Investment Rating and Strategy - The analyst gives a hold rating for KE Holdings (NYSE: BEKE) due to the need for more evidence that the current demand improvement trend is sustainable [1] - The analyst seeks growth acceleration supported by improving macroeconomic demand before reconsidering the rating [1] Analyst Background and Approach - The analyst is an individual investor managing personal capital accumulated over the years [1] - The analyst employs a diversified investment approach, including fundamental investing, technical investing, and momentum investing [1] - The analyst uses Seeking Alpha as a platform to track investment ideas and connect with like-minded investors [1] Disclosure and Independence - The analyst has no stock, option, or derivative positions in the mentioned companies and no plans to initiate such positions within the next 72 hours [2] - The article reflects the analyst's personal opinions and is not influenced by compensation or business relationships with the mentioned companies [2]
KE Holdings: Upside Is Attractive, But I Prefer To Wait For More Proof