$Lion-OCBC Sec HSTECH S(HST.SG)$ 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...
73369036 :
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%...
LONGFOR GROUP HLDG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...
LONGFOR is strong!
First to Downgrade Evergrande 3 Yrs Ago, UBS's John Lam Now Turns Positive on China Property
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...
HSI Opens 234 pts Down
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)$
HSI Slips 282 Pts at Open; Developers Descend
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%. ...
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%...
まだコメントはありません