outlook and falling revenues might not sustain positive sentiment long.
Jan-Nov residential housing sales areas -8% y/y to 1,005 million square meters, while the total sales -5.2% y/y to 10.5 trillion yuan. Sentiment 93.42 China's November home prices fell by 0.37% m/m, the decline narrowed compared to the data in October. China's November 1st-tier cities' new home prices -0.3% m/m from -0.2% but +0.3% y/y, 2nd-tier -1.4% m/m and -2.9% y/y. There are 59 cities out of 70...
Analyst: These policies don't seem to move the needle to entice new and repeat buyers into the market. A 30% DP on first purchases and 50% on second purchases defeats the purpose of lowering rates. It shuts out potential buyers in favor of wealthier ones. Buyers are also taking a big risk for a market that's yet to stabilize. The policy details: - Shanghai is making adjustments to housing standards and credit policies, effective from ...
融創中国に関するコメント
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...
- Alibaba plans to sell 25 million Xpeng Inc. shares, raising $391 million, reducing its stake from 10.2% to 7.5%.
- It also trims GOGOX stake by 4.7 million shares, decreasing Alibaba's stake to 10.42%.
- China's State Council announces stricter rules for non-bank payment institutions effective May 1, 2024.
- Regulatory uncertainties may delay Ant Group's spin-off.
$阿里巴巴集団(09988.HK)$ $アリババ・グループ・ホールディング(BABA.US)$ $シャオペン(XPEV.US)$ $XPENG-W(09868.HK)$ $GOGOX(02246.HK)$
...
There was HKD1.8 billion, HKD242.3 million and HKD24.1 million Southbound Trading net outflow from $テンセント(00700.HK)$ , $小米集団(01810.HK)$ and $融創中国(01918.HK)$ .
For $SH->HK コネクト(GangGuTong.HK)$ , $中国海洋石油(00883.HK)$ was the most...
Active Heavyweights:
$香港証券取引所(00388.HK)$ closed at $259.8, up 4.4%
$美団点評(03690.HK)$ closed at $84.95, up 3.9%
$友邦保険(01299.HK)$ closed at $67.9, up 3.9%
$阿里巴巴集団(09988.HK)$ clo...
Sentiment 93.42
China's November home prices fell by 0.37% m/m, the decline narrowed compared to the data in October.
China's November 1st-tier cities' new home prices -0.3% m/m from -0.2% but +0.3% y/y, 2nd-tier -1.4% m/m and -2.9% y/y.
There are 59 cities out of 70...
The policy details:
- Shanghai is making adjustments to housing standards and credit policies, effective from ...
There was HKD589.3 million, HKD194.1 million and HKD91.9 million Southbound Trading net outflow from $テンセント(00700.HK)$ , $中国海洋石油(00883.HK)$ and $美団点評(03690.HK)$ .
For $SH->HK コネクト(GangGuTong.HK)$ , $中国移動(00941.HK)$ was the most acti...
$碧桂園(02007.HK)$ $碧桂園(06098.HK)$ $EVERGRANDE(03333.HK)$ $EVERG SERVICES(06666.HK)$ $龍湖集団(00960.HK)$ $LONGFOR GROUP HLDG(LGFRY.US)$ $融創中国(01918.HK)$ $旭輝(00884.HK)$ $時代中国(01233.HK)$ $SEAZEN(01030.HK)$ $宝龍地産(01238.HK)$ $万科企業(02202.HK)$ $Global X MSCI China Real Estate ETF(CHIR.US)$
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