HSBC Research highlights a significant rebound in the CN Home sector, with a 24% increase in one month, raising concerns about potential share placements by developers. While fundraising may not be directly tied to balance sheet needs, it could enhance stock liquidity and broaden the shareholder base. The bank remains optimistic about companies like CHINA RES LAND and C&D INTL GROUP due to their strong financial positions and project pipelines, suggesting that any re-emergence of placements is unlikely to disrupt the current market rally.
