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News

6.5

02-04aastocks

HSBC Research Positive on HK/SG Real Estate Markets; Capital Inflows and Policy Support as Main Influencers

5.0

02-03aastocks

SHK PPT Examines Alleged Incidents Involving Maureen Fung and Commits to Necessary Follow-Up Measures

5.0

02-03aastocks

Maureen Fung Steps Down as Executive Director of SHK PPT Citing Health Concerns

8.5

02-03aastocks

SHK PPT Allegedly Pursuing Minimum $5 Billion Loan Over Five Years

4.5

02-03aastocks

HSI Jumps 54 Points at Midday, Weighed Down by TENCENT and KUAISHOU; Banks and Homebuilders Rise

Money Flow

Over the past 66 trading days, overall net money flow is 439.86M, with retail investors contributing 56.65M and major investors adding 367.11M.

Net Buy $ Volume

Net Sell $ Volume

DBS

NULL

to

Buy

upgrade

$122

2026-01-23

Reason

The analyst rating from DBS for SHK PPT (00016.HK) is based on several key factors: 1. Market Position: SHK PPT is recognized as Hong Kong's largest property developer, which provides a competitive advantage in the market. 2. Land Reserve and Investment Portfolio: The company has a substantial land reserve and a robust investment property portfolio, which are considered core strengths that support its business model. 3. Recent Acquisitions: The report notes that SHK PPT acquired six residential sites last year through government tenders and land use conversions, expected to yield over 3 million square feet of gross floor area. 4. Profit Margins: The favorable land costs associated with these projects are projected to result in a pre-tax profit margin exceeding 30%, which is anticipated to bolster SHK PPT's earnings recovery. 5. Target Price Increase: DBS has raised its target price for SHK PPT from HKD112.1 to HKD122, reflecting confidence in the company's growth potential and financial performance. These factors collectively contribute to DBS's "Buy" rating for SHK PPT.

DBS

NULL

to

Buy

Price Target

$122

2026-01-23

upgrade

The analyst rating from DBS for SHK PPT (00016.HK) is based on several key factors: 1. Market Position: SHK PPT is recognized as Hong Kong's largest property developer, which provides a competitive advantage in the market. 2. Land Reserve and Investment Portfolio: The company has a substantial land reserve and a robust investment property portfolio, which are considered core strengths that support its business model. 3. Recent Acquisitions: The report notes that SHK PPT acquired six residential sites last year through government tenders and land use conversions, expected to yield over 3 million square feet of gross floor area. 4. Profit Margins: The favorable land costs associated with these projects are projected to result in a pre-tax profit margin exceeding 30%, which is anticipated to bolster SHK PPT's earnings recovery. 5. Target Price Increase: DBS has raised its target price for SHK PPT from HKD112.1 to HKD122, reflecting confidence in the company's growth potential and financial performance. These factors collectively contribute to DBS's "Buy" rating for SHK PPT.

BOCOM International

Equal-weight

to

Outperform

upgrade

2025-11-28

Reason

The analyst rating was upgraded from Equal-weight to Outperform based on the expectation of a gradual recovery in Hong Kong's real estate market, particularly in the residential sector, followed by premium retail assets and core office spaces. BOCOM International identified key supports for this recovery, including improvements in macro uncertainties (notably interest rate cuts), substantial policy easing, and the return of fundamental demand drivers. They anticipate increases in residential rental levels and prices over the next few years, which further supports their positive outlook on specific stocks like SHK PPT and LINK REIT.

BOCOM International

Equal-weight

to

Outperform

Price Target

2025-11-28

upgrade

The analyst rating was upgraded from Equal-weight to Outperform based on the expectation of a gradual recovery in Hong Kong's real estate market, particularly in the residential sector, followed by premium retail assets and core office spaces. BOCOM International identified key supports for this recovery, including improvements in macro uncertainties (notably interest rate cuts), substantial policy easing, and the return of fundamental demand drivers. They anticipate increases in residential rental levels and prices over the next few years, which further supports their positive outlook on specific stocks like SHK PPT and LINK REIT.

CLSA

Underperform

to

Outperform

upgrade

$110

2025-11-11

Reason

The analyst rating for SHK PPT was upgraded from Underperform to Outperform by CLSA due to several factors: the significant increase in the price list for Cullinan Sky (Phase 2) compared to Phase I, the rebound of Hong Kong property prices by 4% from their low, and the forecasted 5% increase in property prices by 2026. Additionally, the easing of selling pressure and strong rental demand, supported by a US interest rate cut, are expected to benefit leading developers like SHK PPT. Consequently, CLSA raised its target price for the company from $63.6 to $110.

CLSA

Underperform

to

Outperform

Price Target

$110

2025-11-11

upgrade

The analyst rating for SHK PPT was upgraded from Underperform to Outperform by CLSA due to several factors: the significant increase in the price list for Cullinan Sky (Phase 2) compared to Phase I, the rebound of Hong Kong property prices by 4% from their low, and the forecasted 5% increase in property prices by 2026. Additionally, the easing of selling pressure and strong rental demand, supported by a US interest rate cut, are expected to benefit leading developers like SHK PPT. Consequently, CLSA raised its target price for the company from $63.6 to $110.

UBS

Buy -> Neutral

downgrade

$96

2025-10-16

Reason

The analyst rating for SHK PPT was downgraded from Buy to Neutral by UBS due to a more balanced risk-reward scenario. While the company has benefited from the recovery in the residential market and its stock price has increased by 29% year-to-date, UBS noted that the dividend yield remains below 4%, indicating limited room for growth in dividend per share for FY26. This combination of factors led to the downgrade.

UBS

Buy -> Neutral

Price Target

$96

2025-10-16

downgrade

The analyst rating for SHK PPT was downgraded from Buy to Neutral by UBS due to a more balanced risk-reward scenario. While the company has benefited from the recovery in the residential market and its stock price has increased by 29% year-to-date, UBS noted that the dividend yield remains below 4%, indicating limited room for growth in dividend per share for FY26. This combination of factors led to the downgrade.

UOB Kay Hian

NULL -> Buy

upgrade

$22.8

2025-10-15

Reason

UOB Kay Hian upgraded KERRY PPT's rating to Buy due to the strong performance of the Jinling Residences project, which sold out on its first day with a subscription rate of 190% and an increase in average selling price. Despite high construction costs, the broker anticipates satisfactory profits from the project upon its completion in 2027, which could enhance the company's core net profit. Additionally, the recent decline in KERRY PPT's stock price is seen as an attractive entry opportunity for investors.

UOB Kay Hian

NULL -> Buy

Price Target

$22.8

2025-10-15

upgrade

UOB Kay Hian upgraded KERRY PPT's rating to Buy due to the strong performance of the Jinling Residences project, which sold out on its first day with a subscription rate of 190% and an increase in average selling price. Despite high construction costs, the broker anticipates satisfactory profits from the project upon its completion in 2027, which could enhance the company's core net profit. Additionally, the recent decline in KERRY PPT's stock price is seen as an attractive entry opportunity for investors.

Valuation Metrics

Forward PE

N/A

5Y Average PE

0.66

Current PE

0.00

Overvalued PE

3.39

Undervalued PE

-2.07

Forward EV/EBITDA

5Y Average EV/EBITDA

10.35

Current EV/EBITDA

12.02

Overvalued EV/EBITDA

11.44

Undervalued EV/EBITDA

9.26

Forward PS

5Y Average PS

3.12

Current PS

3.19

Overvalued PS

3.48

Undervalued PS

2.76

Financials

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