浙商证券表示，市场保持良好的价格修复趋势。该行认为，12月重点城市新房成交面积月环比保持正增长。综合重点城市新房和二手房市场趋势判断，我们认为贝壳四季度新房和二手房GTV和收入增速可能会超预期。Ke Holdings (02423) fell over 4% in the afternoon, as of the time of publication, down 3.8%, at HK$48.1, with a turnover of HK$24.879 million.
According to the Smart Financial News APP, Ke Holdings (02423) fell over 4% in the afternoon, as of the time of publication, down 3.8%, at HK$48.1, with a turnover of HK$24.879 million.
On the news front, Ke Holdings previously released its performance. In the third quarter, the company achieved a total GTV trading volume of 736.8 billion yuan, a year-on-year increase of 12%, a quarter-on-quarter decrease of 12%; revenue of 22.6 billion yuan, a year-on-year increase of 27%, a quarter-on-quarter decrease of 3%. On the profit side, in the third quarter, the company achieved adjusted net income attributable to the parent company of 1.8 billion yuan, a year-on-year decrease of 17%, a quarter-on-quarter decrease of 34%; adjusted net margin of 7.9%, gross margin of 23%, both down year-on-year and quarter-on-quarter.
Zheshang Securities stated that the market maintains a good trend of price correction. The bank believes that in December, the month-on-month new home transaction area in key cities continues to exhibit positive growth. Based on the comprehensive trend analysis of the new and second-hand housing markets in key cities, we believe that Ke Holdings' GTV and revenue growth rates for the fourth quarter may exceed expectations.
