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Yuexiu Property (123 HK)
Watchlist
93
Analysis
Real Estate
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China
Yuexiu Property Company Ltd., through its subsidiaries, develops, manages and invests in properties. The Company also invests in a Real Estate Investment Trusts.
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bullish
•
Thematic (Sector/Industry)
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02 May 2024 19:40
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Broker
Property - Hope +ve Policy Tone and Better Trading Sentiment to Help Fundamental Recovery
China’s Politburo meeting called for research on destocking measures, a topic that has not been mentioned on this level’s meeting since 2016.
CMB International
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188 Views
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bullish
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Thematic (Sector/Industry)
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17 Apr 2024 18:51
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Broker
Property - NBS 1Q24: Weakness Was Well Expected, Expecting More Financing-Side Policies
REI decline widened to 9.5% from -9.0% in 2M24 even though continued base adjustment lowered the number in 1Q23 by 6%. REI was at - 15% if...
CMB International
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164 Views
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bullish
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Thematic (Sector/Industry)
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03 Apr 2024 18:44
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Broker
Property - Weekly highlight: Strong WoW recovery at Mar end, policy relaxation continued
Vanke’s H/A shares shed 13%/5% yesterday as another wave of negative news flooded the market. The company explained the financing challenge it...
CMB International
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242 Views
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bullish
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Thematic (Sector/Industry)
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05 Feb 2024 11:11
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Broker
China Property – Which Projects in Whitelist Are More Likely to Obtain Incremental Loans?
Last Friday, developer names saw mixed performance. In contrast to speculating on defaulted names previously, it is worth noting that stocks with...
CMB International
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229 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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232 Views
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