Core Viewpoint - Beike-W (02423) has seen a significant increase in stock price, rising over 8% to HKD 52.4, with a trading volume of HKD 803 million, indicating positive market sentiment towards the company [1] Group 1: Market Performance - The second-hand market is showing stability in both volume and price, which is expected to positively impact Beike's performance [1] - In the first 18 days of January 2026, Beike recorded a 33% year-on-year increase in second-hand property transactions across 79 cities, suggesting a rebound in market activity [1] - Excluding market share growth, the current transaction volume corresponds to an annualized second-hand transaction volume of 860 million square meters, a 24% increase compared to 2025, aligning with the annualized figure of 840 million square meters from Q4 2024 [1] Group 2: Share Buyback Activity - Beike has been actively repurchasing its shares, spending approximately USD 300,000 to buy back around 497,700 shares on January 26, 23, and 22, and USD 350,000 for 58,910 shares on January 20 [1] - This consistent buyback activity indicates the company's confidence in its stock value and future prospects [1]
贝壳-W午后涨超8% 机构称26年开年二手认购成交明显回弹