Morning Trend | LOGAN GROUP (3380.HK) rebounds after hitting a low, can the real estate sector take advantage of this momentum to fight back?

LOGAN GROUP (3380.HK) welcomed a rebound yesterday, with a noticeable increase in the activity of sector funds. Recently, there have been frequent positive developments regarding debt restructuring and project approvals in the real estate industry across multiple regions, and signals of policy easing are gradually being released, creating opportunities for the company to benefit from policy rebounds. From the market performance perspective, LOGAN GROUP's stock price has stood above key short- and medium-term moving averages for two consecutive days, with both bulls and bears engaging in several rounds of tug-of-war, and trading volume has significantly increased compared to previous periods, indicating that institutions and speculative funds are more tolerant of the divergence space, creating a strong short-term speculative atmosphere. It is worth noting that although sector sentiment has somewhat recovered, the current high-level pressure in real estate remains significant, and the confidence of large funds entering the market still appears cautious. If trading volume falls back or policy expectations are not fulfilled in a timely manner, the previously accumulated gains could be quickly reversed. Investors should closely monitor the actual approval of local projects and the progress of debt restructuring, especially the impact of market negatives and unexpected events on short-term fund behavior. From a medium- to long-term perspective, the repeated confirmation of the policy bottom in the real estate industry and the marginal reduction of market risk events provide institutional repair opportunities for the sector, but the process is by no means straightforward. Short-term investors need to dynamically adjust their positions, enhance monitoring of intraday fluctuations, and remain vigilant to respond to market reversals. Overall, LOGAN GROUP has a foundation for elastic rebounds, but the realization of expectations and policy promotion remain key for sustained performance in the future