BEKE-W (02423.HK) -0.700 (-1.524%) Short selling $200.09M; Ratio 20.839% reported a 15.7% YoY elevation in 1Q26 non-GAAP net profit to RMB1.61 billion, with gross margin reaching a seven-quarter peak. The stock opened 6.85% higher today and once peaked at HKD49. It last posted at HKD48, up 5.31%, with turnover of 2.8829 million shares, involving HKD140 million.The latest broker ratings, TPs and views on BEKE-W (02423.HK) -0.700 (-1.524%) Short selling $200.09M; Ratio 20.839% KE Holdings Inc (BEKE.US) are as follows:Related NewsBEKE-W 1Q Non-GAAP Net Profit Up 15.7% to RMB1.61B; Gross Margin Hits 7-Quarter HighBrokers | Ratings | TPs | Key ViewsCiti | Buy | HKD68.0 -> 73.6/ USD24.4 -> 26.4Margins improved across the board in 1Q26. April's secondary home transaction volume hit a record high with positive operating leverage. In the long term, the company is expected to transform into a comprehensive service platform covering the entire housing purchase decision cycle.Goldman Sachs | Buy | HKD55 -> 59/ USD21 -> 23 1Q26 earnings beat expectations on improved margins, adjusted operating margin and net margin. The broker was positive on EPS growth potential driven by a total transaction value inflection point and operating efficiency improvement in 2Q26.JP Morgan | Overweight | HKD47/ USD181Q26 results beat forecasts, demonstrating strong cost optimization capability during market downturns. Adjusted operating margin reached a seven-quarter high. New businesses such as housing rental and home renovation continued to expand in scale and profitability.Daiwa | Outperform | ---1Q26 revenue met expectations, while significant expansion in gross margin and operating margin drove earnings above forecasts. The broker expected further structural margin improvement from operating optimization in 2Q26.BofA Securities | Buy | USD21-> 231Q26 profit exceeded expectations, with gross margin expansion across all business segments. Management is confident in structural margin expansion driven by improvements in operating quality, resource allocation and labor productivity.UBS | Buy | USD231Q26 adjusted net profit significantly beat market expectations. Total transaction value and revenue both exceeded forecasts, while commission rates for secondary housing and rental businesses increased, reflecting stronger pricing power.Jefferies | Buy | USD19 -> 22 1Q26 non-GAAP profit beat. The company repurchased shares and committed to shareholder returns. Strong execution in the new stage of industry development is expected to capture long-term broker service value.Morgan Stanley | Overweight | USD201Q26 earnings significantly surpassed expectations, reflecting strong profit performance.(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-21 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)
AASTOCKS Financial News