Transition in Real Estate: Recent policies emphasize the real estate industry's shift towards a new model, focusing on high-quality development and operational real estate as key trends for future growth.
Global Trends: The evolution of overseas real estate firms has led to successful transitions into asset management platforms, driven by asset securitization and capital globalization.
Market Recognition: CHINA RES LAND is noted as a leading real estate company in China, recognized for its strategic transformation towards asset management, which is gaining market acceptance.
Corporate Structure Opportunities: Companies with a high proportion of holding properties, like LONGFOR GROUP, have potential for transformation, supported by a consensus on separating light and heavy platforms to enhance corporate value.
Wall Street analysts forecast 00960 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00960 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
Wall Street analysts forecast 00960 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00960 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
0 Hold
0 Sell
Current: 9.200
Low
Averages
High
Current: 9.200
Low
Averages
High
Citi
Citi Research
Buy
downgrade
$35
Al Analysis
2025-12-22
Reason
Citi
Citi Research
Price Target
$35
Al Analysis
2025-12-22
downgrade
Buy
Reason
The analyst rating from Citi Research for CHINA RES LAND, LONGFOR GROUP, and POLY DEVELOPMENTS is maintained at "Buy" despite the overall weakness in China's real estate sector in 4Q25. The reasons for the ratings and target price adjustments include:
1. Weak Sales Performance: The real estate sector experienced significant declines in sales, with a 36% year-over-year drop for listed property developers in November and a projected 40% decline in December.
2. Lower Earnings Forecasts: Citi Research lowered its earnings forecasts for these companies due to reduced profit margins in property development. Specifically, earnings forecasts were cut by 10%-11% for CHINA RES LAND, 25%-89% for LONGFOR GROUP, and 22%-83% for POLY DEVELOPMENTS.
3. Target Price Reductions: The target prices were adjusted downward to reflect the lowered earnings projections, with CHINA RES LAND's target price reduced from $39.62 to $35, LONGFOR GROUP's from $15.8 to $13.8, and POLY DEVELOPMENTS' from RMB9.5 to RMB7.5.
Despite these challenges, the "Buy" rating suggests that the analysts believe these companies still have potential for recovery or value in the long term.
HSBC
HSBC Research
Hold
to
Reduce
downgrade
$3
2025-11-28
Reason
HSBC
HSBC Research
Price Target
$3
2025-11-28
downgrade
Hold
to
Reduce
Reason
The analyst rating for CHINA VANKE was downgraded from Hold to Reduce due to concerns about its credit situation, which is considered idiosyncratic and potentially damaging to its credit image, especially in light of possible debt restructuring. The report suggests that while the systemic tail risk in the Chinese property sector is manageable, the specific issues facing CHINA VANKE could have lasting negative effects. The broker also expressed a preference for other companies in the sector, such as CHINA RES LAND, C&D INTL GROUP, and SEAZEN, which were maintained at Buy ratings. Additionally, the report highlighted that meaningful stimulus policies could present upside risks for the stock price, but the overall outlook for CHINA VANKE remains cautious.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
