BP-CKA @EC2609A

DBS Raises Cheung Kong Target Price, Sees Optimism in Kai Tak Project

Cheung Kong Holdings Announces Property Launch Plans for the Year of the Horse

Cheung Kong Holdings Announces Sales Arrangements and Launches Final Units for The Coast Line

Morgan Stanley Predicts Cheung Kong's 2025 Profit Decline, But Maintains Overweight Rating

Cheung Kong Holdings and MTR Co. Sell Four 4-Bedroom Units via Tender for Phase III of Blue Coast II

Cheung Kong Property and MTR Joint Project Sells Unit at Record High Price per SQFT

Two Four-Bedroom Units of Cheung Kong and MTR’s Joint Development Project Successfully Sold

Cheung Kong Property Launches 90% Mortgage Scheme to Boost Sales of Nine Bamboo Mountain Project

Cheung Kong Holdings Sells Luxury Unit at 21 Borrett Road by Tender

Cheung Kong Property Launches Borrett Road Unit for Tender

Cheung Kong Holdings and MTR Sell Two More 3-Bedroom Units at King's Island South Phase 3C

Successful sale of a three-bedroom unit in Blue Coast II, jointly developed by Cheung Kong Holdings and MTR Corporation

Cheung Kong and MTR Successfully Auctioned Properties at the Hiyau Hang South Coast Development

Cheung Kong Holdings and MTR Successfully Auction Two 4-Bedroom Units of BLUE COAST II Project

Cheung Kong Proposes Price Adjustment for Yoho Bay II Based on Potential Fed Cuts

Cheung Kong and Sun Hung Kai Add Flexi-Buy Plan Units for Auction Sale

Cheung Kong Holdings Achieved 32% Shareholder Returns in the Past Year Despite EPS Decline

Cheung Kong Property and MTR BLUE COAST II Project Continues to Record Sales

Cheung Kong believes Hong Kong residential market has bottomed out, office market recovery takes longer

Cheung Kong Holdings Submits Bid for Tsuen Wan Area 16 Station Phase 1 Development Project

KO YO GROUP

SOFTMEDX

HUAZHANG TECH

SANERGY GROUP

GEOTECH HLDGS

YUNKANG GROUP

CHINA INFO TECH

AGTECH HOLDINGS

PUTIAN COMM

MODERN LAND

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JP Morgan released a research report, updating the investment ratings and target prices for several real estate stocks. The rating for SHK PPT was upgraded from Neutral to Overweight, with the target price raised from HKD 109 to HKD 162; CK ASSET maintained a Neutral rating, with the target price increased from HKD 41 to HKD 48.5; HENDERSON LAND maintained an Overweight rating, with the target price raised from HKD 33 to HKD 39; NEW WORLD DEV maintained a Neutral rating, with the target price increased from HKD 9.5 to HKD 10.7; SINO LAND maintained an Overweight rating, with the target price raised from HKD 12.5 to HKD 14.5

AASTOCKS

SINO LAND

SHK PPT

HENDERSON INV

China Southern CSI All Share Real Estate ETF

CK ASSET

ChinaAMC CSI All Share Real Estate ETF

Hwabao WP CSI 800 Real Estate ETF

NEW WORLD DEV

Yinhua CSI Interior Real Estate Theme ETF

HENDERSON LAND

"Major Banks" JP Morgan's Investment Ratings and Target Prices for Real Estate Stocks (Table)

The DBS research report pointed out that CK ASSET's Kai Tak project "Flower Language Sea" has been approved for pre-sale and will become a key sales project this year. The Hong Kong residential market has bottomed out since the fourth quarter of last year, and the improvement in demand will benefit the sales of "Flower Language Sea." Other projects are also expected to receive a good response, driving the stock price upward. Despite the cost pressures faced by the UK pub business, the profitability of infrastructure and utility assets remains stable. The target price has been raised from HKD 45.2 to HKD 51.6, maintaining a "Buy" rating

DBS Bank expects the property market has bottomed out, benefiting CK ASSET's property sales, raising the target price to HKD 51.6 and reiterating a "Buy" recommendation

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Financial expert Kwan Cheuk-Chiu suggests that if one has HKD 1 million, they should choose to buy stocks rather than invest in the property market. He is optimistic about local real estate stocks such as Henderson Land and CK Asset, believing that even with reduced dividends, the dividend yield can still reach over 5%. In terms of bank stocks, he recommends Standard Chartered, considering its upside potential to be better than HSBC. Regarding U.S. stocks, Kwan is optimistic about optical communication and storage chip stocks, viewing them as beneficiaries of investments from tech giants. In the overall portfolio, real estate and bank stocks account for 40%, tech stocks for 35%, and the remaining 15% can be invested in money market funds

- The article discusses investment strategies if one has 1 million HKD, recommending stocks over property due to relatively low amounts.  
- It emphasizes investing 40% in local real estate and banking stocks, 35% in US tech companies related to AI infrastructure, and 10% in gold, while keeping 15% flexible for cash management.  
- The author believes Alphabet is the new leader in AI investments, and advises caution against leveraging in gold investments.

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HSBC HOLDINGS

Hwabao WP CSI Banks ETF

China Southern CSI Banks ETF

China Merchants CSI BANK AH Price ETF

STANCHART

ChinaAMC CSI Banks ETF

GF CSI All Share Financials ETF

WP CSI Banks ETF

Huaan CSI Banks ETF

Fullgoal CSI 800 Banks ETF

Having 1 million in capital to buy stocks is better than buying property. Kwan Cheuk Chiu is optimistic about bank and real estate stocks, with a 15% bet on an AI stock | Million-dollar portfolio

The recent rebound in the property market has raised doubts. Despite a good trend in property prices over the past year and a recovery in buyer confidence, the Centaline City Leading Index (CCL) recently reported 149.4 points, an increase of 1.5% in a single week, marking the largest weekly increase in three years. There are still concerns about the future trend of the property market, and historical experience suggests that this may be a signal of the market hitting bottom. Although property prices are still significantly lower than historical highs, the current level is relatively affordable

The strong rebound in the property market is still questioned; the signal of hitting the bottom is "when everyone is optimistic, it is the most dangerous" | Li Shengyang

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Goldman Sachs released a research report, updating its investment ratings and target prices for Hong Kong property stocks. Henderson Land was upgraded from sell to buy, with the target price raised from HKD 19.3 to HKD 39; New World Development maintained buy, with the target price raised from HKD 96 to HKD 159; Sino Land maintained neutral, with the target price raised from HKD 6 to HKD 12; CK Asset was upgraded from sell to buy, with the target price raised from HKD 7.5 to HKD 14.6; Kerry Properties maintained neutral, with the target price raised from HKD 20.9 to HKD 27.3; CK Asset was downgraded from buy to neutral, with the target price raised from HKD 48 to HKD 53. Ratings and target prices for other property stocks were also adjusted

KERRY PPT

Goldman Sachs' Investment Ratings and Target Prices for Hong Kong Real Estate Stocks (Table)

CK ASSET expects to launch 4 new properties in the Year of the Horse, providing approximately 1,872 units. The projects include the Flower Language Sea in Kai Tak, the Qiming Street project in To Kwa Wan, and the second phase of the luxury residential development at 21 BORRETT ROAD on Hong Kong Island. CK ASSET's Chief Manager, Guo Ziwei, predicts that the property market will continue its rebound trend, with property prices expected to rise by 10% in the Year of the Horse

"HK Property" CK ASSET forecasts the launch of four new projects in the Year of the Horse, involving nearly 1,900 units

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Bank of America Securities released a research report listing the investment ratings and target prices for local real estate stocks and rental stocks. In terms of real estate stocks, SHK PPT is rated as Neutral, with the target price raised from HKD 113 to HKD 134; CK ASSET is rated as Buy, with the target price raised from HKD 49 to HKD 53; HENDERSON LAND is rated as Neutral, with the target price raised from HKD 31.7 to HKD 33.8; SINO LAND is rated as Buy, with the target price raised from HKD 12 to HKD 13.3; NEW WORLD DEV is rated as Underperform, with the target price raised from HKD 4.3 to HKD 4.8; WHARF HOLDINGS is rated as Neutral, with the target price raised from HKD 24.5 to HKD 28; KERRY PPT is rated as Buy, with the target price raised from HKD 24.7 to HKD 28. In terms of rental stocks, HYSAN DEV, WHARF REIC, SWIREPROPERTIES, and HANG LUNG PPT are all rated as Buy, with target prices raised to HKD 24.8, HKD 31, HKD 29, and HKD 11.5 respectively

HANG LUNG PPT

WHARF HOLDINGS

WHARF REIC

HANG LUNG GROUP

SWIREPROPERTIES

TST PROPERTIES

HYSAN DEV

"Major Banks" Bank of America Securities' investment ratings and target prices for Hong Kong real estate stocks and rental stocks (Table)

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Bank of America Securities recently raised the target price for Hong Kong real estate stocks by about 10%, believing that there is a significant divergence in the market regarding the outlook for property prices. Non-local investors are relatively optimistic, while local investors are focused on valuations. Bank of America is optimistic about CK ASSET and SINO LAND, preferring SWIRE PROPERTIES and HANG LUNG PPT. LINK REIT is the top pick due to its widening valuation gap. It is expected that property prices will increase by 10% to 15% over the next two years, but face risks such as interest rates and stagnant income

LINK REIT

According to "The Big Bank," Bank of America Securities has raised the target price for Hong Kong real estate stocks by an average of about 10%, with Link REIT being the top pick for catching up

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Great Eagle Holdings Chairman Lo Ka-shui's family has made their first purchase in the Kai Tak new development THE HENLEY III, spending HKD 30.368 million to acquire 4 one-bedroom units, with usable areas of 356 square feet, transaction prices ranging from HKD 7.526 million to HKD 7.6701 million, and price per square foot between HKD 21,140 and HKD 21,545. In the same month, they also purchased a total of 3 three-bedroom units in Tseung Kwan O's LOHAS Park MALIBU and SEA TO SKY, with a cumulative investment of HKD 64.832 million

GREAT EAGLE H

The Henley III by the Lo Ka Choi family enters the market in Kai Tak, spending HKD 30.37 million to acquire 4 one-bedroom units

The last 6 two-bedroom units of Phase 1 of Tuen Mun Flyhigh under CK ASSET will be sold by tender next Monday (9th). The unit sizes range from 462 to 483 square feet, and buyers can choose to include up to 3 parking spaces and the "Free Parking" offer. The deputy manager of CK ASSET stated that 6 units of the Flyhigh project have been sold since January this year, reflecting buyers' confidence in the property market. To date, over 90% of the project has been sold, with a cash amount exceeding HKD 3.8 billion, and it is expected that prices may be adjusted after the Lunar New Year

The last 6 two-bedroom units of Phase 1 of Tuen Mun Fly High in "Hong Kong Property" will be auctioned for sale starting next week

Li Ka Shing Real Estate's Senior Executive Director, Li Qichang, stated that Unit G on a low floor of Block 2, Yu Ching House, Lai Chi Kok, was sold for HKD 7.3 million, with a usable area of approximately 452 square feet, translating to a price per square foot of about HKD 16,150. The original owner purchased it in 2019 for around HKD 7.05 million, now realizing a profit of about HKD 250,000. Currently, there are about 50 units available for sale in the estate, with the lowest entry fee being approximately HKD 7.3 million

The two-bedroom unit at Yuqingxuan, Lai Chi Kok, sold for HKD 7.3 million. The original owner made a profit of HKD 250,000 after holding the property for nearly seven years

$CKH HOLDINGS(00001.HK) Comparison of CK Hutchison Holdings' performance in 2023 and 2024: The chairman's report significantly reduced the text coverage of port retail and infrastructure businesses compared to 2023, and there was no mention of the Panama Canal terminal transaction. Additionally, CK Asset Holdings canceled the press conference and analyst meeting, clearly reducing voluntary disclosure risks.$CK ASSET(01113.HK)Moreover, the performance report didn't mention it, and even the outlook was so short. Does this mean they don't even dare to think too far ahead???

CK Hutchison Holdings

CKH HOLDINGS

ING Groep

BP-CKA @EC2609A(23719.HK)

"Major Banks" JP Morgan's Investment Ratings and Target Prices for Real Estate Stocks (Table)

DBS Bank expects the property market has bottomed out, benefiting CK ASSET's property sales, raising the target price to HKD 51.6 and reiterating a "Buy" recommendation

Having 1 million in capital to buy stocks is better than buying property. Kwan Cheuk Chiu is optimistic about bank and real estate stocks, with a 15% bet on an AI stock | Million-dollar portfolio

The strong rebound in the property market is still questioned; the signal of hitting the bottom is "when everyone is optimistic, it is the most dangerous" | Li Shengyang

Goldman Sachs' Investment Ratings and Target Prices for Hong Kong Real Estate Stocks (Table)