BEKE 2Q25 Results: Visibility Remains Limited in the 2H
What’s new: KE Holdings’ reported 2Q25 revs that were in line with consensus but below our expectations. Housing market downturn has picked since beginning of Jul. Visibility remains limited in the 2H and any signs of recovery would be dependent on the potential policy rollouts in the coming months. We maintain our PT at US$26.Analysts:
Jin Yoon
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