Three Real Estate Stocks Poised for Significant Gains This November
Oversold Stocks Opportunity: The real estate sector has several oversold stocks, presenting potential buying opportunities for undervalued companies, particularly those with a Relative Strength Index (RSI) below 30.
CoStar Group Performance: CoStar Group reported strong quarterly results with a 20% year-over-year revenue increase, yet its stock fell 11% recently, with an RSI of 26.4.
KE Holdings Update: KE Holdings experienced a 12% stock decline despite positive quarterly earnings and significant growth in its agent and store networks, resulting in an RSI of 20.5.
Lineage Inc Results: Lineage reported disappointing quarterly results with a 12% stock drop, maintaining an RSI of 26.8, indicating potential for recovery despite challenging market conditions.
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- Price Fluctuation Analysis: VWO ETF's 52-week low stands at $39.53, with a high of $56.04, and a last trade at $55.26, indicating significant price volatility over the past year, reflecting market interest in its potential value.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average provides investors with valuable technical insights, aiding in better market trend understanding and investment timing.
- ETF Trading Mechanism: ETFs trade similarly to stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting the underlying holdings of the ETF.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding helps identify ETFs experiencing notable inflows or outflows, as such liquidity changes can significantly affect the individual stocks held within the ETFs.
- Complete Exit: XY Capital Ltd disclosed in its SEC filing on November 13, 2025, that it sold all 419,251 shares of JD.com, with an estimated transaction value of $13.68 million, reflecting a strategic response to the stock's long-term downtrend.
- Portfolio Adjustment: Following this transaction, XY Capital's total positions decreased to 157, with reported U.S. equity assets totaling $189.92 million, indicating a significant reallocation of its investment portfolio.
- Market Performance: As of November 13, 2025, JD.com shares were priced at $30.71, down 11.47% over the past year and underperforming the S&P 500 by 25.07 percentage points, highlighting concerns about its future growth prospects.
- Competitive Landscape: Although JD.com ranks as the second-largest e-commerce platform in China, its sluggish growth compared to Alibaba suggests that XY Capital may prefer investing in the better-performing Alibaba, indicating a preference for market leaders in its investment strategy.
- Exit from JD.com: XY Capital disclosed in its SEC filing on November 13, 2025, that it has completely sold 419,251 shares of JD.com for an estimated total of $13.68 million, marking the end of its investment in the company amid concerns over a long-term downtrend in the stock.
- Change in AUM: This transaction represents a 7.21% decrease in XY Capital's 13F reportable assets under management (AUM), which could impact the diversity and risk management strategies of its overall investment portfolio.
- Market Competition Analysis: Despite JD.com's significant position in the Chinese e-commerce market, its performance has lagged behind Alibaba, prompting XY Capital to potentially redirect its investments towards Alibaba, which appears more attractive in the competitive landscape.
- Investment Strategy Adjustment: With JD.com's stock price stabilizing in 2024 but showing minimal growth, XY Capital's exit reflects a keen response to market dynamics, indicating a search for investment opportunities with greater growth potential.

- New Investment Position: Perseverance Asset Management initiated a position in KE Holdings by acquiring 659,849 shares valued at approximately $12.54 million during Q3, indicating confidence in the company's prospects within China's real estate market.
- Asset Management Scale: As of September 30, the fund reported $840.49 million in U.S. equity assets under management, and while KE Holdings is not among its top five holdings, this move reflects a strategic focus on diversified investments.
- Financial Performance: KE Holdings generated $3.2 billion in net revenue in Q3, a 2% year-over-year increase, despite a 36% decline in net income, demonstrating resilience amid a sluggish market environment.
- Share Repurchase Strategy: The company repurchased $281 million in shares during the quarter and approximately $675 million year-to-date, reducing its share count by about 3%, which enhances shareholder value in a volatile earnings landscape.

- New Investment Position: Perseverance Asset Management International initiated a position in KE Holdings by acquiring 659,849 shares valued at approximately $12.54 million during Q3, indicating sustained interest in the Chinese real estate market.
- Asset Management Scale: As of September 30, the fund reported $840.49 million in U.S. equity assets under management, highlighting its significant presence and investment capacity in the market.
- Financial Performance: KE Holdings generated $3.2 billion in net revenue in Q3, a 2% year-over-year increase, despite a steep 36% decline in net income, demonstrating the company's resilience amid market downturns.
- Share Buyback Strategy: KE Holdings repurchased $281 million in shares during the quarter, totaling $675 million year-to-date, which reduced its share count by approximately 3%, thereby enhancing shareholder value.

- New Investment Position: Perseverance Asset Management initiated a position in KE Holdings by acquiring 659,849 shares valued at approximately $12.54 million in Q3, reflecting confidence in the company's potential despite a 12% decline in stock price over the past year.
- Asset Management Scale: As of September 30, Perseverance Asset Management reported $840.49 million in U.S. equity assets under management, indicating its significant market influence and investment capacity.
- Financial Performance: KE Holdings generated $3.2 billion in net revenue in Q3, a 2% year-over-year increase, although its net income fell 36% year-over-year, demonstrating resilience in a sluggish market.
- Share Buyback Strategy: KE Holdings repurchased $281 million in shares during the quarter, totaling $675 million year-to-date, which reduced its share count by approximately 3%, enhancing shareholder value and market confidence.






