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Ping An Securities: Consumer REITs expand and improve, with stable operations and outstanding performance.
Consumer infrastructure REITs have seen significant gains, benefiting from the dual catalysts of fundamentals and policy expectations.
The Hong Kong overall property registration volume in April reached 7,229 transactions, a 5-month high.
According to the comprehensive data from the Land Registry provided by Midland Realty Research Center, in April, the total property registrations in Hong Kong (including new private homes, second-hand Residences, new public housing, commercial shops, parking spaces, and Other) amounted to a total of 7,229, representing a month-on-month increase of approximately 8.5% compared to 6,661 in March, reaching a five-month high and surpassing the 7,000 mark for the first time since last November.
E-STAR CM: 2024 ANNUAL REPORT
Xingsheng Commercial (6668.HK): Strong fundamentals combined with an 80% high dividend, a value symbol that embodies both certainty and growth.
Consumer demand is the ultimate demand, related to economic development, and is also the focus of investors' attention. Overseas institutions generally believe that stimulating consumer spending will have a more sustainable impact on the economy. This year's government work report has sent a clear signal, stating that special measures should be developed to enhance consumer capacity, increase the quality of supply, and improve the consumption environment, thus releasing diversified and differentiated consumer potential and promoting the quality upgrade of consumption. According to data released by the National Statistics Bureau, from January to February this year, the total retail sales of consumer goods reached 8373.1 billion yuan, a year-on-year increase of 4.0%, with the growth rate accelerating by 0.5 percentage points compared to the whole of last year. The consumer confidence index in February compared to the previous.
CITIC SEC: Quality and price matching may become a direction encouraged by policy. The property Sector has significant upward elasticity in the future.
The bank suggests that investors pay attention to the policy turning point in the Property Service Sector.
Earnings Conference Highlights | Xing Sheng Commercial (6668.HK) navigates the cycle by anchoring its development foundation, with an 80% high dividend showcasing its profitability.
In the post-epidemic era, the phenomenon of Consumer downgrade continues, coupled with a job market recovery that falls short of expectations, residents' confidence in consumption is still in the process of recovery. This trend is particularly evident among the younger consumer group represented by Generation Z—there is an increased willingness to save, becoming more meticulous about spending, and insisting on "comparing prices among multiple stores."
E-Star Commercial Management Company Limited (HKG:6668) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?
