CICC Leasing: Expected 5% Continued Decline in Hong Kong Property Prices, Market to Stabilize in the Second Half of Next Year.

Citi Research released a report stating that Hong Kong property prices are expected to decline by another 5%, and then bottom out in the second half of next year, at which point mortgage rates should significantly decrease to near the level of net rental roi.

Zhitong FinanceNov 26 02:54 ET

Statistics on short positions in Hong Kong stocks | November 22

Zhitong Hong Kong Stock Short Position Holding | November 22

Zhitong FinanceNov 22 05:30 ET

Ping An Securities: Typical urban suburban areas have accumulated inventory and long turnover periods. It is expected that the bottoming out will lag behind the improvement of core areas and good products in the sector.

The path for the real estate industry to "stop falling and stabilize" will follow: "Good products — core areas in first-tier and second-tier cities — stabilization of the national economy — stabilization of the national housing market — stabilization of investment". Low-tier areas (suburbs of second-tier cities + third and fourth-tier cities) are hindered by high inventory levels, leading to a relatively delayed stabilization.

Zhitong FinanceNov 22 02:25 ET

Follow up on Guangzhou! First-tier cities all cancel the standard of ordinary and non-ordinary residential properties, what is the market impact?

① With Guangzhou's official announcement today, all four first-tier cities have now canceled the standards for ordinary residences and non-ordinary residences. ② "For first-tier cities, after canceling the standards for ordinary residences and non-ordinary residences, it can significantly reduce the value-added tax costs in the second-hand housing trade process, lower transaction costs, and promote improving demand."

cls.cnNov 22 01:49 ET

haitong int'l: Significant improvement in commodity housing sales in October, with a narrowing year-on-year decline in completion.

The current real estate sector's market cap as a percentage of economic value is not completely equivalent, indicating potential for value reassessment.

Zhitong FinanceNov 21 03:35 ET

Express News | S&P: China Vanke Downgraded to 'b+' on Shrinking Balance Sheet, Weakening Liquidity; Outlook Negative

ReutersNov 19 22:49 ET