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<Research>HSBC Research: Mkt Watches for Catalyst for CN Property; Earnings of CHINA RES LAND, Other Developers Expected to Recover
Recommend 3 Positive 7 Negative 2 |
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HSBC Global Investment Research published a report on the Chinese property market. It expressed its view that the market has largely factored in the accelerated decline in housing prices in 2H25. Investors are now on the sideline for further policy measures and the spring sales peak in the real estate market. Year-to-date, the Chinese property sector has charted solid returns, reflecting a shift towards positive market sentiment due to renewed policy expectations and a stabilizing macroeconomic environment. The broker expected broader monetary easing measures, such as a 10bps cut in key interest rates, to emerge before the Lunar New Year. Regarding stocks, the broker preferred CHINA RES LAND (01109.HK), C&D INTL GROUP (01908.HK), and SEAZEN (01030.HK), anticipating their earnings to recover from 2026 onwards. In the retail sector, the negative wealth effect from the property downturn has lessened, while categories such as sports apparel and electronic devices still hold enormous growth potential. CHINA RES LAND and SEAZEN are expected to benefit from the recovery in retail sales and the revaluation of investment properties. AASTOCKS Financial News Website: www.aastocks.com |
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