Chinese Developers Shares Likely Rangebound in Near Term -- Market Talk

Dow Jones

Nov 05

0742 GMT - Share prices of Chinese developers may remain rangebound in the near term unless a policy package is announced, say HSBC analysts in a research note. Following an investor roadshow, the analysts see housing demand as still solid, but reckon market sentiment needs more policies and better macro to fire back up. Policy expectations are low as investors believe boosting the property market is not a policy priority, they say. However, the analysts see current valuations as presenting better opportunities for HSBC's preferred picks, which include China Resources Land, C&D International, and Seazen Group. "We believe these companies have higher earnings upside on a normalised basis," which could fuel a rally when risk appetite towards developers rises again, they add. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

November 05, 2025 02:42 ET (07:42 GMT)

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Following an investor roadshow, the analysts see housing demand as still solid, but reckon market sentiment needs more policies and better macro to fire back up. Policy expectations are low as investors believe boosting the property market is not a policy priority, they say. However, the analysts see current valuations as presenting better opportunities for HSBC's preferred picks, which include China Resources Land, C&amp;D International, and Seazen Group. \"We believe these companies have higher earnings upside on a normalised basis,\" which could fuel a rally when risk appetite towards developers rises again, they add. (tracy.qu@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 05, 2025 02:42 ET (07:42 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Developers Shares Likely Rangebound in Near Term -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese Developers Shares Likely Rangebound in Near Term -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-05 15:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0742 GMT - Share prices of Chinese developers may remain rangebound in the near term unless a policy package is announced, say <a href=\"https://laohu8.com/S/HSBC\">HSBC</a> analysts in a research note. Following an investor roadshow, the analysts see housing demand as still solid, but reckon market sentiment needs more policies and better macro to fire back up. Policy expectations are low as investors believe boosting the property market is not a policy priority, they say. However, the analysts see current valuations as presenting better opportunities for HSBC's preferred picks, which include China Resources Land, C&amp;D International, and Seazen Group. \"We believe these companies have higher earnings upside on a normalised basis,\" which could fuel a rally when risk appetite towards developers rises again, they add. (tracy.qu@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 05, 2025 02:42 ET (07:42 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4521","symbol_name":"英国银行股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2581745115","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2581745115","pubTimestamp":1762328520,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0742 GMT - Share prices of Chinese developers may remain rangebound in the near term unless a policy package is announced, say HSBC analysts in a research note. Following an investor roadshow, the analysts see housing demand as still solid, but reckon market sentiment needs more policies and better macro to fire back up. Policy expectations are low as investors believe boosting the property market is not a policy priority, they say. However, the analysts see current valuations as presenting better opportunities for HSBC's preferred picks, which include China Resources Land, C&D International, and Seazen Group. \"We believe these companies have higher earnings upside on a normalised basis,\" which could fuel a rally when risk appetite towards developers rises again, they add. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4521":"英国银行股","BK1610":"ETF&股票定投概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK1572":"香港银行股","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","BK4588":"碎股","HSHD.SI":"HSBC HK SDR 5to1","BK4207":"综合性银行","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","HSBC":"汇丰","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","03143":"华夏香港银行股","BK1601":"香港本地股","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","HSBA.UK":"汇丰控股有限公司","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","00005":"汇丰控股","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4585":"ETF&股票定投概念","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","BK1231":"综合性银行"},"translate_title":"中国开发商股价近期可能区间波动——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00005":0.72,"03143":0.6,"HSBA.UK":0.6,"HSBC":0.9,"HSHD.SI":0.6},"content_text":"0742 GMT - Share prices of Chinese developers may remain rangebound in the near term unless a policy package is announced, say HSBC analysts in a research note. Following an investor roadshow, the analysts see housing demand as still solid, but reckon market sentiment needs more policies and better macro to fire back up. Policy expectations are low as investors believe boosting the property market is not a policy priority, they say. However, the analysts see current valuations as presenting better opportunities for HSBC's preferred picks, which include China Resources Land, C&D International, and Seazen Group. \"We believe these companies have higher earnings upside on a normalised basis,\" which could fuel a rally when risk appetite towards developers rises again, they add. (tracy.qu@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 05, 2025 02:42 ET (07:42 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}