ENTITY
KE Holdings

KE Holdings (BEKE US)

196
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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24 Apr 2024 18:45Broker

Property - Weekly highlight: +ve progress on policy implementation, no remarkable recovery on sales

These moves may not bring a surge in property sales but could prevent a sharp decline by marginally boosting demand in our view.

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17 Apr 2024 18:51Broker

Property - NBS 1Q24: Weakness Was Well Expected, Expecting More Financing-Side Policies

REI decline widened to 9.5% from -9.0% in 2M24 even though continued base adjustment lowered the number in 1Q23 by 6%. REI was at - 15% if...

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26 Mar 2024 18:39Broker

Property - Weekly highlight: Tier-1 cities showed WoW recovery, YoY decline remains deep

The State Council’s meeting held last Friday reiterated the crucial role of real estate industry for stabilizing the macro economy

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19 Mar 2024 09:13Broker

Internet - 2M24 online retail sales recap

Based on NBS data, 2M24 online retail sales GMV/online physical goods GMV reached RMB2.2tn/1.8tn, up 15.3/14.4% YoY, which implied a two-year CAGR...

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13 Mar 2024 17:06Broker

Property - Sales Show Recovery Sign, Banks May Help Semi-SOE

Yesterday, the developers surged 8% due to the Vanke’s news mentioned above. We believe news related to developers debt repayment will continue to...

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