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The recommendation is specific to a named time window (August–October) and cites two sourced rationales: healthier supply-demand conditions in core cities and the State Council's expanded housing provident fund withdrawal uses, both of which are new policy or market-structure developments. C&D International (01908.HK) is directly named as one of five picks, making it a primary target of the view. The single-source nature (one wire flash, corroboration count zero) means the view is attributed to Citi only and is not independently confirmed.
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Citi has recommended Chinese property stocks for an August–October window, naming COLI (00688.HK), C&D International (01908.HK), CR Land (01109.HK), KE Holdings (02423.HK), and Sino-Ocean (00817.HK) as top picks.
The recommendation is specific to a named time window (August–October) and cites two sourced rationales: healthier supply-demand conditions in core cities and the State Council's expanded housing provident fund withdrawal uses, both of which are new policy or market-structure developments. C&D International (01908.HK) is directly named as one of five picks, making it a primary target of the view. The single-source nature (one wire flash, corroboration count zero) means the view is attributed to Citi only and is not independently confirmed.
Jin10·08/20, 12:31 PM