CR MixC Lifestyle (1209 HK) - Broadening Drivers to Ease Residential PM Reliance; Maintain BUY
Revenue grew 8.1% to RMB9.22bn, slightly below target, pressured by weak basic PM growth with managed-GFA only up +2% and the collection rate...
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Primer: China Resources Mixc Lifestyle Services (1209 HK) - Aug 2026
Premium Positioning with Strong Parentage: China Resources Mixc Lifestyle Services (CR Mixc) is a leading property management and commercial...
109 Views
Curator's Cut: Arbs Go A-H, Copper Plays & China's Property Pulse
In this cut, we explore A-H share trading dynamics, consider copper market dynamics and plays, and China's bottoming/stabilizing real estate market.
696 Views
CR MixC Lifestyle (1209 HK) - Commercial Biz to Ride the Trend, Residential Biz to Upgrade Quality
The residential segment is flat YoY, dragged by VAS biz, and the commercial segment grew 10% YoY, slowing from 21% in FY24 due to a high base in...
141 Views
Property - Pre-Sale Threshold Lifted: Short-Term Pain for Long-Term Health
Full rollout of the policy would tighten developer liquidity, accelerate exit of undercapitalized players, lengthen collection cycles and drive...
87 Views