BEKE 4Q25 Results: Improving Margin Outlook
What’s new: KE Holdings’ reported 4Q25 revs that were largely in line with consensus and our expectations. While housing transaction volume could remain challenging – especially for new home segment – margins could improve in 1Q26 and FY26 as the company further enhances operating efficiency across key business segments. We maintain our PT at US$20.Analysts:
Jin Yoon
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