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Express News | China Resources Land - June Gross Contracted Sales RMB32.00 Bln
According to Zhongzhi Research Institute, the merger and acquisition activity in the real estate industry continued to increase in June.
According to Zhongzhi Research Institute monitoring, there were 17 merger and acquisition trades in the real estate industry in June 2024, an increase of 2 compared to the previous month.
Guosen Securities: Real estate stocks are at the bottom of the box shock and still have opportunities for speculation.
Zhongtong Finance APP learned that Guosen Securities released a research report, stating that in June, except for completion data, the month-on-month decline of other indicators such as real estate sales, investment and financing, and new construction has narrowed, but the base effect has a greater impact and the fundamentals have not shown a "real recovery" marked by "stable house prices", and even the "quasi-recovery" represented by the "narrowing decline" has a weakening trend. It is still impossible to determine when house prices will stop falling, making it difficult to give the true value of real estate assets. However, after a sharp correction in the real estate sector, it has squeezed out the previously overestimated expectations, and real estate stocks are at the bottom of the box shock, still with gaming opportunities. The individual stocks recommended are Hangzhou Binjiang Real Estate Group (00.
China Resources Land (HKG:1109) Shareholders Have Earned a 0.2% CAGR Over the Last Five Years
While not a mind-blowing move, it is good to see that the China Resources Land Limited (HKG:1109) share price has gained 19% in the last three months. But if you look at the last five years the
[Brokerage Focus] China's real estate sector may face downward pressure from July to August, according to CMB International.
Jin Wu News | CMB International stated that Guangzhou has further relaxed regulations allowing foreigners to purchase homes; The land auction market has become hot after canceling the price limit in high-energy-level cities, while low-energy-level cities are relatively weak, indicating that the market-oriented bidding mechanism will accelerate the balance of supply and demand. High-frequency data shows that the sales of new homes have fallen slightly since the peak in late June, while second-hand homes remain strong. From early July to now, the daily average transactions of new homes/second-hand homes have decreased by 21%/increased by 11% respectively compared to the daily averages in June. In terms of transaction observation in first-tier cities, the weekly transaction volume of new and second-hand homes in the 27th week has declined compared with the previous week. Compared with the weekly average transaction volume in the year, Shenzhen and Guangzhou have performed relatively stable.
GF Sec: Land Activation Fund Established, New Home Sales Turn Positive year-on-year in early July.
GF sec released research reports stating that the state-owned assets supervision and administration commission has set up a special fund for land consolidation with a total size of 30 billion yuan and requires central SOEs to report pilot projects to try to solve the problem of long-term high inventory in the real estate market. On the local policy side, this week still mainly focuses on relaxing housing provident fund policies and providing housing subsidies to boost demand, and various regions are still exploring new policies to stimulate demand.
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151369719 : why are the property stocks falling along with the broader market? Opportunity to take advantage of the down trend.