Marketing feedback: Building rapport China Nodding along. Interest in the China property sector has continued to build solid traction. We find rising interest from large onshore and offshore insurance funds that we felt were missing in action recently. In contrast to the past, when our positive view was met with resistance, clients are now seeking more external validation that their agreement with our view is well-founded. Although there appears to be a general sense of agreement, investors are still not ov ...

(-) Hotel RevPARs grew 1% YoY, slower than we expected, due to a 17% decline in Singapore. (-) Offer to privatize Millennium & Copthorne Hotels New Zealand ended with CDL growing its stake from 76% to 84%, below the 90% threshold for compulsory acquisition. CDL will not make another takeover offer for at least nine months from April 22, 2025. | M May 21, 2025 03:21 AM GMT | | Update | | --- | --- | --- | | City Developments Asia Pacific | Morgan Stanley Asia (Singapore) Pte.+ Wilson W Ng, CFA | | | | Equity ...

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DELTA RENTAL HOMES DELTA RENTAL HOMES Neinor Homes has sold five rental buildings, totalling 251 housing units for c.€50mn Since 2023, Neinor Homes has sold a total of 1,334 rental units, for c.€325mn with an attractive gross development margin of 24.8% After this disposal, Neinor has successfully concluded its objective to fully crystallize the value of its rental portfolio Including figures from 1Q25, Neinor pre-sold a total of 921 housing units in its strongest ever start of the year MADRID ...

EQUITY RESEARCH | May 8, 2025 | 6:45AM CS T PROPERTY MANAGEMENT BUILDING PRODUCTS HOME FURNISHING & APPLIANCES CONSTRUCTION MATERIALS AGENCY DEVELOPERS China Shifting to domestic demand story; highlighting Buy ideas in property value chain We turn more constructive on property value chain stocks as we see potential policy support for domestic demand as a multi-year effort to mitigate external uncertainties. We view the selected 7 stocks in 5 sectors (developer: CRL, building materials: Yuhong/BNBM/Kinlong, ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Asia Pacific Equity Research 29 April 2025 China Property Property Data Monitor Mainland China: weekly sales stayed bleak; HK: Sierra Sea (1st batch) sold out Mainland China Hong Kong SAR See page 16 for analyst certification and important disclosures, including non-US analyst disclosures. J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect ...

The supervisory board of AS Trigon Property Development approved on 29th of April 2025 the audited annual report and profit allocation proposal for the year 2024. The supervisory board decided to present the annual report and profit allocation proposal as prepared by the management for the approval of the general meeting of shareholders. The revenues and profits remained unchanged compared to the preliminary disclosure on 20 February 2025. The original audited Annual Report 2024 document is submitted in mac ...

Shui On Land (00272) H2 2023 Earnings Call March 20, 2024 08:00 PM ET Speaker0 Good evening, ladies and gentlemen. Welcome to ShoeiON Land's twenty twenty three Annual Results Analyst Briefing. Thank you very much for joining us online this evening. We are pleased to have five members of the senior management team with us today: Mr. Vincent Lo, our Chairman Ms. Stephanie Lo, Executive Director of Shuyong Land and Vice Chairman of Shuyong Xin Tiendi Mr. Douglas Song, Chief Financial Officer and Chief Investm ...

Shui On Land (00272) H1 2023 Earnings Call August 21, 2023 08:00 PM ET Speaker0 Good evening, ladies and gentlemen. Welcome to Shireon Land's twenty twenty three Interim Results Analyst Briefing. Thank you very much for joining us online this evening. We are pleased to have five members of the senior management team with us today, Mr. Vincent Lo, our Chairman Ms. Stephanie Lo, Executive Director of Shuyong Land and Vice Chairman of Shuyong Xin TianD Mr. Douglas Song, Chief Financial Officer and Chief Invest ...