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| HSI1 | 21,980.74 | +70.98 | 208.04B |
| HSCEI1 | 8,080.54 | +23.69 | 83.92B |
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2025-04-24 10:42:15 Citi’s report opined that now is a good time to accumulate Chinese property stocks, with a two-year investment horizon. This was backed by improving asset turnover and pricing, which continued to enhance ROE, alongside anticipated strong sales in major cities in June. The sector fared robustly in early April 2025 but marked a pullback due to investor concerns that the Politburo meeting in April might fall short of expectations. Citi foresaw more proactive real estate support measures at the late-April 2025 Politburo meeting, even though tariff concerns relieve. Citi highlighted that management changes at companies like CHINA VANKE (02202.HK) and GREENTOWN CHINA (03900.HK) reflected efforts to enhance shareholder value through improved management efficiency and structure. Top picks included KE Holdings (BEKE.US), C&D INTL GROUP (01908.HK), CHINA JINMAO (00817.HK), and CHINA RES LAND (01109.HK). ~ AAStocks Financial News Web Site: www.aastocks.com | |