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[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.
[Brokerage Focus] Zhongyin International is optimistic about the real estate and property management sectors, pointing out that the stock prices in the sectors will maintain a repairing trend in the medium to long term.
Jingu Financial News | Zhongyin International said it is optimistic about the real estate and property management sectors. The bank sees Beijing lowering the down payment ratio by 10-15 percentage points and lowering the housing loan interest rate by 30-55 basis points. Consistent with the bank's previous expectations, the minimum down payment ratio and housing loan interest rate restrictions in Beijing have been lowered to the same level as Shanghai and Shenzhen. As for the purchase restriction policy, according to the bank's policy relaxation timetable, there is still some room for Beijing, Shenzhen and Shanghai. As of June 26th, looking at the average daily transaction area before and after the 517 new policy, the new house market in 30 cities and the second-hand house market in 17 cities have both increased by 25%, which may be stimulated by the new policy, and the concentration of the end of the half year on the internet.
WisePort stock analysis | Fiscal and tax reforms stimulate consumer enthusiasm, China Tourism Group Duty Free Corporation (01880) skyrockets with high volume.
The impact of this national fiscal and taxation reform on the capital markets is quite significant, and more importantly, it has rekindled expectations on the consumer level. This is a gradual process, and the specific implementation time may be relatively long, but it does not hinder funds from speculating in advance.
Ping An Securities: Policy game window is approaching, the real estate sector can be moderately positive in the short term.
Multiple factors led to a sharp rise, indicating that a new round of competition has begun.
Poly PPT Ser (06049.HK) acquired an additional 140,400 shares through increase in shareholding by FIDELITY FUNDS.
According to the latest equity disclosure information from the Stock Exchange, on June 20, 2024, Poly Ppt Ser (06049.HK) received an increase in shareholding of 140,400 shares at an average price of HKD 30.4135 per share from FIDELITY FUNDS, involving approximately HKD 4.27 million. After the increase, the latest holding of FIDELITY FUNDS is 7.702 million shares, and the shareholding ratio has increased from 4.93% to 5.02%.
Poly PPT Ser (06049.HK) received 882,800 shareholdings from FIL Limited.
According to the latest equity disclosure information from the Hong Kong Stock Exchange, on June 17, 2024, Poly Ppt Ser (06049.HK) received an increase of 882,800 shares from FIL Limited at an average on-exchange price of HKD32.1885 per share, with a total amount of approximately HKD28.416 million. After this shareholding, the latest number of shares held by FIL Limited increased from 4.91% to 5.49%.
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