Primer: GreenTown Management Holdings (9979 HK) - May 2026
Market Leader Facing Headwinds: GreenTown Management Holdings (GTMH) is a pioneer of the asset-light project management model in China and has...
89 Views
Property - Encouraging Signs on Both Policy Implementation and Property Sales, Reiterate Buy
For stocks, we prefer PM companies like CR MixC, Poly Services, Binjiang Services and Onewo, property agents BEKE, and PJM company Greentown Mgmt.
330 Views
Property - Weekly Highlight: Downside Pressure in Jul-Aug
For stocks, we recommend asset-light companies benefiting from the existing market such as CR MixC, Poly Services, Binjiang Services, Onewo, BEKE...
307 Views
The Heat Is On: News Flow and Sentiment in CHINA/HONG KONG (July 5th)
ETF flows continued to be positive for China during the week and Southbound Connect program continued to show inflows into HK market. Dividend,...
602 Views
Property - NBS 5M24: REI continued weakening, sales structure remained skewed to higher-tier cities
NBS data in 5M24 weakened as market expected. The REI decline widened to -10.1% from -9.8% in 4M24 given stagnant land purchases and new starts.
278 Views