reports
- Damon Shen
- Jieqi Liu
Yuexiu Property (123 HK): Takeaways from meeting with Yuexiu Property.
Our key takeaways from our meeting with Yuexiu Property are: a) contract sales in 4M25 reached 34.1% of its full-year target, backed by improvements in rigid demand in Guangzhou; b) gross margin is expected to hit about 10% in 2025; c) idle land buybacks have reduced the company's idle land holdings and improved capital efficiency; and d) land acquisition efforts will be concentrated in eight cities. Yuexiu Property is currently trading at 0.3x one-year forward P/B, 1.4SD below its five-year mea...
- Claire Wang Kelai
- Damon Shen
- Greater China Research Team
- Jieqi Liu
- Tham Mun Hon
Greater China Daily: Tuesday, May 20, 2025
KEY HIGHLIGHTS Economics Economic Activity Industrial production growth was stronger than expected at 6.1% yoy in April, but ytd FAI growth edged lower to 4.0% yoy, weighed by weakness in property FAI (-10.3% yoy ytd). Retail sales growth also slowed from 5.9% yoy in March to 5.1% yoy in April. Overall, April’s data was weak and we see further downside risks as the initial impact of the tariff war filters through, although the recent rate cuts may moderate the impact. Update Yuexiu Property...
- Benjaphol Suthwanish
- Benyamin Mikael
- Chong Lee Len
- Claire Wang Kelai
- Damon Shen
- Jieqi Liu
- Lester Siew
- Llelleythan Tan Tan
- Philip Wong
- Tham Mun Hon
Regional Morning Meeting Notes: Tuesday, May 20, 2025
GREATER CHINA Economics Economic Activity Generally weaker activities in April. Update Yuexiu Property (123 HK/NOT RATED/HK$4.57) Takeaways from meeting with Yuexiu Property. INDONESIA Update Aneka Tambang (ANTM IJ/BUY/Rp2,720/Target: Rp3,300) Raising earnings forecast on strong gold price momentum. MALAYSIA Results Affin Bank (ABANK MK/SELL/RM2.72/Target: RM...
Yuexiu Property Co Ltd: 1 director
A director at Yuexiu Property Co Ltd sold 321,000 shares at 5.795HKD and the significance rating of the trade was 51/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years ...
YUEXIU PROPERTY with less fundamental stars is reduced to Neutral
YUEXIU PROPERTY (HK), a company active in the Real Estate Holding & Development industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 3 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As o...
- Please Change Name Franco Leung
- CFA
Yuexiu Property Company Limited: Update to key credit considerations
CORPORATES CREDIT OPINION 23 November 2017 Update RATINGS Yuexiu Property Company Limited Domicile Hong Kong Long Term Rating Baa3 Type LT Issuer Rating - Fgn Curr Outlook Negative Please see the ratings section  at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Analyst Contacts Franco Leung, CFA 852-3758-1521
- Please Change Name Franco Leung
Moody's: Yuexiu Property's 1H 2017 results support its standalone cred...
Announcement: Moody's: Yuexiu Property's 1 H 2017 results support its standalone credit profile. Global Credit Research- 21 Aug 2017. Hong Kong, August 21, 2017-- Moody's Investors Service says that Yuexiu Property Company Limited's improved 1 H 2017 results were in line with Moody's expectations and will not immediately impact its Baa3 issuer rating or the negative rating outlook.
- Please Change Name Franco Leung
- CFA
Yuexiu Property Company Limited: Update following 2016 Results
CORPORATES CREDIT OPINION 31 March 2017 Update RATINGS Yuexiu Property Company Limited Domicile Hong Kong Long Term Rating Baa3 Type LT Issuer Rating - Fgn Curr Outlook Negative Please see the ratings section at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Analyst Contacts Franco Leung, CFA 852-3758-1521
- Please Change Name Franco Leung
Moody's: Yuexiu Property's ratings unaffected by moderate 2016 results...
Hong Kong, February 27, 2017-- Moody's Investors Service says that Yuexiu Property Company's Limited's 2016 annual results were within expectation and have no immediate impact on its Baa3 issuer rating or the negative rating outlook. "Yuexiu Property's negative ratings outlook adequately captures its weak 2016 results, which were largely within Moody's expectations. In addition, its weak credit metrics for 2016 are partly buffered by its robust liquidity, "says Franco Leung, a...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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