JP-COVS@EC2607A

LEOCH INT'L

STARGLORY HLDGS

TRANSTECH

METASPACEX

GLOBALSTRAT

INTELLIMARK W27

EXTREME VISION

SHANDONG MOLONG

HSC RESOURCES

PT INTL DEV

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Bank of America Securities holds a constructive view on the Chinese real estate industry, believing that the momentum for recovery has shifted to a self-sustaining recovery, and expects April's transaction volume to be higher than the last quarter of last year and the first two months of this year. With improvements in supply and demand dynamics, the likelihood of a significant decline in housing prices in 2026 is low. The firm prefers CHINA RES LAND, is optimistic about CHINA OVERSEAS and C&D INTL GROUP. It has lowered the target price for C&D INTL GROUP to 17.2 yuan, maintaining a "Buy" rating; the target price for CHINA OVS PPT has been reduced to 4.4 yuan, maintaining an "Underperform" rating; the target price for ONEWO has been lowered to 19 yuan, maintaining a "Neutral" rating; and the target price for POLY PPT SER has been reduced to 36 yuan, maintaining a "Neutral" rating

AASTOCKS

ONEWO

CHINA RES LAND

CHINA OVS PPT

POLY PPT SER

Yinhua CSI Interior Real Estate Theme ETF

CHINA OVERSEAS

ChinaAMC CSI All Share Real Estate ETF

Hwabao WP CSI 800 Real Estate ETF

C&D INTL GROUP

China Southern CSI All Share Real Estate ETF

GF CSI All Share Financials ETF

"Big Banks" Bank of America Securities: The recovery of the domestic property market needs to rely on its own momentum, prefers Runhua

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Cushman & Wakefield reports that premium office supply in mainland China and Hong Kong is set to peak this year, while demand lags due to economic slowdown and global uncertainties. By the end of 2025, premium office inventory in Greater China is expected to reach 99.2 million square meters, but net absorption will only rise by 2.3 million square meters, increasing vacancy rates to 25.4%. Rents in major cities are declining, with landlords advised to adopt proactive leasing strategies. Demand recovery is expected to be moderate amid ongoing challenges.

SCMP

HENDERSON INV

LONGFOR GROUP

HENDERSON LAND

SWIREPROPERTIES

CH OVS G OCEANS

SHK PPT

WHARF REIC

Mainland China, Hong Kong premium office supply to peak as demand lags: Cushman

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The latest report from Zhongyuan CSI (Residential Sale Price) is 70.41 points, an increase of 1.91 points from last week, indicating a heated overall property market, with the top ten housing estates achieving an 8-week high in transactions. The CSI (Residential Rent) is reported at 68.35 points, up 2.26 points week-on-week, reaching a new high since July 2021. Shop rents have slightly increased, while industrial and office property rents and sales have declined for two consecutive weeks. It is expected that the CSI will continue to hover around the 70-point level in the short term, with a slight improvement in the office market

HANG LUNG PPT

CK ASSET

LINK REIT

HANG LUNG GROUP

NEW WORLD DEV

In "Hong Kong Property," the Centaline CSI (Residential Price) increased by 1.91 points weekly, with the index rising above 70 points

HSBC Research has lowered the target price for CHINA OVERSEAS Development to HKD 13.4, maintaining a "Hold" rating. The report indicates that last year's performance met expectations, but the deterioration in gross margin exceeded expectations, and unrecognized sales significantly declined, leading to an unclear short-term profit outlook. Last year's revenue decreased by 9% year-on-year, with gross margin narrowing to 15.5%. Management plans to launch more projects in the first half of this year, expecting sales growth. Revenue forecasts for 2026 and 2027 have been lowered by 12% and 9%, respectively, with core profit forecasts adjusted down by 10% and 8%

HSBC Research lowers CNOOC target price to HKD 13.4, maintains "Hold" rating

China Overseas Land & Investment Limited Reports Earnings Results for the Full Year Ended December 31, 2025

marketscreener

China Overseas Land & Investment Limited Reports Earnings Results for the Full Year Ended December 31, 2025

China Overseas Land & Investment posts full-year net income attributable of RMB12,690 million

China Overseas Land & Investment posts full-year net income attributable of RMB12,690 million

China Overseas Land's Profit Slides in 2025

China Overseas Land's Profit Slides in 2025

China Overseas Land & Investment Posts Lower 2025 Profit but Expands Land Bank and Maintains Dividend

Tip Ranks

China Overseas Land & Investment Posts Lower 2025 Profit but Expands Land Bank and Maintains Dividend

CHINA OVERSEAS announced its full-year results for the year ending December last year, with a net profit of RMB 12.691 billion, a year-on-year decrease of 18.8%; core profit was RMB 13.01 billion. Earnings per share were RMB 1.16, with a final dividend of HKD 0.25, down from HKD 0.30 in the same period last year. Revenue for the period was RMB 168.089 billion, a year-on-year decrease of 9.2%. The group's total borrowings amounted to RMB 247.38 billion, with bank deposits and cash of RMB 103.63 billion, resulting in a net debt ratio of 34.2%

In "Blue Chip," the overseas annual net profit is 12.691 billion RMB, a decrease of 18.8%, with the final dividend reduced to 25 Hong Kong cents

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The second phase of Kai Tak Ocean Bay is jointly developed by K. WAH INT'L, Wheelock Properties, and CHINA OVERSEAS, featuring three connected residential buildings that offer 1,121 residential units, primarily consisting of one to three-bedroom units. The usable area of the units starts from 278 square feet and is expected to be launched in its current form in the short term, continuing to attract market attention. Since early 2026, 793 units from the first phase have been sold, realizing approximately HKD 6.6 billion

嘉年华国际

K. WAH INT'L

The new project "Kai Tak Bay Phase 2" features three interconnected buildings offering 1,121 residential units

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Orient Overseas Proposes Final 2025 Dividend With Multi-Currency Option

OOIL

Orient Overseas Proposes Final 2025 Dividend With Multi-Currency Option

JP-COVS@EC2607A(27352.HK)

JP-COVS@EC2607A Stock Performance Chart

"Big Banks" Bank of America Securities: The recovery of the domestic property market needs to rely on its own momentum, prefers Runhua

Mainland China, Hong Kong premium office supply to peak as demand lags: Cushman

In "Hong Kong Property," the Centaline CSI (Residential Price) increased by 1.91 points weekly, with the index rising above 70 points

HSBC Research lowers CNOOC target price to HKD 13.4, maintains "Hold" rating

China Overseas Land & Investment Limited Reports Earnings Results for the Full Year Ended December 31, 2025