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China Merchants Shekou: Briefing on sales and recent land use rights purchases in September 2024
Express News | China Merchants Shekou Says Sept Contract Sales 14.4 Bln Yuan
China Merchants Shekou Industrial Zone Holdings Co., Ltd. (SZSE:001979) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?
CICC: Real estate entering policy observation period, bullish on China Res Land and others.
CICC released a research report stating that the mainland real estate sector will enter a period of policy effect observation. Considering that the current real estate sector is still in a trend of shrinking volume and falling prices, the comprehensive financial support policies announced on September 24 may bring about a temporary marginal improvement, but whether they can bring about a turning point in the fundamentals still needs to observe the policy effects, and whether there will be further efforts to boost economic growth from the fiscal side. The development sector recommends stable stocks, such as China Merchants Shekou Industrial Zone Holdings, China Resources Land (01109), China Overseas (00688); the service sector suggests positioning on the left side of price fluctuations in enterprises with better composite returns in growth and dividend yield, such as Hua.
Open Source Securities: Accelerating the promotion of allocated indemnificatory apartments, multiple second-tier cities are implementing
Since 2024, under the call of the central government to increase the construction and supply of indemnificatory housing, local governments have successively announced the construction goals of allocation-type indemnificatory housing, and some cities have completed the specific project subscriptions.
Express News | China Merchants Shekou Says Aug Contract Sales at 14 Bln Yuan
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