Group 1 - As of December 18, southbound funds hold approximately 454.5 million shares of Beike-W (2423.HK), accounting for 12.96% of its total share capital, with a market value of about HKD 19.008 billion [1] - Southbound funds have shown a strong increasing trend in their holdings of Beike, with net increases recorded on 10 out of the last 10 trading days and 18 out of the last 20 trading days, indicating a strong buying interest [1] - The continuous increase in holdings by southbound funds reflects a recognition of Beike's long-term investment value and liquidity, signaling a clear "buy and hold" message [1] Group 2 - Beike has been consistently favored by both international and domestic large financial institutions this year, with notable increases in holdings from major private equity firms [3] - The latest Q3 financial report from Beike shows year-on-year revenue growth, with profitable operations in home decoration and rental businesses, despite some short-term market headwinds [3] - Beike has announced an increase in its stock repurchase authorization from USD 3 billion to USD 5 billion, extending the repurchase plan until August 31, 2028, and has executed a record high buyback of USD 280 million in Q3 [3]
港股通持仓贝壳市值超190亿港元，多家国际券商给出"买入""增持"评级