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15.12.25 - 20:01
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China′s Secondhand Home Prices Drop at Fastest Pace in Over a Year (Caixin)
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Preowned home prices in China's top-tier cities fell for the seventh consecutive month in November, with the pace of decline hitting its fastest in more than a year amid a surge in listings that continues to flood the market.According to data released Monday by the National Bureau of Statistics, prices in the country's four top-tier cities — Beijing, Shanghai, Guangzhou and Shenzhen — fell 1.1% from the previous month. That marked a 0.2 percentage point acceleration from October and the sharpest drop since October 2024. Not a single city among the 70 tracked by the agency reported a monthly gain in preowned home prices.The slide stems from a deep structural shift in the market, where supply has begun to overwhelm demand. Listings of secondhand homes on the platform operated by real estate brokerage Ke Holdings Inc., also known as Beike, have surged to 6.5 million — up 60% from four years ago, vice chairman Xu Wangan said at a Dec. 12 event.The data suggests the market structure has irreversibly sh...
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25.11.25 - 08:00
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CHINA VANKE Dumps All KE Holdings Shrs (AAStocks)
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CHINA VANKE (02202.HK) (000002.SZ), an early investor in BEKE-W (02423.HK) (BEKE.US), was asked by retail investors on the Shenzhen Stock Exchange's interactive platform whether it has already sold the KE Holdings shares it invested in years ago.CHINA VANKE admitted that it had sold all its KE Holdings shares, but it didn......
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15.11.25 - 00:36
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US funds tread carefully on China as Oaktree and Appaloosa adjust bets (SCMP)
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Major US fund managers stayed cautious on China in the third quarter, with Oaktree Capital Management rebalancing its exposure to both equities and convertible bonds tied to Chinese firms, while Appaloosa – founded by billionaire investor David Tepper – made selective adjustments.
Oaktree Capital, founded by notable investor Howard Marks, sold all of its 1.5 million shares valued at US$26.8 million in KE Holdings, a Chinese online property platform, in the third quarter, according to its latest......
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12.11.25 - 08:00
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Research: CICC Keeps Outperform on KE Holdings w/ TP USD25 (AAStocks)
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KE Holdings (BEKE.US) has announced its results for 3Q25, revealing that its revenue met market expectations with an increase of 2.1% YoY to RMB23.1 billion, while its adjusted net profit beat market forecasts with a fall of 27.8% YoY to RMB1.29 billion, primarily attributable to effective expense management, according to a CICC......
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11.11.25 - 19:02
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KE Holdings Stung by Property Slump, But Rental Gains Show Promise (Caixin)
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KE Holdings Inc. posted a sharp decline in third-quarter profit as China's deepening property slump continues to pressure its core brokerage business, though rapid gains in its rental services division suggest a strategic pivot may be taking hold.
The real estate platform, traded in both New York and Hong Kong, reported net profit of 747 million yuan ($105 million) for the three months ended Sept. 30, down 36.1% from a year earlier, the company said in a Monday earnings release. Net revenue rose slightly, gaining 2.1% to 23.1 billion yuan.
Also known as Beike, KE Holdings earns most of its revenue from commissions on home sales. But amid an industry-wide downturn, the company launched a “One Body, Three Wings” strategy in July 2023, reaffirming its brokerage roots while expanding into home renovation, long-term rentals and new home development.
So far, the transition has yielded mixed results. While income from existing and new home transactions declined — down 3.6% and 14.1% respectively — the c...
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27.10.25 - 11:03
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KE Holdings Inc. Upgraded to “AA” in MSCI ESG Rating (GlobeNewswire EN)
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BEIJING, Oct. 27, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE and HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, is pleased to announce today a significant upgrade in its Environmental, Social and Governance (ESG) rating by Morgan Stanley Capital International (“MSCI”) from “A” to “AA,” marking its third consecutive rating upgrade from 2023 to 2025. This achievement highlights Beike's steadfast commitment to excellence in ESG practices within the industry....
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