China Overseas Land's Margin Pressure Likely Temporary -- Market Talk

Dow Jones05-05

0424 GMT - China Overseas Land & Investment's margin pressure is likely to be temporary, says Morningstar's Jeff Zhang in a note. The Chinese property company's 1Q operating profit declined due to weaker margins of its delivered units, he says. However, the company is likely to improve its asset quality by replenishing its land bank in central areas of large cities, the analyst says. This could lead to higher average selling prices for new projects, which could boost its operating margin to 18.3% in 2030 from 11.5% in 2025, he adds. Morningstar retains its HK$19.00 fair-value estimate, noting the shares are undervalued. Shares are up 0.9% at HK$13.92. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

May 05, 2026 00:24 ET (04:24 GMT)

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This could lead to higher average selling prices for new projects, which could boost its operating margin to 18.3% in 2030 from 11.5% in 2025, he adds. Morningstar retains its HK$19.00 fair-value estimate, noting the shares are undervalued. Shares are up 0.9% at HK$13.92. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 05, 2026 00:24 ET (04:24 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"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>China Overseas Land's Margin Pressure Likely Temporary -- Market Talk</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\">\nChina Overseas Land's Margin Pressure Likely Temporary -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-05 12:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0424 GMT - <a href=\"https://laohu8.com/S/CAOVF\">China Overseas Land &amp;</a>amp; Investment's margin pressure is likely to be temporary, says Morningstar's Jeff Zhang in a note. The Chinese property company's 1Q operating profit declined due to weaker margins of its delivered units, he says. However, the company is likely to improve its asset quality by replenishing its land bank in central areas of large cities, the analyst says. This could lead to higher average selling prices for new projects, which could boost its operating margin to 18.3% in 2030 from 11.5% in 2025, he adds. Morningstar retains its HK$19.00 fair-value estimate, noting the shares are undervalued. Shares are up 0.9% at HK$13.92. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 05, 2026 00:24 ET (04:24 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0594300419.USD","symbol_name":"富达中国消费基金A","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2633099613","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2633099613","pubTimestamp":1777955040,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0424 GMT - China Overseas Land & Investment's margin pressure is likely to be temporary, says Morningstar's Jeff Zhang in a note. The Chinese property company's 1Q operating profit declined due to weaker margins of its delivered units, he says. However, the company is likely to improve its asset quality by replenishing its land bank in central areas of large cities, the analyst says. This could lead to higher average selling prices for new projects, which could boost its operating margin to 18.3% in 2030 from 11.5% in 2025, he adds. Morningstar retains its HK$19.00 fair-value estimate, noting the shares are undervalued. Shares are up 0.9% at HK$13.92. 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The Chinese property company's 1Q operating profit declined due to weaker margins of its delivered units, he says. However, the company is likely to improve its asset quality by replenishing its land bank in central areas of large cities, the analyst says. This could lead to higher average selling prices for new projects, which could boost its operating margin to 18.3% in 2030 from 11.5% in 2025, he adds. Morningstar retains its HK$19.00 fair-value estimate, noting the shares are undervalued. Shares are up 0.9% at HK$13.92. 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