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港股异动 | 物管股随内房股走高 地产政策效果逐步显现 房企债务重组或为催化剂

HK stocks are moving abnormally | Property management stocks are rising with mainland real estate, the effects of real estate policies are gradually emerging, and the restructuring of real estate company debts may act as a catalyst.

Zhitong Finance ·  Nov 6 19:33

Property management stocks rose along with domestic housing stocks. As of press release, Shimao Services (00873) rose 10.1% to HK$25.6; Wanwuyun (02602) rose 9.87% to HK$25.6; Ocean Services (06677) rose 7.94% to HK$0.68; Elegant Living Services (03319) rose 6.1% to HK$3.48; Evergrande Properties (06666) rose 5.81% to HK$0.91.

The Zhitong Finance App learned that property management stocks rose along with domestic housing stocks. As of press release, Shimao Services (00873) rose 10.1% to HK$25.6; Wanwuyun (02602) rose 9.87% to HK$25.6; Ocean Services (06677) rose 7.94% to HK$0.68; Elegant Living Services (03319) rose 6.1% to HK$3.48; Evergrande Property (06666) rose 5.81% to HK$10.9.

According to the news, according to monitoring by the Kerry Research Center, on the first 20 October, the average daily volume of new housing transactions in 28 key cities increased 11% compared to September, and second-hand housing transactions in 16 key cities increased 11% compared to the first 20 days of September. HSBC, on the other hand, said that housing companies' progress in debt restructuring is seen as a new positive catalyst, which can boost investor sentiment and enhance transaction liquidity.

Guolian Securities said that at present, market net ratio valuations in the A-share and Hong Kong real estate sectors are at historically low levels. As the effects of the policy gradually become apparent, market confidence is expected to be boosted, driving sales to stabilize. It is recommended to focus on the layout of first-tier and core second-tier cities, housing enterprises that focus on improving products and have the ability to acquire land continuously, as well as leading property management companies with scale advantages and high operational efficiency.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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