HSBC Stays Bullish on Quality Chinese Landlords -- Market Talk

Dow Jones

Nov 20

0448 GMT - HSBC Global Research stays bullish on the quality landlords in China's property market, they say in a note. The landlords' ability to quickly adjust to changing consumer tastes and unlock value by listing C-REITs have boosted analysts' faith in these companies. They think many investors have overlooked improved consumption in certain areas, which give landlords an opportunity to attract footfall and generate higher returns. Quality landlords' prospects will improve after their tenant mix changes normalize and major renovation upgrades are finished, they add. The brokerage continues to like China Resources Land in top-tier cities and Seazen in lower-tier cities. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

November 19, 2025 23:48 ET (04:48 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2584904464"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2584904464\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2584904464?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-20 12:48","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2584904464","market":"fut","top_or_hot":-1,"title":"HSBC Stays Bullish on Quality Chinese Landlords -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0448 GMT - <a href=\"https://laohu8.com/S/HSBC\">HSBC</a> Global Research stays bullish on the quality landlords in China's property market, they say in a note. The landlords' ability to quickly adjust to changing consumer tastes and unlock value by listing C-REITs have boosted analysts' faith in these companies. They think many investors have overlooked improved consumption in certain areas, which give landlords an opportunity to attract footfall and generate higher returns. Quality landlords' prospects will improve after their tenant mix changes normalize and major renovation upgrades are finished, they add. The brokerage continues to like China Resources Land in top-tier cities and Seazen in lower-tier cities. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 19, 2025 23:48 ET (04:48 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>HSBC Stays Bullish on Quality Chinese Landlords -- 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\">\nHSBC Stays Bullish on Quality Chinese Landlords -- 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\">2025-11-20 12:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0448 GMT - <a href=\"https://laohu8.com/S/HSBC\">HSBC</a> Global Research stays bullish on the quality landlords in China's property market, they say in a note. The landlords' ability to quickly adjust to changing consumer tastes and unlock value by listing C-REITs have boosted analysts' faith in these companies. They think many investors have overlooked improved consumption in certain areas, which give landlords an opportunity to attract footfall and generate higher returns. Quality landlords' prospects will improve after their tenant mix changes normalize and major renovation upgrades are finished, they add. The brokerage continues to like China Resources Land in top-tier cities and Seazen in lower-tier cities. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 19, 2025 23:48 ET (04:48 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":"LU0501845795.SGD","symbol_name":"瑞银大中华区股票基金P Acc SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2584904464","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2584904464","pubTimestamp":1763614080,"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":"0448 GMT - HSBC Global Research stays bullish on the quality landlords in China's property market, they say in a note. The landlords' ability to quickly adjust to changing consumer tastes and unlock value by listing C-REITs have boosted analysts' faith in these companies. They think many investors have overlooked improved consumption in certain areas, which give landlords an opportunity to attract footfall and generate higher returns. Quality landlords' prospects will improve after their tenant mix changes normalize and major renovation upgrades are finished, they add. The brokerage continues to like China Resources Land in top-tier cities and Seazen in lower-tier cities. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK1521":"挪威政府全球养老基金持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2088747998.USD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"ADM\" (USD) INC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU0738912210.USD":"Blackrock Asia Pacific Equity Income A6 USD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","01030":"新城发展","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","HSBC":"汇丰","BK1589":"北水核心资产","BK4588":"碎股","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","BK4112":"金融交易所和数据","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU0048597586.USD":"富达亚洲焦点A","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","SG9999009997.SGD":"United Asia Pacific Real Estate Income Acc SGD","LU2088747725.USD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"A\" (USD) ACC","BK1585":"昨日强势股","BK1240":"房地产开发","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK4207":"综合性银行","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","BK1555":"内房股","LU3063872942.SGD":"FULLERTON LUX FUNDS ASIA EQUITIES \"I\" (SGD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","IE0008368742.USD":"首域中国增长基金I Acc","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU0594300419.USD":"富达中国消费基金A","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","BK1570":"华润系","01109":"华润置地","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","SG9999010078.USD":"UNITED ASIA PACIFIC REAL ESTATE INCOME (USDHDG) INC","LU0048580855.USD":"富达大中华区A","LU0173614495.USD":"富达中国焦点A","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H"},"translate_title":"汇丰银行继续看好优质中国房东——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01030":0.9,"HSBC":1.5,"01109":0.9},"content_text":"0448 GMT - HSBC Global Research stays bullish on the quality landlords in China's property market, they say in a note. The landlords' ability to quickly adjust to changing consumer tastes and unlock value by listing C-REITs have boosted analysts' faith in these companies. They think many investors have overlooked improved consumption in certain areas, which give landlords an opportunity to attract footfall and generate higher returns. Quality landlords' prospects will improve after their tenant mix changes normalize and major renovation upgrades are finished, they add. The brokerage continues to like China Resources Land in top-tier cities and Seazen in lower-tier cities. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 19, 2025 23:48 ET (04:48 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":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}