China's Property Sector Won't Likely Bottom Out Soon -- Market Talk

Dow Jones

2024/09/16

0316 GMT - China's property sector isn't expected to bottom out soon, as a stable house-price trend remains elusive, suggesting that there won't likely be a meaningful recovery in home buyers' confidence in the next few months, Nomura analysts Jizhou Dong and Riley Jin say in a research note. Weakening property activity also weighed on retail sales in August, especially in property-related segments, they say. Given the low base in 4Q 2023, Nomura expects a slight improvement in private property sales and volumes in 4Q. Yet the analysts reckon that potential new mortgage policies could have a minimal impact on home-sales sentiment and therefore maintain a cautious sector view. Nomura continues to favor KE Holdings along the property value chain. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

September 15, 2024 23:16 ET (03:16 GMT)

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Weakening property activity also weighed on retail sales in August, especially in property-related segments, they say. Given the low base in 4Q 2023, Nomura expects a slight improvement in private property sales and volumes in 4Q. Yet the analysts reckon that potential new mortgage policies could have a minimal impact on home-sales sentiment and therefore maintain a cautious sector view. Nomura continues to favor KE Holdings along the property value chain. 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Weakening property activity also weighed on retail sales in August, especially in property-related segments, they say. Given the low base in 4Q 2023, Nomura expects a slight improvement in private property sales and volumes in 4Q. Yet the analysts reckon that potential new mortgage policies could have a minimal impact on home-sales sentiment and therefore maintain a cautious sector view. Nomura continues to favor KE Holdings along the property value chain. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 15, 2024 23:16 ET (03:16 GMT)\n</p>\n<p>\n  Copyright (c) 2024 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":"LU0287142896.SGD","symbol_name":"Fidelity China Focus A-SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2467865573","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2467865573","pubTimestamp":1726456560,"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":"0316 GMT - China's property sector isn't expected to bottom out soon, as a stable house-price trend remains elusive, suggesting that there won't likely be a meaningful recovery in home buyers' confidence in the next few months, Nomura analysts Jizhou Dong and Riley Jin say in a research note. Weakening property activity also weighed on retail sales in August, especially in property-related segments, they say. Given the low base in 4Q 2023, Nomura expects a slight improvement in private property sales and volumes in 4Q. Yet the analysts reckon that potential new mortgage policies could have a minimal impact on home-sales sentiment and therefore maintain a cautious sector view. Nomura continues to favor KE Holdings along the property value chain. 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Weakening property activity also weighed on retail sales in August, especially in property-related segments, they say. Given the low base in 4Q 2023, Nomura expects a slight improvement in private property sales and volumes in 4Q. Yet the analysts reckon that potential new mortgage policies could have a minimal impact on home-sales sentiment and therefore maintain a cautious sector view. Nomura continues to favor KE Holdings along the property value chain. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 15, 2024 23:16 ET (03:16 GMT)\n\n\n  Copyright (c) 2024 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"}}}