JPMorgan Chase & Co published a research report that said that the expected internal housing industry performance may be further extended to the third quarter, and update the investment level and target for internal housing stocks and property management stocks:
Inner house stock
Shares │ level │ title (HK $)
$China Resources Land (01109.HK) $│ increases │ 45 holdings
$China Overseas Land & Investment (00688.HK) $│ increases holdings of │ 32
$China Vanke (02202.HK) $│ increases │ 25 holdings
$Longfor Group (00960.HK) $│ increases │ 50 holdings
$Country Garden Holdings (02007.HK) $│ increases │ 7.6 holdings
$Xuhui Holdings Group (00884.HK) $│ increases │ 6 holdings
$Sunac China (01918.HK) $│ holds │ 4.1
China Jinmao (00817.HK) $│ increases │ 3.5 holdings
$New Town Development (01030.HK) $│ Neutral │ 5
$China Evergrande Group (03333.HK) $│ holds │ 1.1
$Shimao Group (00813.HK) $│ holds │ 3.3
$Agile Group (03383.HK) $│ supports │ 2.8,
$Baolong property (01238.HK) $│ increases │ 3.3 holdings
Longguang Group (03380.HK) $│ holds │ 1.7
$Hop King Pacific Group (01813.HK) $│ Neutral │ 3.5
$R & F property (02777.HK) $│ holds │ 2
Time China Holdings (01233.HK) $│ Neutral │ 3.3
$Zhongjun Group Holdings (01966.HK) $│ increases │ 2.1 holdings
China Olympic Garden (03883.HK) $│ holds │ 1
$Yuzhou Group (01628.HK) $│ holds │ 0.45
Property management unit
Shares │ level │ title (HK $)
$Country Garden Services Holdings (06098.HK) $│ increases │ 58 holdings
$China Resources Mixc Lifestyle Services (01209.HK) $│ increases │ 47 holdings
$Poly property (06049.HK) $│ increases holdings of │ 72
$Evergrande Property Services (06666.HK) $│ holds │ 2
$China property (02669.HK) $│ increases holdings of │ 11.5
$Greentown Service (02869.HK) $│ increases │ 12 holdings
$Sunac Services (01516.HK) $│ holds │ 4.7
$Jinke Service (09666.HK) $│ increases │ 47 holdings
$Xuhui Yongsheng Service (01995.HK) $│ increases │ 16.5
$elegant living Service (03319.HK) $│ holds │ 11.5
$Shimao Service (00873.HK) $│ holds │ 3.7
Metro Hyatt Service (01755.HK) $│ Neutral │ 11
$Baolong Commercial (09909.HK) $│ Neutral │ 8.5
$Hejing leisurely living (03913.HK) $│ Neutral │ 4