SHMAY SHIMAO PROPERTY HO
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SHIMAO PROPERTY HO News
*ST Shimao (600823.SH) controlling shareholders joined forces to increase their shares by 4.12%
*ST Shimao (600823.SH) issued an announcement, May 31, 2023 to May 30, 2024...
[Hong Kong Stock Connect] Shimao Group (00813) delays debt restructuring plan deadline
Jinwu Financial News | Shimao Group (00813) announced the latest situation regarding overseas debt restructuring. The company and its advisors have been actively promoting discussions with creditors on the restructuring plan. In order to accommodate some plan creditors that require additional time to complete internal approval and signing procedures, the company decided to further delay the early bird consent fee deadline to 5 p.m. Hong Kong time on June 28, 2024 and the general consent fee deadline to 5 p.m. Hong Kong time on July 31, 2024.
Changes in Hong Kong stocks | Most domestic housing stocks are picking up, and the intensive implementation of property market policies is expected to boost market sentiment
The Zhitong Finance App learned that domestic housing stocks mostly picked up in early trading. As of press release, Zhongliang Holdings (02772) rose 3.51% to HK$0.177; Shimao Group (00813) rose 3.03% to HK$1.02; and Sunac China (01918) rose 2.16% to HK$1.42. According to the news, according to the China Research Institute, after the implementation of many favorable policies, home buying sentiment in key cities picked up in the short term, and the number of visits and transactions for new housing projects in some core cities also increased to a certain extent. The overall trend of second-hand housing continued to be active in March and April, and the transaction scale remained at a high level. But when
Changes in Hong Kong stocks | Domestic housing stocks are collectively declining, and the property market is still in the adjustment stage. The effects of the new deal are expected to catalyze real estate vitality
Domestic housing stocks declined collectively. As of press release, Sunac China (01918) fell 6.04% to HK$1.4; Shimao Group (00813) fell 4.72% to HK$1.02; and Vanke Enterprise (02202) fell 4.2% to HK$5.48.
Open Source Securities: Inventory pressure still exists in the property market, and subsequent financing progress is still worth paying attention to
According to incomplete statistics from Open Source Securities, as of May 28, 2024, 14 provinces (including Shenzhen, Shanghai, and Guangzhou) have introduced “trade-in” policies for commercial housing. Among them, Jiangsu, Shandong, and Zhejiang have implemented the most cities. In terms of urban energy levels, first-tier cities Shenzhen, Shanghai, and Guangzhou have successively implemented “trade-in” policies, and third-tier cities have implemented more “trade-in” policies.
Domestic housing stocks rise, Shimao Group (00813) rose 9.26%, CITIC Securities says the new deal can solve problems such as continuing falling housing prices and non-performing assets
Jinwu Financial News | Domestic housing stocks rose 9.26%, Sunac China (01918) and Xuhui Holding Group (00884) rose more than 3%, C&D International Group (01908) rose 2.77%, Longhu Group (00960) rose 2.06%, and R&F Real Estate (02777) rose 1.94%. On the 27th, Shanghai introduced nine new measures to better meet the diverse housing needs of residents, including further optimizing the housing purchase restriction policy, supporting the reasonable housing needs of families with many children, and optimizing housing credit policies. CITIC Securities pointed out that on May 27, Shanghai issued “”
Hong Kong stocks closed (05.23) | Hang Seng Index closed down 1.7%, fell to Wanjiu Customs Network, non-ferrous stocks fell by 5% Alibaba - SW (09988) plummeted 5%
Hong Kong stocks fell under pressure throughout the day. The Hang Seng Index fell below the 19,000 mark. At one point, the Hang Ke Index fell close to 3% at the end of the session. At the close, the Hang Seng Index fell 1.7%, or 326.89 points, to 18868.71 points.
CITIC Construction Investment Securities: China Real Estate Has Entered the “Consumer Goods Era”
To understand the current reality of real estate in China and the direction of China's real estate policy, we need to pay full attention to the fact that real estate in China has moved from one big era (era of investment goods) to another (era of consumer goods).
Changes in Hong Kong stocks | Domestic housing stocks are picking up in early trading, and many places are following up and implementing real estate policy adjustments, and real estate fundamentals are expected to improve
Domestic housing stocks picked up in early trading. As of press release, China Overseas Hongyang Group (00081) rose 6.07% to HK$2.27; Shimao Group (00813) rose 6.67% to HK$1.28; Xuhui Holdings (00884) rose 3.09% to HK$0.5; and Vanke Enterprise (02202) rose 4.15% to HK$7.03.
Domestic housing stocks rose across the board, and Shimao Group (00813) rose 6.67%. Institutions say the current period may be a rare window for further adjustments to real estate sales side policies
Jinwu Financial News | Domestic housing stocks rose across the board. As of press release, Shimao Group (00813) rose 6.67%, China Overseas Hongyang Group (00081) rose 6.07%, Xuhui Holding Group (00884) rose more than 5%, and Agile Group (03383) and Vanke Enterprise (02202) all rose more than 3%. According to the news, the China Merchants Macro Research Report said that currently it may be a rare window period for further adjustments to real estate sales side policies. In a situation where supply is relatively stable, marginal improvement on the demand side can be driven by removing inventory. The acquisition of assets by general government departments can effectively change the real estate market
Open Source Securities: Real estate investment and sales data continued to be low in April, and the market is still adjusting
Open Source Securities released a research report saying that after the Politburo meeting on April 30, the central government introduced a number of loose home purchase loan policies. Various regions lifted purchase restrictions in core cities such as Hangzhou and Xi'an due to city policies. The policy side was more active than before.
SDIC Securities: The new real estate policy goes hand in hand, and the collection and storage of state-owned assets is expected to accelerate and continue to be optimistic about the performance of building materials in the good production chain
The real estate industry has ushered in major favorable policies. Purchase restrictions have been relaxed in many places, and mortgage relaxation policies have exceeded expectations. Trade-in and state-owned assets collection and storage are expected to accelerate. The sales side and financing side are taking multiple measures together to help the building materials industry recover demand and improve repayments, and priority benefits for consumer building materials in the real estate chain.
Major real estate policies were introduced, but domestic housing stock performance was divided, and R&F Real Estate (02777) fell 6.77%
Jinwu Financial News | Major real estate policies were introduced, but domestic housing stock performance was divided. R&F Real Estate (02777) fell 6.77%, Longguang Group (03380) fell 6.02%, Agile Group (03383) fell 5.43%, Shimao Group (00813) fell 4.55%, and Xincheng Development (01030) fell 4.07%. In terms of growth, Zhongliang Holdings (02772) rose 5.26%, Midea Real Estate (03990) rose 5.09%, Vanke Enterprise (02202) rose 3.36%, and Yuexiu Real Estate (00123) rose 1.87%. Rating agency Fitch
China Likely to Roll Out More Property Easing Measures, GS Says
China is likely to roll out more property easing measures, especially on the demand side, Goldman Sachs analysts say in a research note. China's new housing stimulus measures announced Friday could st
China Eases Mortgage Rules in Latest Push to Aid Property Sector
Beijing has eased mortgage rules and urged local governments to buy unsold houses in some of policy makers' boldest moves yet to revive the property sector. Financial regulators said Friday that they
Changes in Hong Kong stocks | Shimao Group (00813) opened more than 14% and led the rise in domestic housing stocks Hangzhou Linan will acquire commercial housing Hefei and introduce a new property market policy
Domestic housing stocks collectively opened higher. As of press release, Shimao Group (00813) rose 14.15% to HK$1.21; Ocean Group (03377) rose 14.1% to HK$0.445; and Xuhui Holding Group (00884) rose 9.21% to HK$0.415.
Domestic housing stocks generally fell, Xuhui Holding Group (00884) fell 7.59%. Institutions say the current confidence of buyers has not recovered
Jinwu Financial News | Domestic housing stocks generally fell, Agile Group (03383) fell 15.71%, Xuhui Holding Group (00884) fell 7.59%, Sunac China (01918) fell 5.07%, Longguang Group (03380) fell 5.71%, Shimao Group (00813) fell 4.76%, and China Jinmao (00817) fell 4.05%. Open Source Securities said that judging from the overall performance of the real estate sector, under the pressure of carry-over gross margin and inventory depreciation, the performance of most leading housing enterprises was under pressure, but at the same time, in the process of clearing the industry, high-quality housing enterprises were steadily selling and acquiring land, and the debt structure was optimized and financed
CITIC Construction Investment's April Housing Enterprise Sales Financing Review: Sales Financing Continues to Decline, Intensive Relaxation of Purchase Restrictions Supports Recovery in Demand
In April, the top 100 real estate companies sold 34.1 billion yuan, down 47.0% year on year. The decline was slightly narrower by 0.2 percentage points from the previous month.
Huatai Securities: How much financial support is needed for real estate “trade-in”?
Real estate “trade-in” is expected to push the real estate supply and demand relationship towards a faster balance. After the Politburo meeting in April sets the tone, the urban scope and policy strength of real estate “trade-in” is expected to increase.
Shimao Group Logs Over 2.6 Billion Yuan in April Contracted Sales
Shimao Group Holdings (HKG:0813) recorded contracted sales of roughly 2.61 billion yuan in April, with a contracted sold area of 203,099 square meters, a Friday filing on the Hong Kong bourse said. Th
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