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DBS: China Property Sector

Posted on September 19, 2022September 19, 2022 By alanyeo No Comments on DBS: China Property Sector
Signs of physical market bottoming
  • National sales in Aug in line; showing signs of physical market bottoming
  • Expects a moderate pickup in 4Q22 alongside an anticipated pickup in project launches and potential introduction of more policy support
  • Stay with quality names for potential rebound: CR Land (1109 HK), COLI (688 HK), and Yuexiu (123 HK)
  • We like KE Holdings (BEKE US/2423 HK), beneficiary from demand shift to secondary market
China-Property-Sector_16-Sep_2022_HK_IFClick here to Download Full Report in PDF

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Research - Equities Tags:Central China Real Estate, China Overseas Grand Oceans Group Ltd, China Overseas Land and Investment, China Property, China Vanke, CIFI Holdings, COGO, COLI, Country Garden, ESR Cayman, LVGEM China, YANLORD LAND, Yuexiu, Yuexiu REIT

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