The market is keeping eyes wide open on the end of voting on the extension of eight domestic bonds for$碧桂園(02007.HK)$tonight. CG slumped 3.7% and it series$碧桂園(06098.HK)$plummeted 2.3%. Whereas Dalian lifted housing purchase restriction, Dongguan allowed provident fund to be used for down payment. Unexcited by the relaxation,$万科企業(02202.HK)$,$緑城中国(03900.HK)$and$龍湖集団(00960.HK)$cratered 3.7%-4%.$中国海外発展(00688.HK)$tumbled 2...
Hong Kong stocks rose strongly last week as economic data verified recovery The rise of Hong Kong stocks last week was mainly catalyzed by positive domestic economic data. On March 1, 2023, the National Bureau of Statistics announced the PMI data for February 2023. The manufacturing PMI was 52.6%, the previous value was 50.1%, the non-manufacturing PMI was 56.3...
緑城中国に関するコメント
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...
SUNAC & EVERGRANDE Rally
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)$$龍湖集団(00960.HK)$
コラムMarch will become an essential node for Hong Kong stocks, paying attention to Internet technology, consumption, and the real estate chain
The rise of Hong Kong stocks last week was mainly catalyzed by positive domestic economic data. On March 1, 2023, the National Bureau of Statistics announced the PMI data for February 2023. The manufacturing PMI was 52.6%, the previous value was 50.1%, the non-manufacturing PMI was 56.3...
CIMB: China Property (Overweight)
$中国海外発展(00688.HK)$$華潤置地(01109.HK)$$旭輝(00884.HK)$$万科企業(02202.HK)$$China Vanke Co.,Ltd.(000002.SZ)$$碧桂園(02007.HK)$$緑城中国(03900.HK)$$富力地産(02777.HK)$$禹洲(01628.HK)$$中梁控股(02772.HK)$$雅居楽(03383.HK)$$合景泰富集団(01813.HK)$$龍光(03380.HK)$$時代中国(01233.HK)$
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