[Brokerage Focus] CITIC SEC: Bullish on developers skilled in quality housing construction and the Property Service Sector which may exceed expectations overall.

Jinwu Financial News | CITIC SEC Research Reports point out that the current Real Estate sector faces three major opportunities. The first is that the supply-side reform is relatively sufficient, and the resistance to enterprise transformation and upgrading is low; the second is that the positioning of bulk Consumer is unprecedented, and policy reserves are exceptionally rich; the third is that market Trade data continues to perform well. Bullish on developers skilled in constructing quality homes and the Property Service Sector, which may have overall dividends exceeding expectations.

Jingwu Financial NewsMar 23 21:09 ET

In the first two months, the sales area of new houses decreased by 5.1% year-on-year. Mainland Real Estate stocks faced setbacks at the beginning of trading, with RADIANCE HLDGS (09993) falling by 4.03%.

Jinwu Finance | Mainland Real Estate stocks faced setbacks in early trading. As of the time of writing, RADIANCE HLDGS (09993) dropped 4.03%, COUNTRY GARDEN (02007) fell 1.92%, CIFI HOLD GP (00884) decreased 1.82%, AGILE GROUP (03383) declined 1.64%, CHINA RES LAND (01109) lost 1.49%, and CHINA OVERSEAS (00688) went down 1.22%. In terms of news, on March 17, the National Bureau of Statistics announced that from January to February, nationwide investment in Real Estate Development totaled 1072 billion yuan, a year-on-year decrease of 9.8%, with the decline narrowing by 0.8 percentage points compared to the previous year's total.

Jinwu Financial NewsMar 19 22:11 ET

CHINA RES LAND (01109.HK) signed a regular loan financing agreement.

On March 19, Gelonghui reported that CHINA RES LAND (01109.HK) announced that on March 19, 2025, Dragon Rider Development Limited (a company holding a 45% beneficial interest in all its issued shares) will act as the borrower, along with the company and China Resources (Group) Co., Ltd. (“China Resources Group”) as the guarantor, with specific Banks and Financial Institutions as lenders, specific Banks and Financial Institutions as the entrusted lead arranger and bookrunner, China Merchants Yonglong Bank as the financing agent, and China Merchants Yonglong Bank as the guarantor agent.

Gelonghui FinanceMar 19 05:05 ET

Express News | China Resources Land - Dragon Rider Development Entered Facility Agreement for Term Loan Facilities up to HKD 6.34 Bln

ReutersMar 19 05:03 ET

Brokerage morning meeting highlights: The effect of the real estate market stabilizing after the decline may gradually become apparent, and the Industry valuation may rise.

At today's Brokerage morning meeting, HTSC proposed that the enhancement of Technology attributes may elevate the valuation levels of symbols related to the gaming Industry; Soochow believes that the short-term adjustment in the Construction Machinery Sector does not change the positive trend for the entire year; Galaxy Securities stated that the effects of the real estate market stabilizing may gradually become apparent, and the Industry valuation may rise.

cls.cnMar 18 20:24 ET

Ke Rui Real Estate Research: It is expected that in the first half of the year, major cities will see more Bullish Signals in housing prices.

Kerry Real Estate Research states that thanks to a series of measures such as boosting Consumer spending and stabilizing Asset prices, the housing prices in large and medium-sized cities will welcome more Bullish Signals, and the warmth of the new housing price Index will also accelerate its transmission to the second-hand housing market.

Zhitong FinanceMar 17 04:26 ET