Group 1 - As of December 18, southbound funds hold approximately 454.5 million shares of Beike Holdings, accounting for 12.96% of its total share capital, with a market value of about HKD 19.008 billion at the closing price [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 sentiment [1] - Major financial institutions, including domestic private equity giants, have also increased their holdings in Beike, reflecting confidence in the company's long-term investment value and liquidity [1] Group 2 - Beike's latest Q3 financial report shows a year-on-year increase in net revenue, with both home decoration and rental businesses achieving profitability at the city level before headquarters expenses [2] - Several international banks, including Goldman Sachs, Morgan Stanley, and Bank of America, have reiterated "buy" or "overweight" ratings for Beike, despite some short-term adjustments in target prices due to headwinds in the real estate market [2] - 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 of USD 280 million in stock buybacks in Q3 [2]
港股通持仓贝壳市值超190亿港元 占总股本近13%