Ke Holdings Inc. (BEKE) prévoyantili publicer ses résultats du deuxième trimestre avant l'ouverture du marché vendredi prochain. Les analystes prévoient qu'en hausse de 36,8% par rapport à l'an dernier, le bénéfice par action atteindra 2,12 yuans, alors que le chiffre d'affaires devrait baisser de 11 % à 23,14 milliards de yuans.
analyst estimates for both earnings and revenue have softened over the past two months, with earnings estimates slipping by 0.84% and revenue estimates by 0.88%, according to compiled market data. The company, which operates as a leading real estate platform in China, will report amid a backdrop of gradual stabilization in the country's housing market. Data from July showed that home price declines across 70 major cities narrowed compared with the prior year, although Morningstar's Q1 2026 commentary on China's real estate sector remains cautious, citing persistent demand weakness and weak consumer sentiment that is not expected to recover before 2027.
Ke Holdings commands a dominant position in the existing-home market with a 31.7% share, supported by its Agent Cooperation Network (ACN), which facilitated 75% of completed transactions in 2024. ACN model separates listing and buyer agents under a standardized commission structure, a framework that has contributed to the platform's operational efficiency.
Analyst sentimentul rămâne deosebit de pozitiv, cu 21 din 22 analiști care acordă o evaluare de cumpărare acțiunii. Prețul obiectiv de cotare este de 22,93 USD, ceea ce înseamnă o creștere de 32% față de prețul curent al acțiunii, de 17,38 USD. CLSA a început acoperirea săptămâna aceasta, acordând o evaluare de cumpărare și un preț de țintă de 23,80 USD, evidențiind poziția de lider în piață a Ke Holdings și infrastructura tehnologică proprie ca puncte forte.
Stanley Peng, CEO, đã emphasizing a strategical shift from scale-driven growth toward efficiency-focused operations and consumer-centric decision-making services, เข้าสอดคล้องกับความพยายามอย่างกว้างขวางในการเผชิญกับสถานการณ์ตลาดที่ท้าทาย
