Market review:
From January 24, 2022 to the closing on January 28, 2022, the Hang Seng property sector fell by 3.61%, the Hang Seng Index fell by 5.67%, and the Hang Seng property sector outperformed the Hang Seng Index by 2.06pct. From the perspective of sector ranking, it ranked fifth among the 13 sectors of Hang Seng comprehensive industry compared with other sectors.
Select the top 40 stocks with a + H market value, and the top five are:
The top five stock price increases were Binjiang service, Xingsheng business, Shimao service, Xuhui Yongsheng service and Greentown management holding.
The top five after the decline in share prices were Hejing Youhuo, Caisheng, Shimao service, ya life service and Aoyuan health
Fund tracking:
Shanghai (Shenzhen) stock connect
Among A-share property companies, only China Merchants Property Operation & Service Co.Ltd(001914) holds shares in the Shanghai (Shenzhen) stock connect. As of January 28, 2022, it holds 13.53 million shares, down 4.3% from last week, with a market value of 238 million yuan.
Hong Kong stock connect
Hong Kong stock China Hong Kong stock connect holds 19 shares in total. From January 24 to 28, 2022, the largest increase is excellent business services, with an increase of 24.23% this week. The biggest drop was the elegant life service, down 0.64%. The highest shareholding ratio is poly property, which is 63.6%. The largest number of shares held by Evergrande property, 753 million shares.
Important industry news:
China Resources Land and Vientiane life signed a 23 billion M & A financing strategic cooperation agreement with China Merchants Bank
China Resources Land and its Vientiane life recently signed a strategic cooperation agreement on M & A financing with China Merchants Bank Co.Ltd(600036) in Shenzhen. All parties will establish a deep partnership on M & A financing, China Merchants Bank Co.Ltd(600036) will fully support the development of M & a business of China Resources Land and China Resources Vientiane life.
This cooperation amounted to more than 23 billion yuan. China Merchants Bank Co.Ltd(600036) the M & A financing lines of 20 billion yuan and 3 billion yuan will be granted to China Resources Land and China Resources Vientiane life respectively, which are dedicated to the M & a business of China Resources Land and China Resources Vientiane life.
China Merchants Property Operation & Service Co.Ltd(001914) : Dawn Airlines reduces all its shares
Beijing Shuguang Aviation Electric Co., Ltd. holds 1331370 China Merchants Property Operation & Service Co.Ltd(001914) shares (accounting for 0.13% of the total share capital of the company), and plans to reduce all the shares of the company in the form of centralized bidding within 6 months after 15 trading days from January 25.
Important announcements of the company:
Poly property: the company issued a profit forecast. The profit attributable to owners will increase by about 25% compared with about RMB 673.5 million for the year ended December 31, 2020.
New Dazheng Property Group Co.Ltd(002968) : the net profit attributable to the shareholders of the listed company was 164-168 million yuan, an increase of 24.99% – 28.04% over the same period.
Investment strategy and key recommendations: the material and enterprise sector fell this week. After acquiring Yuzhou property for 1.06 billion yuan, China Resources Vientiane life acquired the equity of Zhongnan service, signed a 23 billion M & A financing strategic cooperation agreement with China Merchants Bank, and is optimistic about further M & A actions in the future. In the future, the industry concentration will increase, and the head property management company will continue to develop rapidly.
Risk warning: the risk that the market development is not as expected; Risk of insufficient collection of property fees; The epidemic control was less than expected.
