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4.0

04:02 AMaastocks

<Study>JPM Ratings and Target Prices for Hong Kong Homebuilders (Table)

4.0

03:57 AMaastocks

JPM Projects Developers' Earnings to Potentially Recover Next Fiscal Year, Upgrades NEW WORLD DEV to Neutral

4.0

02:26 AMaastocks

JPM Selects HANG LUNG PPT, SWIRE PROPERTIES, and SINO LAND as Preferred Choices; HK Developers' Performance Reaches Lowest Point

4.5

01-19aastocks

CICC Identifies Possible 'Blue Chip' Stocks for HSI Semi-Annual Adjustment Predictions (Table)

6.5

01-19aastocks

CICC Forecasts Inclusion of ZIJIN GOLD INTL, BEONE MEDICINES, PICC P&C, and AKESO in HSI; STANCHART Likely to Take HANG SENG BANK's Place

Money Flow

Over the past 66 trading days, overall net money flow is -16.27M, with retail investors contributing -11.79M and major investors adding -6.16M.

Net Buy $ Volume

Net Sell $ Volume

HSBC

HSBC Global Research

maintain

$23.9

2025-10-02

Reason

The analyst rating for BABA-W (09988.HK) is influenced by several factors highlighted in the article. The key reasons include: 1. Negotiations for Office Purchase: BABA-W is reportedly in negotiations to purchase a significant office space in Hong Kong, which, if completed, would be the largest single office transaction in the city for the year. This indicates a strong interest in the office market and potential growth in demand. 2. Improving Market Demand: The broker notes that recent large-scale leasing transactions and increasing interest in office sales reflect an improving market demand for office spaces in Hong Kong. 3. Lower Downside Risk: The broker believes that the downside risk for Hong Kong office landlords may be lower than previously anticipated, suggesting a more favorable outlook for the office market. 4. Potential Stabilization of Rents: In an optimistic scenario, office rents in the Central district might stabilize earlier than expected, which could positively impact the performance of related stocks. Overall, these factors contribute to a more positive outlook for BABA-W and the broader office market in Hong Kong, influencing the analyst's rating.

HSBC

Price Target

$23.9

2025-10-02

maintain

The analyst rating for BABA-W (09988.HK) is influenced by several factors highlighted in the article. The key reasons include: 1. Negotiations for Office Purchase: BABA-W is reportedly in negotiations to purchase a significant office space in Hong Kong, which, if completed, would be the largest single office transaction in the city for the year. This indicates a strong interest in the office market and potential growth in demand. 2. Improving Market Demand: The broker notes that recent large-scale leasing transactions and increasing interest in office sales reflect an improving market demand for office spaces in Hong Kong. 3. Lower Downside Risk: The broker believes that the downside risk for Hong Kong office landlords may be lower than previously anticipated, suggesting a more favorable outlook for the office market. 4. Potential Stabilization of Rents: In an optimistic scenario, office rents in the Central district might stabilize earlier than expected, which could positively impact the performance of related stocks. Overall, these factors contribute to a more positive outlook for BABA-W and the broader office market in Hong Kong, influencing the analyst's rating.

Morgan Stanley

Equalweight

maintain

$18 -> $20

2025-08-14

Reason

The analyst rating from Morgan Stanley for SWIREPROPERTIES (01972.HK) was influenced by several factors, including: 1. Revised EPS Forecasts: The firm raised its underlying EPS forecasts for FY2025-FY2027 by 11%/1%/2% to reflect the latest first-half results. 2. Capital Recycling Progress: Recent advancements in capital recycling were taken into account. 3. Updated Leasing and Occupancy Rates: Adjustments were made based on updated forecasts for commercial property leasing and occupancy rates. 4. Development Property Sales Expectations: The latest expectations for contracted sales and bookings in development properties were also considered. 5. Dividend Growth: The full-year dividend forecasts for FY2025-FY2027 were lifted by 0.2%, indicating expected year-over-year dividend growth of 4.7%/4.5%/4.5%. As a result of these factors, Morgan Stanley increased its target price for the stock by 11% to $20, while maintaining an "Equalweight" rating.

Morgan Stanley

Equalweight

Price Target

$18 -> $20

2025-08-14

maintain

The analyst rating from Morgan Stanley for SWIREPROPERTIES (01972.HK) was influenced by several factors, including: 1. Revised EPS Forecasts: The firm raised its underlying EPS forecasts for FY2025-FY2027 by 11%/1%/2% to reflect the latest first-half results. 2. Capital Recycling Progress: Recent advancements in capital recycling were taken into account. 3. Updated Leasing and Occupancy Rates: Adjustments were made based on updated forecasts for commercial property leasing and occupancy rates. 4. Development Property Sales Expectations: The latest expectations for contracted sales and bookings in development properties were also considered. 5. Dividend Growth: The full-year dividend forecasts for FY2025-FY2027 were lifted by 0.2%, indicating expected year-over-year dividend growth of 4.7%/4.5%/4.5%. As a result of these factors, Morgan Stanley increased its target price for the stock by 11% to $20, while maintaining an "Equalweight" rating.

Valuation Metrics

Forward PE

5Y Average PE

14.56

Current PE

16.98

Overvalued PE

16.58

Undervalued PE

12.54

Forward EV/EBITDA

5Y Average EV/EBITDA

14.95

Current EV/EBITDA

19.12

Overvalued EV/EBITDA

16.89

Undervalued EV/EBITDA

13.01

Forward PS

5Y Average PS

7.34

Current PS

7.47

Overvalued PS

8.55

Undervalued PS

6.13

Financials

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