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GreenTown Management Holdings (9979 HK)
Watchlist
42
Analysis
Industrials
•
China
GTMH is a project management company in China with presence in 84 cities across 25 provinces, municipalities, and autonomous regions. It was the largest project management company in China in terms of accumulated contracted GFA between 2016 to 2018.
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bullish
•
Thematic (Sector/Industry)
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13 Mar 2024 17:06
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Broker
Property - Sales Show Recovery Sign, Banks May Help Semi-SOE
Yesterday, the developers surged 8% due to the Vanke’s news mentioned above. We believe news related to developers debt repayment will continue to...
CMB International
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250 Views
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bearish
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Thematic (Sector/Industry)
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18 Jan 2024 20:39
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Broker
China Property Sector – NBS Dec data in line, still in bottoming process
The NBS (National Bureau of Statistics) property data was in-line in December 2023, the full year property sales value/property investment decline...
CMB International
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228 Views
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bullish
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Thematic (Sector/Industry)
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18 Dec 2023 11:06
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Broker
China Property Sector – Expect New Policy in BJ/SH to Boost Secondary Market in Dec
Data from National Bureau of Statistics (NBS) in Nov was in line with market expectation, with property investment decline narrowed to -10.6% YoY...
CMB International
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380 Views
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bullish
•
Thematic (Sector/Industry)
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16 Nov 2023 20:26
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Broker
China Property Sector – NBS Oct Data in Line
NBS data in Oct was in line with market expectation, with property investment decline remaining at -11.3% YoY in Oct (vs. -11.3% in Sep) despite a...
CMB International
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320 Views
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bullish
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GreenTown Management Holdings
•
18 May 2023 08:02
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Broker
Greentown Management (9979 HK) – Reverse Roadshow Takeaways
We maintain BUY with TP unchanged at HK$ 9.39 on company’s dominant market share, stable order growth and profit growth, good cash flow and high...
CMB International
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