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[Brokerage Focus] JPMorgan: If mainland real estate stocks pull back, opportunity can be found in property management stocks. China RES Land (01109) and poly ppt ser (06049) still have upside potential.
Kingwu Finance News | JPMorgan released a report stating that mainland real estate stocks rose by 21% yesterday (2nd), compared to a 6% increase in the Hang Seng Index. Some financially troubled companies even soared by 40% to 50%. The bank believes that if central data or policy support falls short of expectations, mainland real estate stocks may experience a sharp pullback. However, it is recommended to seek opportunities in low-priced property management stocks, considering the risk and valuation. The bank believes that China Resources Land (01109), China Resources MixC (01209), and Poly PPT Ser (06049) still have upside potential.
Zhongtai Securities: The property bullish policy will continue to be introduced, bullish on the sector's performance in the fourth quarter.
zhongtai Securities released research reports stating that recently, real estate high-frequency data has continued to decline, weakening even compared to August in the peak season. In the short term, the industry's fundamentals are difficult to bottom out, but looking ahead to the fourth quarter, there is a high probability of continued bullish policies related to real estate being introduced. zhongtai Securities remains bullish on the performance of the real estate sector in the fourth quarter.
CHINA RES MIXC: INTERIM REPORT 2024
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.
Hong Kong stock market concept tracking | Existing home loan interest rate cut imminent, real estate sector accelerates stabilization and valuation repair (with concept stocks)
Industry insiders predict that the specific plan for lowering the interest rates on existing housing loans is unlikely to be introduced before the "National Day" holiday.
Subdued Growth No Barrier To China Resources Mixc Lifestyle Services Limited (HKG:1209) With Shares Advancing 26%
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