News Sharing
For sharing news, please enter the email address of you and the receiver, then press SEND button.*Mandatory Fields
Receiver*
Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com
Your email address*
 Content Sharing
<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...
Reset
Send
The window will close in 5 seconds
<Research>HSBC Research Gives HENDERSON LAND/ SHK PPT Rating Buy; Investors Believe Real Estate Downturn Has Passed
Close
Recommend
12
Positive
21
Negative
8
 
SHORT SELL
 
STOCK INFO

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 NewsM Stanley Favors SHK PPT/ HENDERSON LAND; Mkt Expects HK Property Prices to Bottom Out
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 NewsHSBC Research: HK Property Sector's Worst Cycle Over; Home Prices Expected to Hike 2%/ 3% in 2025/ 2026
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.)

AAStocks Financial News
Copyright(C) AASTOCKS.com Limited 2000. All rights reserved.
Disclaimer: AASTOCKS.com Ltd, HKEx Information Services Limited, its holding companies and/or any subsidiaries of such holding companies endeavour to ensure the accuracy and reliability of the Information provided but do not guarantee its accuracy or reliability and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.