KE Holdings Inc.'s (NYSE:BEKE) Intrinsic Value Is Potentially 66% Above Its Share Price
Shares of US-listed Chinese Stocks Are Trading Higher Amid AI Competition From China's DeepSeek.
Express News | Shares of US-listed Chinese Stocks Are Trading Higher Amid AI Competition From China's DeepSeek
Minsheng Securities: Initiated a "recommendation" rating for KE Holdings-W (02423). The company's basic business is stable and its platform advantages are significant.
The first recommendation for KE Holdings-W (02423) is a "Recommendation" rating, as the company is a leading platform in the domestic real estate brokerage industry, with significant platform advantages.
[Brokerage Focus] Minsheng Securities initially gave KE Holdings (02423) a "Recommended" rating, stating that its fundamental Business is stable and has formed its own platform advantages.
Jinwu Financial News | Minsheng Securities research indicates that from 2019 to 2023, KE Holdings (02423) revenue increased from 46 billion yuan to 77.8 billion yuan, with a CAGR of approximately 14%. In 2024 Q3, the company's revenue is 62.3 billion yuan, an increase of 8.3% year-on-year. Regarding net income, KE Holdings turned a profit in 2023 with a net income of 5.9 billion yuan, and a Non-GAAP net income of 9.8 billion yuan. For the first three quarters of 2024, the company's net income is about 3.5 billion yuan, and the Non-GAAP net income is approximately 5.9 billion yuan. The bank notes that as of 2024 Q3, the KE Holdings platform has more than 0.048 million stores and brokers.
KE Holdings-W (02423.HK) spent 5 million USD to repurchase 0.881 million shares on January 24.
Gelonghui, January 27th丨KE Holdings-W (02423.HK) announced that on January 24, 2025, it spent 5 million USD to repurchase 0.881 million shares, with the repurchase price per share ranging from 5.63 to 5.74 USD.
KE Holdings-W (02423.HK) spent 5 million USD to repurchase 0.91 million shares on January 23.
On January 24, Gelonghui reported that KE Holdings (02423.HK) announced the repurchase of 910,000 shares at a cost of 5 million USD on January 23, 2025, with a repurchase price of 5.43-5.55 USD per share.
KE Holdings-W (02423.HK) spent 5 million USD to repurchase 0.883 million shares on January 22.
Gelonghui reported on January 23 that KE Holdings-W (02423.HK) announced the repurchase of 0.883 million shares on January 22, 2025, at a cost of 5 million USD, with a repurchase price ranging from 5.57 to 5.71 USD per share.
KE Holdings-W (02423.HK) spent 5.0035 million USD to repurchase 0.8711 million shares on January 21.
Gelonghui, January 22 - KE Holdings (02423.HK) announced that on January 21, 2025, it spent $5.0035 million to repurchase 0.8711 million shares, with a repurchase price ranging from $5.65 to $5.98 per share.
KE Holdings (02423) rose by 5.51% and is expected to enter the market in early March. Institutions anticipate that the Real Estate market will see some recovery after the Spring Festival.
Jinwu Financial News | KE Holdings (02423) is experiencing strong fluctuations, with a 5.51% increase as of the time of writing, trading at HKD 46.9, with a trading volume of HKD 0.128 billion. According to news reports, CICC stated that KE Holdings returned to dual primary listing on the Hong Kong Stock Exchange in mid-2022 and is currently a constituent of the Hang Seng Composite Index large-cap stocks. Due to the nature of Weighted Voting Right Stocks, inclusion in Stock Connect requires additional conditions: 1) Listing for at least 6 months and 20 trading days; 2) Average Market Cap not less than HKD 20 billion and trading volume not less than HKD 6 billion over the 183 days before the assessment date, among other requirements. The bank estimates until December 31, 2024.
KE Holdings-W (02423.HK) spent 5 million USD to buy back 0.879 million shares on January 17.
Gelonghui, January 20丨KE Holdings-W (02423.HK) announced that on January 17, 2025, it spent 5 million USD to repurchase 0.879 million shares, with a repurchase price of 5.56-5.8 USD per share.
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KE Holdings-W (02423.HK) spent 5 million USD to repurchase 0.9006 million shares on January 16.
Glory Financial announced on January 17 that KE Holdings (02423.HK) spent 5 million USD to buy back 0.9006 million shares on January 16, with a buyback price per share between 5.5 and 5.59 USD.
[Brokerage Focus] Ping An Securities: As the Spring Festival holiday approaches, the real estate Industry is expected to enter a period of sluggish transactions in the short term.
Jinwoo Financial News | Ping An Securities has released its monthly report on the real estate Industry. With the approach of the Spring Festival holiday, it is expected that short-term transactions will enter a period of stagnation. In the mid-term view, the current high point of the property market in terms of volume and price has clearly receded. Coupled with the reduction of down payments and interest rates, the threshold for residents to purchase property has significantly improved. Although the existing inventory is high and expectations for housing prices and income still constrain the property market's performance, it is believed that the sharp decline in the market has passed. As more high-efficiency, high-quality products enter the market, some demand may flow back from the second-hand housing market to the new housing market, leading to a stabilization of high-quality products in the market first. The short-term focus should be on the performance from after the Spring Festival to March. On the indiv
Preview of the adjustment of the China International Capital Corporation's Hong Kong Stock Connect and the Hang Seng Index: 24 companies are expected to be included in the Hong Kong Stock Connect, while 27 may be removed.
CITIC Securities pointed out that 24 companies, such as China Resources Beverage (02460) and KE Holdings (02423), are expected to be included in the Hong Kong Stock Connect, while 27 companies may be removed.
KE Holdings-W (02423.HK) spent 5 million USD to repurchase 0.8965 million shares on January 15.
Glory Capital reported on January 16 that KE Holdings (02423.HK) announced that on January 15, it spent 5 million USD to repurchase 0.8965 million shares.
Sinolink Securities: The scale of the top 100 real estate companies is waiting to stabilize, with central state-owned enterprises dominating the market.
It is expected that the volume of commodity housing transactions will stabilize and gradually boost market confidence by 2025, reversing the downward expectations for housing prices.
KE Holdings-W (02423.HK) spent 5 million USD to repurchase 0.904 million shares on January 13.
Gelonghui, January 14丨KE Holdings-W (02423.HK) announced that on January 13, 2025, it spent 5 million USD to repurchase 0.904 million shares.
Shares of Chinese Stocks Are Trading Higher. China's Central Bank Reportedly Indicated It Would Take Measures to Support Economic Growth.
Express News | Shares of Chinese Stocks Are Trading Higher. China's Central Bank Reportedly Indicated It Would Take Measures to Support Economic Growth