KE Holdings Stock Discussion

$TENCENT(00700.HK)$ $Tencent(TCEHY.US)$
- Highly favored by US investors.
- Rated Buy or Overweight.
- Catalysts: improved gaming performance, strong advertising growth, sustained shareholder returns.
$TRIP.COM-S(09961.HK)$ $Trip.com(TCOM.US)$
- Focus on international business development for long-term growth.
- Rated Buy.
$NTES-S(09999.HK)$ $NetEase(NTES.US)$
- Bullish outlook, though less popular among investors.
- Rated...

News Highlights
$Citigroup(C.US)$ shares ended mostly flat. Its options trading volume was 0.62 million. Call contracts account for 95.4% of the total trading volume. The most traded contracts are $55, 57.5, and 52.5 calls strike price that expire on May 17th. The total volume reaches 138,816, 93,010, and 64594 contracts, respectively.
A confidential risk-management study prepared by Citigroup ...

Hong Kong stocks opened lower this morning. $Hang Seng Index(800000.HK)$ opened lower by 203 points or 1.2% at 16,758. $Hang Seng China Enterprises Index(800100.HK)$ started lower by 77 points or 1.3% at 5,828. $Hang Seng TECH Index(800700.HK)$ opened 69 points or 1.9% lower at 3,534.
As for mainland property stocks, $CHINA VANKE(02202.HK)$ contracted sales in February plummeted 53.5% YoY, and its shares opened 1.3% lower this morning. $LONGFOR GROUP(00960.HK)$ and $CHINA RES LAND(01109.HK)$ opened ...

$KE Holdings(BEKE.US)$ rubbish

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
alphaedgeinvest...
$AAC TECH(02018.HK)$ $ANTA SPORTS(02020.HK)$ $CHINA MOBILE(00941.HK)$ $SINOPEC CORP(00386.HK)$ $BEKE-W(02423.HK)$ $LI AUTO-W(02015.HK)$ $Li Auto(LI.US)$ $SAMSONITE(01910.HK)$ $TENCENT(00700.HK)$ $TRIP.COM-S(09961.HK)$ $Trip.com(TCOM.US)$ $XIAOMI-W(01810.HK)$

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
DBS: China Real Estate - Alpha Edge Investing
$CHINA RES LAND(01109.HK)$ $YUEXIU PROPERTY(00123.HK)$ $CHINA OVERSEAS(00688.HK)$ $KE Holdings(BEKE.US)$ $BEKE-W(02423.HK)$

Daiwa, in its report, forecast that China's dotcom bellwethers will hail opportunities next year, with companies under the "going abroad" theme and those with solid shareholder return policies expected to outperform.
The broker reiterated its bullish stance on the dotcom sector, with its top picks being $TENCENT(00700.HK)$ , NetEase $NetEase(NTES.US)$ , Pinduoduo $PDD Holdings(PDD.US)$ and $KUAISHOU-W(01024.HK)$, as it ex...

Appaloosa Sours On Apple, Loads Up On Other Tech Stocks
Tepper's firm closed out its position in $Apple(AAPL.US)$ in the third quarter, selling about 480,000 shares. But tech's still a favorite in its portfolio as it added roughly 587,000 shares of $Amazon(AMZN.US)$ , 450,000 shares of $Meta Platforms(META.US)$ , 440,000 shares of Alphabet Class C shares ( $Alphabet-C(GOOG.US)$ ) and 400,000 shares of $Microsoft(MSFT.US)$ during th...

Third-quarter reports will be this week's focus, with S&P 500 companies on pace to return to earnings growth. It will be a much quieter week on the economics front after a Federal Reserve meeting, jobs data, and U.S. Treasury funding announcements last week.
Companies reporting on Monday will include $Vertex Pharmaceuticals(VRTX.US)$ and $NXP Semiconductors(NXPI.US)$. On Tuesday, $Uber Technologies(UBER.US)$, $Rivian Automotive(RIVN.US)$, and ...