$碧桂園(02007.HK)$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%...
China Vanke's share price and EPS decline over the past three years indicates steady investor expectations despite poor performance. The total shareholder return offers a more complete view of the stock's return.
Investors see limited growth prospects for China Vanke, thus reluctant to pay more for the stock. With its projected growth below market average, a notable near-term share price increase seems difficult.
万科企業に関するコメント
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)$$EVERG SERVICES(06666.HK)$
HSI Opens 203 pts Lower
As for mainland property stocks, $万科企業(02202.HK)$ contracted sales in February plummeted 53.5% YoY, and its shares opened 1.3% lower this morning. $龍湖集団(00960.HK)$ and $華潤置地(01109.HK)$ opened ...
$万科企業(02202.HK)$ dipped 0.3% at $6.28 after the company reportedly discussed a bond swap with its major creditor banks to avoid default. For the rest of the Chinese property developers, $中国海外発展(00688.HK)$ , $龍湖集団(00960.HK)$ and $華潤置地(01109.HK)$ sank 0.8%-1.1%...
DBS: China Real Estate
alphaedgeinvest...
$China Vanke Co.,Ltd.(000002.SZ)$$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)$$龍湖集団(00960.HK)$$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 Vanke – Buy Target Price HK$10.00; RMB11.30
DBS: China Vanke – Buy Target Price HK$10.00; RMB11.30 - Alpha Edge Investing
$万科企業(02202.HK)$$China Vanke Co.,Ltd.(000002.SZ)$
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