Group 1 - Beike-W (02423) shares rose over 10% during trading, closing at 48.14 HKD with a transaction volume of 319 million HKD [1] - The Hang Seng Index Company announced that Beike-W will be included in the Hang Seng China Enterprises Index as of March 6, 2026, with the change effective from March 9, 2026 [1] - CMB International forecasts a 28.5% year-on-year decline in Beike-W's Q4 revenue to 22.2 billion RMB, with a projected non-GAAP net profit of 427 million RMB and a non-GAAP net profit margin of 1.9% [1] Group 2 - CMB International remains optimistic about Beike's strong technological capabilities, quality service, and established broker network, which are expected to help expand market share in the housing transaction business [1] - The company is expected to implement cost optimization measures in its core property transaction business by 2026, alongside improvements in profitability from new business, leading to a projected non-GAAP net profit of 7 billion RMB for the year, representing a 42% year-on-year increase from the forecasted 4.9 billion RMB in 2025 [1]
港股异动 | 贝壳-W(02423)盘中涨超10% 获纳入恒生国企指数成份股 机构看好公司房产交易业务成本优化