Some Chinese Property Developers Positioned to See Turnaround in 2026 -- Market Talk

Dow Jones

2025/06/26

0828 GMT - Certain Chinese property companies may see a turnaround next year, according to HSBC analysts in a commentary. Progress in debt restructuring and the re-opening of the offshore bond market have helped boost market sentiment, the analysts say. They add that distressed developers are repositioned for a turnaround in 2026, after their onshore and offshore debts are all sorted out and inventories are mostly cleared. Longfor Group is a beneficiary of broadened credit normalization, the analysts say. HSBC also names Ke Holdings and China Resources Land as preferred in the sector. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

June 26, 2025 04:28 ET (08:28 GMT)

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Progress in debt restructuring and the re-opening of the offshore bond market have helped boost market sentiment, the analysts say. They add that distressed developers are repositioned for a turnaround in 2026, after their onshore and offshore debts are all sorted out and inventories are mostly cleared. Longfor Group is a beneficiary of broadened credit normalization, the analysts say. HSBC also names Ke Holdings and China Resources Land as preferred in the sector. 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Progress in debt restructuring and the re-opening of the offshore bond market have helped boost market sentiment, the analysts say. They add that distressed developers are repositioned for a turnaround in 2026, after their onshore and offshore debts are all sorted out and inventories are mostly cleared. Longfor Group is a beneficiary of broadened credit normalization, the analysts say. HSBC also names Ke Holdings and China Resources Land as preferred in the sector. (tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 26, 2025 04:28 ET (08:28 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":"BK4548","symbol_name":"巴美列捷福持仓","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2546810202","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2546810202","pubTimestamp":1750926480,"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":"0828 GMT - Certain Chinese property companies may see a turnaround next year, according to HSBC analysts in a commentary. Progress in debt restructuring and the re-opening of the offshore bond market have helped boost market sentiment, the analysts say. They add that distressed developers are repositioned for a turnaround in 2026, after their onshore and offshore debts are all sorted out and inventories are mostly cleared. Longfor Group is a beneficiary of broadened credit normalization, the analysts say. HSBC also names Ke Holdings and China Resources Land as preferred in the sector. 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Progress in debt restructuring and the re-opening of the offshore bond market have helped boost market sentiment, the analysts say. They add that distressed developers are repositioned for a turnaround in 2026, after their onshore and offshore debts are all sorted out and inventories are mostly cleared. Longfor Group is a beneficiary of broadened credit normalization, the analysts say. HSBC also names Ke Holdings and China Resources Land as preferred in the sector. (tracy.qu@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 26, 2025 04:28 ET (08:28 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"}}}