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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21 Mar 2023 09:38Broker

China Property Sector – Property+ Weekly: Sales continued to cheer up the market

The latest high frequency data continues to cheer up the market especially the new home sales which booked +9%/+35% WoW/MTD YoY growth and the YTD...

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bullishKE Holdings
18 Mar 2023 06:47Broker

Ke Holdings (BEKE US) – 2Q23E will be another market surprise

We expect the sales growth to further improve in 2Q and beyond based on our leading indicator, channel check and low base (2023E EHT at +20% YoY).

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bullishKE Holdings
22 Feb 2023 10:27Broker

Ke Holdings (BEKE US) – Existing home sales recovery to be better than anticipated

We expect industry-wide Existing Home Transactions (EHT) recovery to be stronger than current market expectation (our forecast: 17% YoY GTV growth)...

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22 Feb 2023 08:04Broker

China Property Sector – Mildly positive for CSRC’s pilot private investment scheme in real estate

We expect property + sector to react positively on CSRC’s pilot scheme since it may accelerate home delivery and social housing with the help of...

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16 Feb 2023 10:22Broker

China Property Sector – Good news is bad news?

Property+ sector saw a decent correction on articles from Economic daily and Qiushi that reiterated property price increase and financial system risk.

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