Kaisa Group's Debt Restructuring Gains Court Approval
Express News | Kaisa Group - Adjourned Hearing for Petition (as Amended) to 30 June 2025
Express News | Kaisa Group Holdings Ltd - Increase in Loss Due to Lower Revenue, Impairment Provision, Exchange Loss
Express News | Kaisa Group Holdings Ltd - Expects Net Loss of Not More Than RMB30 Billion for 2024
KAISA GROUP: PROFIT WARNING
Express News | Kaisa Wins Hong Kong Court Approval for Offshore Debt Plan - Bloomberg News
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.
KAISA GROUP (01638.HK) will hold a Board of Directors meeting on March 31 to approve the annual performance.
Gelonghui, March 18, 丨 Kaishaoye Group (01638.HK) announced that the company will hold a board meeting on March 31, 2025 to approve (among other things) the annual results of the company and its subsidiaries for the year ended 31 December 2024 and consider recommending payment of a final dividend (if any).
Kaisa Group Announces Upcoming Board Meeting for Annual Results and Dividend Consideration
KAISA GROUP: NOTICE OF BOARD MEETING
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.
In February, the year-on-year decline in new housing sales narrowed by 14.5 percentage points. What signals does the return of housing to "Consumer" convey?
① From the performance of housing prices in February, the number of cities with declining new and second-hand housing prices has increased, indicating that the real estate market is still in a phase of stabilization. ② The "Special Action Plan to Boost Consumption" announced on March 16 includes housing demand in the category of "Consumption Upgrade," and it is expected that supportive policies will continue to be introduced to optimize related restrictive measures.
A combination of policies has activated market confidence, and COUNTRY GARDEN has risen nearly 4%, leading Real Estate stocks.
① What are the main driving factors for the rebound of Real Estate stocks? ② After local policies in places like Shenzhen are strengthened, which types or regions of real estate companies will benefit first?
National Bureau of Statistics: From January to February, national Real Estate Development investment reached 1,072 billion yuan, a year-on-year decrease of 9.8%.
According to the National Bureau of Statistics announcement, from January to February, nationwide Real Estate Development investment reached 1,072 billion yuan, a year-on-year decrease of 9.8%, with the decline narrowing by 0.8 percentage points compared to the annual total from last year; among this, Residence investment was 805.6 billion yuan, down 9.2%, with the decline narrowing by 1.3 percentage points.
National Bureau of Statistics: From January to February, national Real Estate Development investment reached 1,072 billion yuan, a year-on-year decrease of 9.8%.
On March 17, the National Bureau of Statistics released the basic situation of the national Real Estate market for January and February 2025.
The market is about to go crazy!
Change in the supply and demand relationship.
Zhongyuan Real Estate: The Hang Seng Index fell below 24,000 points, and the CSI (Residence prices) ended a three-week rise.
Yang Mingyi, Senior Co-Director of the Research Department at Zhongyuan Real Estate, pointed out that the CSI (Residence selling price) latest report is 47.70 points, down 0.65 points from last week's 48.35 points.
Ni Hong, the Minister of Housing and Urban-Rural Development, spoke at the Two Sessions: four major measures to ensure the stability and recovery of the real estate market.
① "We will work with relevant departments to combine short and long-term measures, addressing both symptoms and root causes, and resolutely stabilize the real estate market," said Ni Hong, the Minister of Housing and Urban-Rural Development. ② Regarding how to stabilize the real estate market, Ni Hong stated that efforts will be made in four aspects.
Brokerage morning meeting highlights: The combination of AI applications and high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.
In today's brokerage morning meeting, China International Capital Corporation stated that the market performance in the second half of the year is expected to be better than in the first half; Sinolink believes that the probability of achieving a "stop falling and stabilize" target in the real estate sector by 2025 is relatively high; Huaxi pointed out that the combination of AI applications with high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.
The government work report first mentioned "stabilizing the real estate market" and first-tier cities are expected to continue to reduce restrictive measures.
① Chen Changsheng, deputy director of the State Council Research Office, stated that including stabilizing the real estate and stock markets in the overall requirements of the "Government Work Report" is the first time; ② The government work report today mentioned, "Policies are adjusted based on local conditions to reduce restrictive measures," which indicates an important direction for this year's policies, namely that the purchase restrictions may still be adjusted and optimized.