China Property_ 10 takeaways from expert call
China Securities·2024-12-02 06:32
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 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 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： FICC Research Credit Research 26 November 2024 China Property 10 takeaways from expert call shuinu9870 We turn more skeptical on sustainability of new home sales after the call and we believe policy delivery is the key. We maintain the VNKRLE '27s and '29s at UW on unclear repayment path. We think it is premature to tur ...