ENTITY
KE Holdings

KE Holdings (BEKE US)

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Analysis
Real EstateChina
KE Holdings Inc. operates as an integrated online and offline platform for housing transactions and services. The Company offers existing and new home sales, home rentals, home renovation, real estate financial solutions, and other services. KE Holdings conducts businesses in China.
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19 Jun 2024 19:08Broker

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.

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13 Jun 2024 18:04

[Blue Lotus Daily]:1211 HK/300750 SZ/BEKE US/LKNCY US

​Geely and SK Group deepen cooperation in batteries, PBoC urges affordable housing re-lending, Luckin expands non-coffee drinks with lemonade sales.

13 Jun 2024 12:03

How to Stimulate China's Consumption, Part II

The underdevelopment of China's pension system leads to reliance on the residential property market as social safety net. The headroom of...

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11 Jun 2024 19:00

How to Stimulate China's Consumption? Part I

The myth of China underconsumption depends on how you count it. China under-consumes in certain consumption categories associated with an older and...

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04 Jun 2024 16:53

[Blue Lotus Daily]:BEKE US/9926 HK/1211 HK/ LI US

​Key takeaways from recent events: Beike Investor Day insights, Akeso's sales rights expansion, and BYD's innovative hybrid technology launch.

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