BI-COVS@EC2612A

Kai Tak Bay Spring Gathering Sees 87 Units Sold, Property Prices Continue to Rebound

Hong Kong Land Department Grants CCBT Plot to Mei Yi Limited

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

CCOE

STARCOIN GROUP

ONEFORCE HLDGS

ROYAL DELUXE

STELUX HOLDINGS

TE HEALTHCARE

ASIAPAC FIN INV

WELIFE TECH

DRINDA

TIMELESS

02869

00813

00817

01209

01109

00081

00960

00688

JP Morgan released investment ratings for domestic property and property management stocks, as follows: For domestic property stocks, CHINA RES LAND, CHINA OVERSEAS, CHINA JINMAO, LONGFOR GROUP, and SEAZEN are rated as overweight; CHINA VANKE is rated as underweight, while COUNTRY GARDEN, Sunac China, and SHIMAO GROUP are rated as underweight. For property management stocks, CHINA RES MIXC is rated as overweight, CHINA OVS PPT and POLY PPT SER are rated as underweight, GREENTOWN SER is rated as overweight, CG SERVICES is rated as neutral, and A-LIVING and SUNAC SERVICES are rated as underweight

AASTOCKS

GREENTOWN SER

SHIMAO GROUP

CHINA JINMAO

CHINA RES MIXC

CHINA RES LAND

CG SERVICES

CH OVS G OCEANS

Sunac China

LONGFOR GROUP

SHIMAO SERVICES

COUNTRY GARDEN

CHINA VANKE

CHINA OVERSEAS

SUNAC SERVICES

CHINA OVS PPT

POLY PPT SER

SEAZEN

A-LIVING

JP Morgan's Investment Ratings on Property and Property Management Stocks (Table)

China Overseas Land Wins Bid to Develop Property in Hong Kong's Kowloon Urban Area

marketscreener

China Overseas Land Wins Bid to Develop Property in Hong Kong's Kowloon Urban Area

512200

159707

159940

515060

159768

Hong Kong-listed China Overseas Land & Investment won a bid for a residential plot in Kowloon East for HK$1.8 billion (US$230 million), outbidding eight rivals. The site, expected to yield 470 flats, was valued between HK$1.3 billion and HK$1.5 billion. This marks the first win for a mainland developer since 2020, reflecting strong market confidence. The transaction price exceeded expectations, indicating optimism in the mass residential sector. The tender attracted nine bids, showcasing developers' active interest in securing new land amid a stabilizing housing market.

南华早报

China Southern CSI All Share Real Estate ETF

Hwabao WP CSI 800 Real Estate ETF

GF CSI All Share Financials ETF

ChinaAMC CSI All Share Real Estate ETF

Yinhua CSI Interior Real Estate Theme ETF

Hong Kong land fetches US$230 million as Chinese developer outbids city rivals

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

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

00HSI

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

00736

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

01880

02423

00358

02020

01928

09660

01347

06181

00027

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)

00017

01997

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

WHARF REIC

SINO LAND

HENDERSON LAND

HANG LUNG PPT

HANG LUNG GROUP

TST PROPERTIES

HENDERSON INV

"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%

03900

00123

01908

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

C&D INTL GROUP

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

BI-COVS@EC2612A(24064.HK)

JP Morgan's Investment Ratings on Property and Property Management Stocks (Table)

China Overseas Land Wins Bid to Develop Property in Hong Kong's Kowloon Urban Area

Hong Kong land fetches US$230 million as Chinese developer outbids city rivals

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