H Shares Performance: Various H shares showed mixed performance with C&D International Group and China Overseas experiencing declines, while China Res Land and China Vanke saw slight increases. Short selling ratios varied significantly among these stocks.
A Shares Overview: A shares like Binjiang Group and Merchants Shekou also displayed positive movements, but some, such as Poly Developments and Vanke A, were rated as underperforming with reduced target prices.
Market Sentiment: Analysts from BofAS predict more aggressive property policies in China by March and April, favoring companies like China Resources Land and China Overseas Land & Investment.
Short Selling Data: The short selling data indicates varying levels of investor confidence, with some stocks experiencing high short selling ratios, reflecting market skepticism.
Wall Street analysts forecast 00123 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00123 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 00123 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 00123 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: 4.190
Low
Averages
High
Current: 4.190
Low
Averages
High
Morgan Stanley
Morgan Stanley
maintain
Al Analysis
2025-11-05
Reason
Morgan Stanley
Morgan Stanley
Price Target
Al Analysis
2025-11-05
maintain
Reason
The analyst rating from Morgan Stanley is influenced by several factors:
1. Market Sentiment: The significant decline in sales and the acceleration of second-hand home price declines in major cities in mainland China are contributing to a negative market sentiment. The large volume of second-hand property listings is expected to continue suppressing this sentiment, impacting property sales and prices for the remainder of the year.
2. Cautious View on the Market: Morgan Stanley maintains a cautious outlook on the overall physical property market due to the cooling of short-term stimulus expectations and weak sales.
3. Opportunities in Quality SOEs: Despite the cautious view, the report suggests that the recent industry pullback may present a good entry opportunity for quality state-owned enterprises (SOEs), which are seen as long-term market consolidators with attractive dividend yields.
4. Prudence on Private Enterprises: The broker expresses a more prudent stance on private enterprises, citing concerns over their aging and depleting land reserves, which may limit their sales and profitability in the long term.
5. Optimism for Specific Companies: Morgan Stanley is optimistic about specific companies like CHINA RES LAND and C&D INTL GROUP, viewing them as potential outperformers due to their strong market positions and dividend yields. They also see potential for companies like CHINA OVERSEAS, CHINA JINMAO, and YUEXIU PROPERTY to outperform peers in the upcoming quarter based on potentially stronger sales performance.
Overall, the rating reflects a cautious but selective optimism, focusing on quality SOEs while being wary of the broader market challenges.
Morgan Stanley
maintain
2025-11-05
Reason
Morgan Stanley
Price Target
2025-11-05
maintain
Reason
The analyst rating from Morgan Stanley is influenced by several factors:
1. Market Sentiment: The significant decline in sales and the acceleration of second-hand home price declines in major cities in mainland China are contributing to a negative market sentiment. The large volume of second-hand property listings is expected to continue suppressing this sentiment, impacting property sales and prices for the remainder of the year.
2. Cautious View on the Overall Market: Morgan Stanley maintains a cautious outlook on the overall physical property market due to the cooling of short-term stimulus expectations and weak sales.
3. Opportunities for Quality SOEs: Despite the cautious view, the report suggests that the current industry pullback may present a good entry opportunity for quality state-owned enterprises (SOEs), which are seen as long-term market consolidators with attractive dividend yields.
4. Prudence on Private Enterprises: The broker expresses a more prudent stance on private enterprises, citing concerns over their aging and depleting land reserves, which may limit their sales and profitability in the long term.
5. Optimism for Specific Companies: Morgan Stanley is optimistic about specific companies like CHINA RES LAND and C&D INTL GROUP, viewing them as potential outperformers due to their strong market positions and dividend yields. They also see potential for companies like CHINA OVERSEAS, CHINA JINMAO, and YUEXIU PROPERTY to outperform peers in the upcoming quarter based on potentially stronger sales performance.
Overall, the rating reflects a cautious but selective optimism, focusing on quality SOEs while being wary of the broader market conditions affecting private enterprises.
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HSBC
HSBC Global Research
maintain
2025-10-23
Reason
HSBC
HSBC Global Research
Price Target
2025-10-23
maintain
Reason
The analyst rating from HSBC Global Research is based on an optimistic outlook for the profit recovery of major Chinese property developers by 2026. The report highlights an expected increase in normalized profit calculations and improved margins for these developers. HSBC specifically favors stocks like CHINA RES LAND, C&D INTL GROUP, and SEAZEN, all rated as "Buy," due to their anticipated earnings growth above pre-crisis levels. The positive sentiment is further supported by the expectation of increased market share for leading developers and a growing interest in the C-REIT market, which could enhance investor engagement in the sector.
Citi
Buy
maintain
$6.2
2025-08-27
Reason
Citi
Price Target
$6.2
2025-08-27
maintain
Buy
Reason
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.
