BK0941 Real Estate Services
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Opinion | Policy expectations continue to heat up, driving the Hong Kong stock real estate chain to rebound
Are there better investment opportunities for Hong Kong stocks under the catalysis of real estate policies?
The scale of second-hand housing transactions is shrinking rapidly when 642 real estate intermediary stores in Shenzhen are closed.
Since the beginning of this year, the clearance of the real estate intermediary industry has accelerated. According to relevant statistics, 642 intermediary stores have been closed in Shenzhen in the first nine months of this year. A number of data show that the real estate intermediary industry is going through a downturn, and the third-quarter results of listed real estate agents KE Holdings Inc., Fangdd Network Group Ltd., I love my family and other companies show that the scale of second-hand housing transactions is shrinking rapidly. Some people in the industry believe that accelerating the clearance of the real estate intermediary industry is not necessarily a bad thing. In the past years, during the downward cycle of the industry, real estate intermediary companies have taken many measures to reduce costs, such as salary cuts, layoffs, shop closures and so on. (CCTV Finance)
* ST bus: it is proposed to raise no more than 167 million yuan from the controlling shareholder
* ST bus announced that it intends to raise no more than 167 million yuan from the controlling shareholder for property management market expansion projects, information and intelligent upgrading projects, human resources construction projects and supplementary liquidity.
News flash: the military industry plate pulled up Morninglight Airlines up nearly 7%.
December 6 news, the military industry plate abnormal pull up. As of press time, Chenxi Airlines rose nearly 7%, Xinyu Guoke, Jianglong boats, special services, China Shipping Emergency and other collective rush. Zhongtai Securities pointed out that attach importance to the logic of medium-and long-term growth of the military industry, the current round of the market is far from over. On the one hand, there is a large gap between our national defense strength and economic strength at the present stage, and we need to install a large number of new weapons and equipment to make up for military shortcomings, and national defense investment is expected to continue to grow. On the other hand, advanced military technology has the characteristics of spillover, and the military technology incubated by military enterprises has great civilian value, which can be applied to semiconductors, civil aviation, commercial aerospace and new.
News flash: real estate stocks open stronger New Huangpu, Guangyu Development limit
December 6 news, real estate stocks opened stronger. As of press time, new Huangpu, Guangyu development limit, investment Shekou, Poly development, investment surplus, Jinke shares, Vanke An and so on. On the news, the CSRC will support reasonable and normal financing of real estate enterprises and promote the stable and healthy development of the capital market and the real estate market; in November, real estate loans are initially expected to increase by about 200 billion yuan compared with the same period last year.
I love my Beijing company: at present, the company's business is in a normal state of operation.
In response to the disqualification of the Haidian District Housing Administration and a fine of 30,000 yuan, my Beijing company issued a statement saying that according to the investigation, in August 2021, the company's former broker, without the company's knowledge, used the company contract to undertake houses that did not meet the lease conditions for intermediary agency, and left in August after privately collecting introduction fees. Afterwards, the company actively cooperated with the investigation and helped to properly handle customer problems at the end of August. At present, the company's business is in a normal state of operation.
Beijing I love that my family was cancelled by Haidian District Housing Administration to sign a contract online for providing brokerage services in violation of regulations.
On November 26, Beijing I Love my Family Real Estate Brokerage Co., Ltd. added an administrative penalty. The illegal facts provide brokerage services for real estate brokers and real estate brokers for indemnificatory housing that do not meet the trading conditions and houses that prohibit trading. The result of the punishment is the disqualification for signing a contract online and a fine of 30,000 yuan, and the punishment unit is the Beijing Haidian District Housing Administration.
The net profit of seven pension concept stocks doubled in the first three quarters.
Securities Times Network News, data Bao statistics show that the A-share market layout of the pension industry a total of 54 stocks. In terms of performance, the net profit of seven pension concept stocks more than doubled in the first three quarters, with Taiji Group having the highest growth rate, followed by World Union Bank, Zhifei Biology and other stocks. Some pension concept stocks have lower valuations. According to statistics, the latest rolling price-to-earnings ratio of 11 stocks is less than 10 times, and the latest valuation of Yingke Medical is the lowest. Among the pension concept stocks, the valuations of individual stocks in real estate, insurance, banking and other industries are relatively low. From the perspective of institutional attention, there are 17 pension industries.
Guotai Junan: the structural opportunity of the real estate enterprise has already begun, and the valuation repair is expected.
According to our estimates, if the current deleveraging policy is strictly implemented, the completion time of industry deleveraging will end in 2023, officially entering the era of low leverage. In the special discussion session of the first chapter of our semi-annual report review, we measure the current process of industry contraction, and it is expected that the current round of contraction will be completed in 2023. If we take the requirements of the joint document of eight ministries and commissions in July 2021 to regulate the advance accounts received in the development of the industry, the deleveraging time can be extended by an additional half a year to one year. In any case, without additional stimulus from the government and financial institutions, markets that appear to be in labor pains but have long-term benefits will
41 shares were rated by institutions to buy the highest attention of Ningbo Bank.
Securities Times News, according to Choice statistics, (November 19-November 21) during the period, a total of 41 stocks received institutional buy ratings. Among them, Ningbo Bank is the most concerned, with two institutional purchase rating records; XinHecheng, Guangdong Hydropower, Wanshun New Materials, Changhai shares, China Jane Technology and other stocks all have one institutional purchase rating record. From the perspective of agency rating changes, among the agency purchase rating records, there are 16 rating records that agencies pay attention to for the first time, involving BAIC Blue Valley, Xin Dazheng, Jianlong Weinen, Pulo Pharmaceutical, Jiuzhou Pharmaceutical and so on.
Comments: the three major stock indexes are all up more than 1%, the strength of the real estate brokerage plate is higher, and the concept of hydrogen energy is eye-catching.
On November 19th, the Prev rose slightly in early trading and rose strongly in the afternoon, driven by financial, real estate and other sectors, rising more than 1 per cent to more than 3550 points. Shenzhen Composite Index and gem Index also showed strong performance, rising more than 1 per cent. The two cities plate rose, logistics, brokerage, real estate sector led the increase, hydrogen energy, industrial mother machine, photovoltaic, consumer electronics and other active performance. The turnover of the two cities exceeded 1.1 trillion, and the net purchase of northbound funds exceeded 8 billion yuan. By the close, the Prev was up 1.13% at 3560.37, and the Shenzhen Composite Index was up 1.19% at 14752.4.
[opportunity mining] the housing rental market ushered in the golden decade with a market size of nearly 10 trillion yuan.
According to media reports, recently, the Blue Book of Urban Rental Life in China 2021, jointly compiled by Lilang Research Institute and Xinhuanet, is officially released, and the number of urban housing rentals is expected to exceed 260 million in 2030. According to the forecast of the Blue Book, with the growth of demand for long-term rental housing brought about by population mobility and the iterative housing concept of tenants and landlords, China's rental population will reach 260 million in 2030, and the size of the housing rental market will be nearly 10 trillion yuan. usher in the "golden decade" of the development of the industry. Guotai Junan believes that from the perspective of great changes in real estate, indemnificatory leasing
67 shares were rated by institutions as buy-in type, and Qianwei central chef paid the highest attention.
Securities Times News, according to Choice statistics, November 2, there are 67 stocks bought by institutions rating. Among them, Qianwei Yang Chef has the highest attention, with a total of 3 institutional purchase rating records; Gujing Gong Wine, Fuling mustard, Hualan Biology, Anjing Food and Huayou Cobalt all have 2 institutional purchase rating records. From the perspective of institutional rating changes, six of the institutional buy rating records are concerned by the agency for the first time, involving polar rice technology, new Dazheng, optical library technology and other stocks.
Real estate plate is higher, Jinbin development limit, new Dazheng, Jindi Group, Poly Development, Crown Castle International Corp Chase, Sunshine stocks.
Real estate plate higher, Jinbin development limit, New Dazheng, Jindi Group, Poly Development, Crown Castle International Corp Chase, Sunshine shares and so on.
I love the strategic cooperation between my family and Huawei to explore the solution of intelligent residential life service.
I love my family group news. On October 28th, Huawei China Real Estate Industry Digital Summit 2021 was held in Shenzhen. I love my family was invited to attend the summit and signed a strategic cooperation agreement with Huawei on intelligent residential life services. it opened the prelude to the two sides working together to create an "intelligent residential life service cloud". According to the agreement reached between the two sides, the two sides will continue to jointly explore cooperation in the areas of digital technology, research and development of residential services, and the combination of software and hardware, and carry out joint business promotion to expand the influence of the two industries.
Huangting International: adjusting the acquisition plan, it is proposed that the subsidiary will increase the capital of Yifa Semiconductor by 50 million yuan.
Huangting International announced that the company intends to adjust the equity of Dexing Yifa Power Semiconductor Co., Ltd. (referred to as "Yifa Semiconductor") to Huangting Fund, a wholly-owned subsidiary, to increase the capital of Yifa Semiconductor by 50 million yuan. After the completion of this capital increase, the company will indirectly hold a 13.3774% stake in Yifa Semiconductor through the Royal Court Fund. In addition to the capital increase to Italian Semiconductor, the company is still negotiating equity acquisitions and cooperation with the core management team of Italian Semiconductor.
[property enterprise map] Investment promotion balance: 1.54 billion yuan of cash and cash equivalents are lower than the industry average.
Production: Sina Financial listed Company Research Institute author: the big-eyed building management / Chen Xian real estate industry has entered a downward stage, and the related property management plate has become a long bull racetrack since it landed in Hong Kong stocks. Logically, the collection of property fees does not entirely depend on the boom in housing sales. For most people, the sale of commercial housing may be one-off, but property management fees have to be paid every year, which provides a stable cash flow for property companies. The development model of stock + increment, no significant capital expenditure, the financial position of net cash and stable dividend are all factors that determine the property management bank.
The real estate sector continued to decline, Huangting International fell by the limit, Beijing Investment Development fell by more than 9%, Jinbin Development, Tieling New Town, Su.
The real estate sector continued to decline, Huangting International fell by the daily limit, Beijing Investment Development fell by more than 9%, and Jinbin Development, Tieling New Town and SUNING Global led the decline.
The frequent occurrence of small tickets in the fund is not without interest.
With the recent disclosure of the three quarterly reports of listed companies, the market has always thought that the small and medium-sized stocks that may be "deserted" frequently appear in the "chartered market" of fund institutions. In this regard, industry insiders said that with the continued interpretation of the structural market, the fund "dimension reduction strike" increased efforts, small and medium-sized stocks are also its key nuggets target. In addition, some fund managers said that since the beginning of this year, many relatively small companies have shown good profit performance in the manufacturing industry chain, and these small and medium-sized stocks have naturally become the "good heart" of fund institutions. Small and medium-sized
I love my family: shareholder Dongyin Yuheng plans to reduce its holdings by no more than 3%.
I love my family: shareholder Dongyin Yuheng plans to reduce its holdings by no more than 3%.