花旗:当前是增持中国房地产股的好时机
花旗·2025-04-24 08:36
V i e w p o i n t | 23 Apr 2025 08:45:19 ET │ 12 pages China Property Good Time to Accumulate: ROE Improving; ST Expect a Strong June CITI'S TAKE Dawn of a new chapter: 2-year improving ROE on asset turn; ST expect a strong June — We reckon it is a good time to accumulate China Property sector over a 2- year horizon, with ongoing ROE improvement on asset turn and pricing while also, in the short-term given better June sales expected in key cities. Sector stocks outperformed in early Apr-25 but corrected on ...