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<Research>HSBC Research Gives HENDERSON LAND/ SHK PPT Rating Buy; Investors Believe Real Estate Downturn Has Passed
HSBC Global Research noted in its report that its recent conversations with investors have indicated that many believe the downturn in the real estate sector has largely ended, wit...
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<Research>HSBC Research Gives HENDERSON LAND/ SHK PPT Rating Buy; Investors Believe Real Estate Downturn Has Passed
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HSBC Global Research noted in its report that its recent conversations with investors have indicated that many believe the downturn in the real estate sector has largely ended, with the speed of developers' inventory clearance, trends in borrowing costs, and the potential stability of retail rents currently becoming their most concerning issues.

Investors are also interested in the new strategic developments of Hongkong Land and SWIREPROPERTIES (01972.HK)  -0.600 (-2.844%)    Short selling $11.70M; Ratio 20.194%   , as well as which companies may offer higher shareholder return plans.

Related NewsCICC Initiates Coverage on SWIREPROPERTIES (01972.HK) w/ Rating 'Outperform' Rating Outperform/ TP $23.8
To HSBC Global Research, the market has generally anticipated weak performance in 1H25, so it is unlikely to bring negative surprises. Investors are now focusing on residential sales trends and value companies that can offer improved future earnings prospects rather than those relying solely on high dividend yields.

Among developers, HSBC Global Research favored HENDERSON LAND (00012.HK)  -0.150 (-0.545%)    Short selling $50.52M; Ratio 26.716%   for its improved earnings prospects from lower borrowing costs and better property sales. It also preferred SHK PPT (00016.HK)  -1.800 (-1.925%)    Short selling $91.92M; Ratio 24.650%   , one of the few developers with earnings visibility and dividend certainty.

In terms of landlords, WHARF REIC (01997.HK)  -0.550 (-2.204%)    Short selling $54.24M; Ratio 37.666%   and HYSAN DEV (00014.HK)  -0.140 (-0.894%)    Short selling $1.30M; Ratio 4.180%   are expected to shore up their dividend distribution capabilities thanks to positive wealth effects and increased consumer spending driven by visitor arrivals.

Related NewsG Sachs Lifts TPs for Developers, Expects 5%/ 2% Growth in Property Prices/ Retail Rents Next Yr
Stock | Rating | Target Price (HKD)
HENDERSON LAND (00012.HK)  -0.150 (-0.545%)    Short selling $50.52M; Ratio 26.716%   | Buy | 34.2
HYSAN DEV (00014.HK)  -0.140 (-0.894%)    Short selling $1.30M; Ratio 4.180%   | Buy | 18.6
SHK PPT (00016.HK)  -1.800 (-1.925%)    Short selling $91.92M; Ratio 24.650%   | Buy | 112.9
SWIREPROPERTIES (01972.HK)  -0.600 (-2.844%)    Short selling $11.70M; Ratio 20.194%   | Buy | 23.7
WHARF REIC (01997.HK)  -0.550 (-2.204%)    Short selling $54.24M; Ratio 37.666%   | Buy | 30
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-08-01 16:25.)

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