SDIC Securities: The new real estate policy goes hand in hand, and the collection and storage of state-owned assets is expected to accelerate and continue to be optimistic about the performance of building materials in the good production chain
The real estate industry has ushered in major favorable policies. Purchase restrictions have been relaxed in many places, and mortgage relaxation policies have exceeded expectations. Trade-in and state-owned assets collection and storage are expected to accelerate. The sales side and financing side are taking multiple measures together to help the building materials industry recover demand and improve repayments, and priority benefits for consumer building materials in the real estate chain.
Beihai Group (00701.HK) was granted by Prime Surplus Limited to increase its shareholding by 960,000 shares worth approximately HK$288,000
On May 16, it was reported that according to documents disclosed by the Hong Kong Stock Exchange on May 16, Prime Surplus Limited increased its share holdings of $Beihai Group (00701.HK) by $960,000 at an average price of HK$0.3 per share on May 10, worth about HK$288,000. After the increase in holdings, Prime Surplus Limited's latest shareholding was 556 million shares, and the good position ratio increased from 29.17% to 29.22%. This transaction involves other related parties: Xu Haoquan and Ho Mei Bao. Photo source: Stock Exchange Equity Disclosure (The Incidents Department
Guoxin Securities: Building materials valuations and holdings are all in a position to focus on expected sectors and individual stock recovery opportunities
Guoxin Securities released a research report saying that the Politburo meeting set the policy direction of “resolving stocks and optimizing incremental growth”. Mainstream cities have successively optimized purchase restriction policies, which are expected to reverse pessimistic real estate expectations to a certain extent. Currently, fundamentals have not improved significantly, and market confidence will take time to recover. Subsequent support policies are still expected to be further strengthened. The valuations and positions of the building materials sector are at a low level. Concerned about the valuation repair opportunities of leading consumer building materials and some individual stocks that have surpassed the decline.
Express News | Open source securities: the growth of consumer building materials is sustainable for a long time
北海集團:年報2023
Express News | Galaxy Securities: Demand in the cement market is expected to recover further
Huatai Securities: Demand starts slowly after the cement festival than the industry's losses or phased expansion in previous years
Due to the lower price starting point before the Spring Festival and slower price recovery after the holiday season than in previous years, it is expected that most cement companies' profits in 1Q24 will decline the same or month-on-month, and the industry's losses may expand.
Express News | Tianshan Co., Ltd.: Predicting that the second half of the domestic cement industry will be better than the first half of 2024
CNT GROUP (00701) announced annual results. Shareholders' share loss of HK$685.79 million narrowed 27.1% year-on-year
CNT GROUP (00701) announced results for the year ended December 31, 2023. The group...
CNT GROUP: Announcement of Results for the Year Ended 31 December 2023
CNT GROUP: Date of Board Meeting
Express News | Galaxy Securities: Demand for consumer building materials is expected to pick up
CNT Expects Narrower Loss in 2023
CNT Group (HKG:0701) expects its attributable loss for the year through December 2023, to decrease by 23.5% to 34.1% to between HK$62 million and HK$72 million, as against a loss of HK$94.1 million in
CNT GROUP (00701.HK) expects annual shareholders' losses to be reduced by 23.5% to 34.1%
Gelonghui, Feb. 8 | CNT GROUP (00701.HK) announced that the loss due to shareholders for the fiscal year ending 2023 will be between HK$62,000,000 and HK$72,000,000, a decrease of 23.5% to 34.1% compared with the loss attributable to shareholders of HK$94,100,000 for the 2022 fiscal year. The reduction in the estimated loss amount attributable to shareholders for FY2023 is mainly due to the following main factors: (a) Compared with the classified losses of the hotel business in FY2022, the business's fiscal year 2023
Beihai Group (00701) issued a profit warning. It is expected that annual shareholders' losses of about HK$62 million to HK$72 million will decrease by 23.5% to 34.1% year-on-year
Beihai Group (00701) issued an announcement expecting shareholders for the financial year ended December 31, 2023...
CNT GROUP: Profit Alert - Reduction in Operating Loss
China Tightens Rules on Polluters Before Carbon Market Expansion
China toughened rules for industrial polluters participating in its national carbon market, including larger fines for entities found to be falsifying data on emissions reductions.
Guoxin Securities's investment strategy for the construction industry in January: high-dividend blue chips at the bottom to seize growth opportunities on segmented tracks
The Zhitong Finance App learned that Guoxin Securities released a research report saying that after a continuous correction in the second half of 2023, the valuation level of construction stocks has fallen back to an all-time low. If you consider the lower valuation level of Hong Kong stocks of central construction enterprises, the dividend appeal of some construction blue chip stocks has increased significantly.
Guotai Junan Building Materials's 24-year Strategy: Using prudence as the environment assumes that leading consumer building materials companies are still the first choice for flexibility
Find the desert flower
Beihai Group (00701.HK) received an increase of 50,000 common shares from Prime Investments Limited, worth approximately HK$16,000
According to reports on December 21, according to documents disclosed by the Hong Kong Stock Exchange on December 21, Prime Investments Limited increased its holdings of $50,000 common shares of $Beihai Group (00701.HK) by an average price of HK$0.32 per share on December 18, worth about HK$16,000. After increasing its holdings, the latest number of shares held by Prime Investments Limited was 555 million shares, with a good position ratio of 29.17%. This transaction involves other related parties: Ho Mei Poh and Tsui Ho Chuen. Photo Source: Stock Exchange Disclosure (partial table of this incident)
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