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Onewo (2602 HK)
Watchlist
69
Analysis
Real Estate
•
China
Onewo Inc. operates as a property management service provider. The Company operates and manages residential communities, workspaces, public premises, and others. Onewo provides its services throughout Hong Kong.
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bullish
•
Thematic (Sector/Industry)
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02 May 2024 19:40
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Broker
Property - Hope +ve Policy Tone and Better Trading Sentiment to Help Fundamental Recovery
China’s Politburo meeting called for research on destocking measures, a topic that has not been mentioned on this level’s meeting since 2016.
CMB International
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17 Views
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bullish
•
Onewo
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30 Aug 2023 08:19
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Broker
Onewo (2602 HK) – 1H23 Earnings Missed.
We think the controversial topic of bidding contract with capital investment is actually a good strategy given the reasons explained below.
CMB International
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154 Views
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bearish
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Thematic (Sector/Industry)
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24 Apr 2024 18:45
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Broker
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.
CMB International
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204 Views
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bullish
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Thematic (Sector/Industry)
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17 Apr 2024 18:51
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Broker
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...
CMB International
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156 Views
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bullish
•
Thematic (Sector/Industry)
•
26 Mar 2024 18:39
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Broker
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
CMB International
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172 Views
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