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<Research>M Stanley Prefers CHINA RES LAND, CHINA OVERSEAS; CN Real Estate Sales Likely Restrained This Yr
Recommend 6 Positive 8 Negative 9 |
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According to the preliminary research data released by the CRIC, the average YoY decline in December contract sales for the 25 major developers under the CRIS's coverage narrowed to 25%, Morgan Stanley wrote in its research report. Given the rapid weakening of buyer confidence, increased inventory, and passive policies, Morgan Stanley projects sluggish real estate sales in China throughout 2026. In terms of stock selection, Morgan Stanley prefers CHINA RES LAND (01109.HK) and SEAZEN HOLDINGS (601155.SH). As stable mall operators, they are expected to benefit from the emphasis on consumption in the 15th Five-Year Plan and strong policy support for real estate investment trusts. Morgan Stanley also favors C&D INTL GROUP (01908.HK) and CHINA OVERSEAS (00688.HK), whose land reserves will support their profit margins and drive earnings back to a positive growth trajectory. AAStocks Financial News |
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