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000002: Upcoming Shareholder Meeting And Profit Margin Outlook Will Shape Performance

Update shared on 22 Nov 2025

Fair value Decreased 0.48%
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AnalystConsensusTarget's Fair Value
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1Y
-28.0%
7D
-3.3%

Analysts have slightly lowered their price target for China Vanke, adjusting the fair value estimate from $6.44 to $6.40 per share. This change is based on updated discount rates and profitability forecasts.

What's in the News

  • Tangshan Most Elite Real Estate and China Vanke have completed Vanke Jinyu Huafu, a landmark residential project in Tangshan City featuring 10 luxury towers and a private landscaped garden. Sales were robust, with a full sell-out by August 2020. (Key Developments)
  • China Vanke will convene a Special/Extraordinary Shareholders Meeting on November 20, 2025 to ratify a loan framework agreement with Shenzhen Metro Group, consider its proposed annual cap, and authorize the board to implement the related transactions. (Key Developments)
  • The board of China Vanke is scheduled to meet on October 30, 2025 to review and approve the company’s quarterly and nine-month results, along with their publication. (Key Developments)

Valuation Changes

  • Fair Value Estimate: Adjusted downward slightly from CN¥6.44 to CN¥6.40 per share.
  • Discount Rate: Decreased modestly from 10.19% to 10.08%.
  • Revenue Growth Forecast: Remains nearly unchanged at negative 16.09%.
  • Net Profit Margin: Increased from 9.87% to 10.32%.
  • Future P/E Ratio: Lowered from 6.30 times to 5.98 times.

Disclaimer

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