Morgan Stanley expects China's real estate sales to remain sluggish this year, optimistic about CHINA RES LAND and CHINA OVERSEAS, among others

AASTOCKS
2026.01.02 07:15

Morgan Stanley published a research report indicating that preliminary research data from CRIC shows that the average year-on-year decline in contract sales for December among the 25 major developers it tracks has narrowed to 25%. Given the rapid decline in buyer confidence, increasing inventory, and passive policies, the firm believes that property sales will continue to remain sluggish this year.

Morgan Stanley is optimistic about China Resources Land (01109.HK) and Seazen (601155.SH) as stable mall operators, benefiting from the emphasis on consumption in the 14th Five-Year Plan and strong policy support for real estate investment trusts. The firm is also optimistic about C&D International Group (01908.HK) and China Overseas (00688.HK), as their land reserves will support the company's profit margins and drive earnings back to positive growth

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