01209 CHINA RES MIXC
- 30.200
- +0.600+2.03%
CHINA RES MIXC News
Featured announcements | Tencent Music's adjusted net profit increased by 23.9%; King's Rui: Legendary Biotech's net loss narrowed
China Life Insurance: The cumulative original premium income for the first 4 months was about 371.2 billion yuan, an increase of 3.9% over the previous year; China Resources Land: The cumulative contract sales amount for the first 4 months was approximately RMB 72.0 billion.
China Resources Vientiane Life (01209): Won the lease bid for a commercial complex and commercial district in Binjiang District, Hangzhou
According to the Zhitong Finance App, China Resources Vientiane Life (01209) announced that on May 13, 2024, the group (as tenant) successfully won a rental bid in the Binjiang district of Hangzhou. The winning bidder will lease and operate the property in accordance with the terms of the lease agreement. The property is a commercial complex and commercial district. The scope of the lease includes the above ground commercial complex, the above ground commercial block part, the underground commercial part to be built and leased by the lessor (Hangzhou Binjiang District) for the tenant to operate and use, as well as supporting parking spaces, facilities and equipment. The business district where the property is located has developed into
Exploration | Are houses in these places selling well after the purchase restrictions were relaxed or lifted?
What is the impact of policy loosening on local real estate markets?
China Resources Vientiane Life (01209.HK): Competitive advantage lies in expanding channels and is optimistic about the sustainability of corporate growth
Company Recent Status We have recently focused on M3 and M4 sub-shopping malls in several second- and third-tier cities in the Jiangsu and Zhejiang regions. The overall operation of the review survey mall is good. The subjects of our research are at various stages, regardless of how long they have been in operation
The benefits of the real estate industry are spreading frequently! Hong Kong stocks and domestic housing stocks are collectively restless. Is there any room for improvement in the future?
The agency believes that real estate stock prices generally respond faster than fundamental recovery, so the bottom of real estate stocks is basically clear. The first promotion focuses on housing enterprises that are deeply involved in first-tier and core second-tier cities, focus on improving products, and have the ability to acquire land continuously.
The volume of second-hand housing transactions has increased dramatically. What is the signal?
Under the influence of recent intensive property market easing policies in key cities, there were positive changes in property market transactions during the “May 1st” period.
China Resources Vientiane Life (01209.HK) appoints Wei Weifeng as company secretary
Gelonghui May 6 | China Resources Vientiane Life (01209.HK) announced that Su Yaofeng has resigned as company secretary since May 6, 2024. On the same day, it was announced that Wei Weifeng was appointed as company secretary, effective May 6, 2024.
Real investigation! After the Beijing Property Market New Deal, how was the “May Day” housing market?
Overall, the Beijing property market has stabilized under the influence of a series of policies.
Hong Kong stocks are rising fiercely! Low-priced stocks followed the trend. What are the reasons behind this sharp rise?
In the last 9 trading days, Hong Kong stocks have risen fiercely, and some low-priced stocks are also booming!
Express News | Regulation is discussing urging commercial banks to speed up loans to real estate whitelist projects
華潤萬象生活：二零二三年度年報
Express News | CITIC Securities: Currently, sector valuations are low. I am optimistic about property service companies that are fundamentally oriented and continue to increase their dividends
Performance is polarized, is your residential property OK?
High-quality property companies that have returned to the cash cow logic at this stage may be able to regain the favor of fundamental investors through steady management and high dividends; for investors with higher risk appetite, those property companies that continue to make progress in expanding and cultivating value-added businesses with third parties may also have a high value of attention.
Dongwu Securities: Three important questions to consider when investing in property stocks at this stage
The Zhitong Finance App learned that Dongwu Securities released a research report saying that as the industry begins to return to a normal pace of development, the property business model should match a higher dividend rate, and increasing and maintaining a higher dividend rate should be a normal decision for property companies to adapt to the new stage of industry and company development. Looking at the current situation, considering the relationships with real estate related parties, the comprehensive strength of third parties to expand, and the ability and willingness to continue to pay high dividends, central and state-owned real estate enterprises have relatively higher investment value, but the investment value of individual outstanding private property enterprises should not be ignored. Based on analytical logic, recommendations: Poly Industries (06049), China Resources Wan
First time! Interest rates on new mortgages issued in March were lower than corporate loans. What is the signal?
For the first time on record, the inversion between personal housing loan interest rates and corporate loan interest rates has come to an end.
Big Bank Rating | Damo: Mainland Property Management Companies Prefer China Resources Vientiane Life and Poly Industries
Glonghui, April 15 | Morgan Stanley released a report stating that the core net profit of the covered mainland property management companies increased by an average of 14% year-on-year last year, better than expected. The bank noticed an improvement in dividend payout ratios and stock buybacks, and the profits of the covered companies are expected to rebound. According to the bank, despite facing macroeconomic challenges, the profits of the covered companies are expected to increase by 13% in fiscal year 2024, with an average dividend ratio of 6%. The bank chose China Resources Vientiane Life and Poly Ventures, and also raised Greentown's service rating from “synchronizing with the market” to “increasing holdings”, and the target price was raised from HK$3.46 to HK$4.38. The bank believes that the profit reset of the companies covered has almost been completed
There have been structural changes in the market! What happened to the weakening of Hong Kong real estate stocks and insurance stocks?
Analysts believe that the rise in crude oil and gold reflects the geographical situation. The market anticipates that Iran may launch an attack on Israel this weekend; if China's treasury bonds rise sharply, MLF interest rates may be lowered next Monday; while in the equity market, the most reassuring currently is still Vanke. The insurance sector, which has a high correlation between underlying assets and real estate, is also being impacted as a result.
China Resources Vientiane Life (01209.HK) 2023 Results Announcement Comment: Outstanding Business Management Capability and Improved Dividend Attributes
Matters: The company released the 2023 results announcement. In 2023, it achieved operating income of 14.77 billion yuan, an increase of 22.9% year on year; gross profit of 4.69 billion yuan, up 30% year on year, and gross profit margin of 31.8% year on year
China Resources Vientiane Life (01209.HK): Performance slightly exceeded expectations, increased dividend ratio, released value
Core view: The performance slightly exceeded expectations, and dividends were increased in exchange for returns. In '23, the company achieved revenue of 14.77 billion yuan, a year-on-year increase of 22.9%, achieved net profit to mother of 2.93 billion yuan, an increase of 32.8% over the previous year, and achieved core net profit
China Resources Vientiane Life (01209.HK): 23-year performance maintained a high growth rate. Commercial revenue and profit margins may continue to increase both due to external expansion advantages and scale effects
Comprehensive consideration (1) As a commercial management leader, the company's “scale advantage” and “first-mover advantage” in commercial management help the company maintain quantitative and qualitative competitiveness in terms of external development, and is optimistic about the company's medium- to long-term scale expansion capabilities and profit margins under scale effects
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