SEHK:688Real Estate
How Investors Are Reacting To China Overseas Land & Investment (SEHK:688) Margin Pressure Amid Sector Turmoil
In recent research released before 26 January 2026, Citi and UOB Kay Hian highlighted that China Overseas Land & Investment faces expected profit margin pressure, deeper write-offs, and weaker 2025 earnings across China’s stressed real-estate sector.
At the same time, both brokers continued to single out China Overseas Land & Investment as one of the relatively stronger developers within a sector undergoing restructuring and impairment-driven reset.
We’ll now examine how this combination of...