Analysts have lowered their fair value estimate for China Vanke from $6.54 to $6.44 per share. This revision reflects improved profit margins, but also more cautious expectations for revenue growth in the latest update.
What's in the News
- Announcement of a Special/Extraordinary Shareholders Meeting scheduled for November 20, 2025, at 15:30 China Standard Time. The event will be held at Vanke Center, 33 Huanmei Road, Dameisha, Yantian District, Shenzhen, China (Key Developments).
- A Board Meeting is set for October 30, 2025, to consider and approve the quarterly results of the company and its subsidiaries for the three and nine months ended September 30, 2025, as well as their publication (Key Developments).
- A previous Board Meeting took place on August 22, 2025. The main focus was the approval of interim results for the six months ended June 30, 2025, and their publication (Key Developments).
Valuation Changes
- Fair Value: Lowered modestly from CN¥6.54 to CN¥6.44 per share.
- Discount Rate: Increased slightly from 10.08% to 10.19%.
- Revenue Growth: Projected decline has softened, with expected contraction improving from -17.89% to -16.09%.
- Net Profit Margin: Improved from 7.94% to 9.87%.
- Future P/E: Decreased noticeably from 7.89x to 6.30x.
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