Did Record HK$2.20 Billion Deep Water Bay Sales Just Shift Swire Properties' (SEHK:1972) Investment Narrative?

Simply Wall St.2025-12-22

Swire Properties recently sold two luxury houses at 6 Deep Water Bay Road for a combined HK$2.20 billion, with completion expected in the first quarter of 2026. The record pricing for these homes ...

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The record pricing for these homes ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/real-estate-management-and-development/hkg-1972/swire-properties-shares/news/did-record-hk220-billion-deep-water-bay-sales-just-shift-swi\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did Record HK$2.20 Billion Deep Water Bay Sales Just Shift Swire Properties' (SEHK:1972) Investment Narrative?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDid Record HK$2.20 Billion Deep Water Bay Sales Just Shift Swire Properties' (SEHK:1972) Investment Narrative?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-22 22:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/hk/real-estate-management-and-development/hkg-1972/swire-properties-shares/news/did-record-hk220-billion-deep-water-bay-sales-just-shift-swi><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swire Properties recently sold two luxury houses at 6 Deep Water Bay Road for a combined HK$2.20 billion, with completion expected in the first quarter of 2026. The record pricing for these homes ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/real-estate-management-and-development/hkg-1972/swire-properties-shares/news/did-record-hk220-billion-deep-water-bay-sales-just-shift-swi\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2226123227.USD","symbol_name":"Janus Henderson Horizon Asia-Pacific Property Income A5m USD","start_time":0,"source_url":"https://simplywall.st/stocks/hk/real-estate-management-and-development/hkg-1972/swire-properties-shares/news/did-record-hk220-billion-deep-water-bay-sales-just-shift-swi","article_id":"2593312264","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9612014-choice2-main-header/1585186781436"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/hk/real-estate-management-and-development/hkg-1972/swire-properties-shares/news/did-record-hk220-billion-deep-water-bay-sales-just-shift-swi","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2593312264","pubTimestamp":1766412675,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Swire Properties recently sold two luxury houses at 6 Deep Water Bay Road for a combined HK$2.20 billion, with completion expected in the first quarter of 2026.\nThe record pricing for these homes highlights resilient demand at the very top end of Hong Kong’s residential market, underscoring the value of Swire’s premium residential pipeline.\nWe’ll now explore how this record luxury sale, and what it signals about high-end housing demand, may influence Swire Properties’ investment...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2226123227.USD":"Janus Henderson Horizon Asia-Pacific Property Income A5m USD","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK1229":"房地产经营公司","BK1601":"香港本地股","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0149534421.HKD":"SCHRODER ISF HONG KONG EQ \"A\" ACC","LU2153591404.USD":"Aberdeen Standard SICAV I - Asian Sustainable Development Equity A Acc USD","LU2226123490.SGD":"Janus Henderson Horizon Asia-Pacific Property Income A5m SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","01972":"太古地产","LU2348773727.SGD":"Aberdeen Standard SICAV I - Asian Sustainable Development Equity A Acc SGD-H","BK1258":"房地产运营公司","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0229494975.USD":"骏利亨德森亚太地产股票基金","BK1534":"收租股","LU1316543674.SGD":"Janus Henderson Horizon Asia-Pacific Property Income A3 SGD"},"translate_title":"深水湾创纪录的22亿港元销售额是否改变了太古地产（SEHK：1972）的投资叙事？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01972":0.9},"content_text":"Swire Properties recently sold two luxury houses at 6 Deep Water Bay Road for a combined HK$2.20 billion, with completion expected in the first quarter of 2026. The record pricing for these homes highlights resilient demand at the very top end of Hong Kong’s residential market, underscoring the value of Swire’s premium residential pipeline. We’ll now explore how this record luxury sale, and what it signals about high-end housing demand, may influence Swire Properties’ investment narrative. Find companies with promising cash flow potential yet trading below their fair value.Swire Properties Investment Narrative RecapTo own Swire Properties, you generally need to believe in the long term value of its prime Hong Kong and Mainland China portfolios, despite current office and retail headwinds and recent losses. The Deep Water Bay record sale reinforces confidence in the premium residential pipeline, but it does little to offset the near term pressure from weak Hong Kong office rents and soft valuations, which remain the key catalyst and risk to watch. Against this backdrop, the ongoing share buyback program, which has retired over 92 million shares for about HK$1.46 billion since late 2024, stands out as the most relevant recent move. It shows Swire actively recycling capital while committing to its HK$100 billion investment program, a combination that could amplify both the upside from successful projects and the financial strain if office and retail markets stay weak. Yet investors should be aware that sustained softness in Hong Kong office rents could... Read the full narrative on Swire Properties (it's free!)Swire Properties' narrative projects HK$22.3 billion revenue and HK$9.8 billion earnings by 2028. This requires 11.2% yearly revenue growth and a HK$13.6 billion earnings increase from HK$-3.8 billion today.Uncover how Swire Properties' forecasts yield a HK$23.93 fair value, a 14% upside to its current price.Exploring Other PerspectivesSEHK:1972 1-Year Stock Price Chart Three fair value estimates from the Simply Wall St Community span roughly HK$15.76 to HK$23.93, showing how differently individual investors read the same set of numbers. As you weigh those views against weak Hong Kong office demand and ongoing valuation pressure, it is worth exploring how each assumption about rents and occupancy could affect Swire Properties' long term earnings power.Explore 3 other fair value estimates on Swire Properties - why the stock might be worth 25% less than the current price!Build Your Own Swire Properties NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Swire Properties research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision.Our free Swire Properties research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Swire Properties' overall financial health at a glance.Looking For Alternative Opportunities?Our top stock finds are flying under the radar-for now. Get in early:The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 24 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.We've found 12 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentNew: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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