China Real Estate_100 days into easing
China Securities·2025-01-12 05:33
Disclosures & Disclaimer 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 8 January 2025 China Real Estate Equities 100 days into easing 10 key observations after 100 days into policy easing: Key stocks Company Ticker Currency Price TP Rating Upside Market cap (USDbn) 3m ADTV (USDm) CR Land 1109 HK HKD 22.15 35.60 Buy 60.7% 20.3 64 Yuexiu 123 HK HKD 4.93 8.20 Buy 66.3% 2.6 14.6 Longfor 960 HK HKD 9.90 20.50 Buy 107.1% 8.8 49.4 KE Holdings BEKE US USD 17.74 30.40 Buy 71.4% 21.4 187.6 CR Mixc 1209 HK HKD 27.60 44.20 B ...