HU-COVS@EC2612A

China Overseas Land & Investment wins tender for Kowloon Bay site

China Overseas Land & Investment Wins Bidding for Kwun Tong Chik Sha Road Land Plot

China Overseas Land & Investment's subsidiary wins bid for Kowloon City site

China Overseas Development Limited reports a 20.4% YoY increase in contract sales for January 2026

Guotai Haitong Securities Maintains Overweight Rating for China Overseas Development, Sees Improvement and Revaluation

UOB Kay Hian Downgrades China Overseas Development's Profit Forecasts and Target Price

China Overseas Development's Management Expects Profit to Fall Sharply in 2025

China Overseas Development Issues RMB 2.5 Billion Corporate Bonds

China Overseas Development's wholly-owned subsidiary China Overseas Enterprise Development Group issues corporate bonds

China Overseas Property Development Group Announces Public Bond Issuance

New Town Development Enters Strategic Cooperation with China Overseas Land & Investment

China Overseas Development and Sun Hung Kai Properties Sign Strategic Cooperation Agreement to Deepen Collaboration

China Overseas Development Reports December Contracted Property Sales of 39.832 Billion Yuan

China Overseas Development Holdings announces equity increase in China Construction Property Management

China Overseas Group Discusses Deepening Central-Local Cooperation and Project Implementation with Shenyang Municipal Government

China Overseas Development's Subsidiary Green Medium-term Notes to Pay Interest on December 14, 2025

China Overseas Development Ltd Reports 26% Drop in Property Sales in November 2025

China Overseas Land & Investment Continues Acquiring Land at Year-End

China Overseas Development Publishes Price List for Coastline III

China Overseas Development Reports a 55.1% Year-on-Year Decline in Contracted Property Sales in October

UNI PRINTSHOP

WING CHI HLDGS

CINESE INTL

WAN KEI GROUP

CHINA WACAN

JH EDUCATION

DIGITAL DOMAIN

LOTUS HORIZON

VICO INTL HLDGS

K W NELSON GP

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China Overseas won the bid for the residential land at 180.688 million yuan in Kowloon Niu Tou Kiao Choi Ha Road, with a floor price of approximately 7,146 yuan per square foot, exceeding the upper limit of market valuation. The land area is approximately 33,700 square feet, and it is expected to build 470 units, with a lease term of fifty years

AASTOCKS

CH OVS G OCEANS

CHINA OVERSEAS

In "Hong Kong Property," China Overseas won the bid for the residential land at Ngau Tau Kok Choi Ha Road for over HKD 1.806 billion, with a floor price of HKD 7,146 exceeding the valuation cap

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Hong Kong stocks rose 488 points (1.8%) to 27,051, rebounding from previous declines, driven by Wall Street's rally. Investors shifted focus to U.S. growth and potential Fed rate cuts, despite AI spending concerns. Hong Kong's forex reserves reached a three-year high. Gains were broad-based, particularly in financials, property, and tech, with caution ahead of upcoming CPI and PPI data. Notable performers included China Overseas Land (+3.7%) and Montage Technology, which surged 57% in its debut after raising HKD 7.04 billion.

Trading Economics

Hang Seng Index

Hong Kong Stocks Rally to Begin the Week

China Overseas Land & Investment Limited reported a 20.4% increase in contract sales for January 2026, totaling approximately 14.478 billion RMB. The sales area decreased by 12.9% year-on-year to about 516,600 square meters. As of January 31, 2026, around 11.146 billion RMB in signed but uncompleted property sales were recorded, expected to convert into contracts in the coming months.

Reuters

China Overseas Land & Investment Limited meldet im Januar 2026 einen Anstieg der Vertragsverkäufe um 20,4 Prozent auf 14,478 Milliarden RMB

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China Overseas Land & Investment Limited reported January 2026 contracted property sales of approximately RMB14.478 billion, a 20.4% year-on-year increase. The sales area was about 516,600 square meters, down 12.9% year-on-year. Subscribed property sales reached approximately RMB11.146 billion, expected to convert into contracted sales soon. The Northern Region had the highest sales at RMB4.466 billion and 106,000 square meters. This announcement was published via the Hong Kong Stock Exchange.

CHINA PPT INV

China Overseas Land Reports January Contracted Sales of RMB14.48 Billion

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CTG DUTY-FREE(01880) rose 7.98%, with a trading turnover 414.8 Million HKD, and a year-to-date rose 22.8%. BEKE-W(02423) rose 7.56%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 25.2%. SANDS CHINA LTD(01928) fell 7.96%, with a trading turnover 1.1 Billion HKD, and a year-to-date fell 11.5%. HORIZONROBOT-W(09660) fell 5.94%, with a trading turnover 2.1 Billion HKD, and a year-to-date fell 3.1%.

Top Gainers & Losers

CTG DUTY-FREE

BEKE-W

JIANGXI COPPER

ANTA SPORTS

SANDS CHINA LTD

HORIZONROBOT-W

HUA HONG SEMI

LAOPU GOLD

GALAXY ENT

Top 5 HK Stock Gainers/Losers (>100B) (1.29)

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CBRE expects Hong Kong residential property prices to rise by 3.3% in 2025, in line with expectations. The property market will continue to rise in 2026, with an expected increase of 3% to 5%. The stock market's rise over the past year has driven a wealth effect, leading buyers to actively enter the market, increasing transaction volume and stabilizing property prices. The price increase for lower-priced properties is 4.1%, benefiting from the government's stamp duty reduction policy. Developers are optimistic about the market outlook and are actively increasing their residential land reserves

NEW WORLD DEV

CHINA RES MIXC

WHARF REIC

SINO LAND

HENDERSON LAND

HANG LUNG PPT

HANG LUNG GROUP

TST PROPERTIES

HENDERSON INV

CHINA RES LAND

LONGFOR GROUP

"Hong Kong Property" CBRE: Last year, Hong Kong property prices rose by 3.3%, in line with expectations. This year, it is estimated to continue rising by 3% to 5%

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UBS released investment ratings and target prices for domestic property stocks, as follows: CHINA RES LAND rated as Buy, target price adjusted from 42 yuan to 36 yuan; CHINA OVERSEAS rated as Neutral, target price adjusted from 15 yuan to 13.8 yuan; Poly Developments rated as Neutral, target price adjusted from 8.5 yuan to 6.6 yuan; C&D INTL GROUP rated as Buy, target price adjusted from 19 yuan to 17 yuan; GREENTOWN CHINA rated as Buy, target price adjusted from 19 yuan to 15 yuan; CHINA JINMAO rated as Neutral, target price adjusted from 1.6 yuan to 1.5 yuan; YUEXIU PROPERTY rating adjusted from Buy to Neutral, target price adjusted from 6.5 yuan to 4.4 yuan

GREENTOWN CHINA

YUEXIU PROPERTY

CHINA JINMAO

C&D INTL GROUP

UBS's Investment Ratings and Target Prices for Property Stocks (Table)

Citi's research report points out that the Chinese real estate industry will face challenges of impairment and declining gross margins in the fiscal year 2025, although state-owned enterprises are still expected to be profitable. Market challenges will intensify in the second half of 2025, with unclear sales targets. Some companies, such as CHINA RES LAND and GREENTOWN CHINA, may undergo strategic adjustments. It is expected that the core profits of 15 property companies without credit issues will decline by 34%, with gross margins dropping to 13.9%. Policy easing is expected to drive improvements in the second-hand market sales in 2026, but the rebound may be short-lived. The industry prefers CHINA JINMAO, CHINA RES LAND, and CHINA OVERSEAS

"Big Banks" Citigroup: China's real estate sector will face impairment challenges in 2025, with China Jinmao, China Resources Land, and China Overseas as top picks

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SINO LAND, CHINA OVERSEAS, K. WAH INT'L, and MTR CORPORATION collaborated on the Jinsang Road Station project, the Polin series, which recorded 7 transactions yesterday, cashing out over HKD 70.38 million. The highest transaction price was for Unit A2 on the 1st floor of Block II of Polin, with a transaction price of HKD 14.3361 million and a price per square foot of HKD 17,356. The Polin series has sold a total of 1,825 units, with a total cashing amount exceeding HKD 15.8 billion

K. WAH INT'L

MTR CORPORATION

On the same day, 7 transactions were recorded at the Park Lane Po Lung on Kam Sheung Road, with cashing out exceeding HKD 70.38 million

JP Morgan released a research report, updating the investment ratings and target prices for domestic property and property management stocks. For domestic property stocks, China Resources Land, China Overseas, China Jinmao, and Longfor Group were rated as "Overweight," with target prices of 35 yuan, 16.5 yuan, 1.75 yuan, and 14 yuan, respectively. China Vanke, Country Garden, Sunac China, and Shimao Group were rated as "Underweight," with target prices adjusted downward. In the property management sector, China Res Mixc, China OVS PPT, Poly PPT SER, and GREENTOWN SER were rated as "Overweight," with target prices raised

GREENTOWN SER

COUNTRY GARDEN

CHINA VANKE

SHIMAO GROUP

POLY PPT SER

POLY PROPERTY

Sunac China

SHIMAO SERVICES

CHINA OVS PPT

CG SERVICES

JP Morgan's investment ratings and target prices for property developers and property management stocks (Table)

HU-COVS@EC2612A(16831.HK)

In "Hong Kong Property," China Overseas won the bid for the residential land at Ngau Tau Kok Choi Ha Road for over HKD 1.806 billion, with a floor price of HKD 7,146 exceeding the valuation cap

Hong Kong Stocks Rally to Begin the Week

China Overseas Land & Investment Limited meldet im Januar 2026 einen Anstieg der Vertragsverkäufe um 20,4 Prozent auf 14,478 Milliarden RMB

China Overseas Land Reports January Contracted Sales of RMB14.48 Billion

Top 5 HK Stock Gainers/Losers (>100B) (1.29)