Core Viewpoint - Beike-W (02423) has seen a significant stock price increase, attributed to its inclusion in the Hang Seng China Enterprises Index, which is expected to enhance its market visibility and investor interest [2][5]. Group 1: Stock Performance - Beike-W's stock price rose over 10% during trading, with a current increase of 8.71%, reaching HKD 47.94, and a trading volume of HKD 4.95 billion [2][5]. Group 2: Index Inclusion - On February 13, the Hang Seng Index Company announced that Beike-W will be added to the Hang Seng China Enterprises Index, effective after market close on March 6, 2026, and starting March 9, 2026 [2][5]. Group 3: Financial Forecast - According to CMB International, Beike-W's revenue for Q4 of the previous year is expected to decline by 28.5% year-on-year to RMB 22.2 billion, with a projected non-GAAP net profit of RMB 427 million and a non-GAAP net profit margin of 1.9% [2][5]. - The firm remains optimistic about Beike's strong technological capabilities, quality service, and established broker network, anticipating market share growth in the housing transaction business [2][5]. - For 2026, Beike is expected to implement cost optimization measures in its core real estate transaction business, leading to a projected non-GAAP net profit of RMB 7 billion, a year-on-year increase of approximately 42% compared to the forecasted RMB 4.9 billion for 2025 [2][5].
贝壳-W午前涨逾9% 获纳入恒生国企指数成份股