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<Research>M Stanley Prefers CHINA RES LAND/ CHINA OVERSEAS; CN Housing Policy Likely to Remain Low-Key in Coming Mths
Recommend 8 Positive 12 Negative 3 |
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In December 2025, the prices of second-hand homes in major cities across China continued to decline MoM, although it happened at a milder pace and the YoY drop in sales also slowed during the same period, according to a Morgan Stanley research report. Morgan Stanley believes that China's housing policies may remain low-key in the coming months, while the high volume of second-hand home listings may continue to dampen buyer sentiment, heaping pressure on home sales and prices. Despite its cautious outlook on the recovery of the real estate market, Morgan Stanley anticipates further differentiation in stock performance between the overall industry and quality companies with reliable self-rescue capabilities this year. Morgan Stanley favors robust mall operators such as CHINA RES LAND (01109.HK) and SEAZEN HOLDINGS (601155.SH), as they will be able to capitalize on the 15th Five-Year Plan's emphasis on consumption and strong tailwinds from REITs policies. The broker is also upbeat about C&D INTL GROUP (01908.HK) and CHINA OVERSEAS (00688.HK), whose optimized land reserves will support profits and drive earnings back to positive growth. AAStocks Financial News |
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