Latest news with #KEHoldings
Business Insider
19-05-2025
- Business
- Business Insider
KE Holdings, Inc. Class A (2423) Gets a Buy from DBS
In a report released today, Ben Wong from DBS reiterated a Buy rating on KE Holdings, Inc. Class A (2423 – Research Report), with a price target of HK$62.25. The company's shares closed last Friday at HK$49.20. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks straight to you inbox with TipRanks' Smart Value Newsletter According to TipRanks, Wong is a 3-star analyst with an average return of 11.7% and a 54.55% success rate. KE Holdings, Inc. Class A has an analyst consensus of Strong Buy, with a price target consensus of HK$67.39, representing a 36.97% upside. In a report released on May 8, J.P. Morgan also maintained a Buy rating on the stock with a HK$65.00 price target. The company has a one-year high of HK$73.50 and a one-year low of HK$34.00. Currently, KE Holdings, Inc. Class A has an average volume of 12.36M.
Yahoo
08-04-2025
- Business
- Yahoo
Why KE Holdings Inc. (BEKE) Went Down On Monday?
We recently published a list of . In this article, we are going to take a look at where KE Holdings Inc. (NYSE:BEKE) stands against other Chinese stocks that performed worst on Monday. Wall Street's main indices finished mixed on Monday as investors remained cautious amid the escalating trade tensions globally, with President Donald Trump threatening to slap China anew with a 50-percent tariff if the latter does not withdraw its countermeasure. The tech-heavy Nasdaq was the sole gainer during the day, up 0.10 percent. In contrast, the Dow Jones declined by 0.91 percent and the S&P 500 dropped by 0.23 percent. Meanwhile, 10 companies—predominantly Chinese stocks—were sold down as investors moved away to minimize the potential risks from the trade war. In this article, we have identified Monday's worst performers and detailed the reasons behind their drop. To come up with the list, we considered only the stocks with $2 billion market capitalization and $5 million in trading volume. Aerial shot of a modern real estate development with residential homes. KE Holdings dropped for a second day on Monday, shedding 6.49 percent to end at $18.29 apiece as investors sold off positions on Chinese stocks amid the ongoing trade tensions between the United States and China. BEKE is a Chinese property holding company that engages in online and offline platforms for housing transactions and services. In recent news, it announced a dividend of $0.12 per ordinary share, or $0.36 per ADS, to holders of ordinary shares and ADS as of record date April 9, 2025, for Beijing, Hong Kong, and US time zones. The aggregate amount will be approximately $400 million and will be funded by a cash surplus on the company's balance sheet. In the fourth quarter of the year, BEKE's net income dropped by 13.9 percent to RMB577 million from RMB670 million in the same period a year earlier, despite revenues growing by 55 percent to RMB31 million from RMB20 million. For the full year 2024, net income declined by 30.7 percent to RMB4.078 billion from RMB5.889 billion, while revenues increased by 20.8 percent to RMB93 billion from RMB77 billion year-on-year. Overall, BEKE ranks 10th on our list of Chinese stocks that performed worst on Monday. While we acknowledge the potential of BEKE as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than BEKE but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
22-03-2025
- Business
- Yahoo
KE Holdings (NYSE:BEKE) Sees 12% Price Increase Over Quarter Despite Net Income Drop
KE Holdings recently announced its fourth quarter and full-year earnings for 2024, showing significant revenue growth of 54% year-over-year for the quarter, although net income declined by 15%. Additionally, the company implemented a share buyback program, repurchasing approximately 21 million shares in the last quarter, which may have impacted its total return. Meanwhile, the broader market saw tech stocks drive moderate gains in key indexes, recovering from recent declines. Despite a decrease in earnings, KE Holdings experienced a 12% price increase over the last quarter, suggesting investor confidence in its future prospects. Buy, Hold or Sell KE Holdings? View our complete analysis and fair value estimate and you decide. Outshine the giants: these 23 early-stage AI stocks could fund your retirement. Over the last three years, KE Holdings has delivered a total shareholder return of 75.55%, reflecting a significant appreciation in share value and dividends. This period saw strategic moves such as the implementation of share buyback programs which began in August 2022 and totaled 123.1 million shares repurchased by December 2024 for US$1.63 billion. These buybacks effectively reduced the share count, thus enhancing per-share earnings and potentially investor sentiment. AI integration and market expansion were also key developments driving performance. The company focused on improving operational efficiency and customer experience through AI-driven strategies, leading to increased revenue and growth in its home-related services. KE Holdings also outperformed the US Real Estate industry, which returned 13.4% over the past year, emphasizing its solid standing despite the challenges in the Chinese real estate market. Additionally, increases in dividends, like the annual US$0.36 per share announced in March 2025, supported shareholder returns further. Our comprehensive valuation report raises the possibility that KE Holdings is priced lower than what may be justified by its financials. This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NYSE:BEKE. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
Yahoo
20-03-2025
- Business
- Yahoo
KE Holdings Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Last week saw the newest full-year earnings release from KE Holdings Inc. (NYSE:BEKE), an important milestone in the company's journey to build a stronger business. Statutory earnings per share of CN¥3.45 unfortunately missed expectations by 17%, although it was encouraging to see revenues of CN¥93b exceed expectations by 2.5%. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on KE Holdings after the latest results. See our latest analysis for KE Holdings Taking into account the latest results, the most recent consensus for KE Holdings from 19 analysts is for revenues of CN¥104.4b in 2025. If met, it would imply a meaningful 12% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to jump 48% to CN¥4.98. Before this earnings report, the analysts had been forecasting revenues of CN¥102.3b and earnings per share (EPS) of CN¥5.90 in 2025. So it's pretty clear the analysts have mixed opinions on KE Holdings after the latest results; even though they upped their revenue numbers, it came at the cost of a real cut to per-share earnings expectations. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. The consensus price target was unchanged at US$25.87, suggesting the business is performing roughly in line with expectations, despite some adjustments to profit and revenue forecasts. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic KE Holdings analyst has a price target of US$32.99 per share, while the most pessimistic values it at US$18.49. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth. Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting KE Holdings' growth to accelerate, with the forecast 12% annualised growth to the end of 2025 ranking favourably alongside historical growth of 6.7% per annum over the past five years. Other similar companies in the industry (with analyst coverage) are also forecast to grow their revenue at 9.7% per year. KE Holdings is expected to grow at about the same rate as its industry, so it's not clear that we can draw any conclusions from its growth relative to competitors. The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for KE Holdings. They also upgraded their revenue forecasts, although the latest estimates suggest that KE Holdings will grow in line with the overall industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates. Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for KE Holdings going out to 2027, and you can see them free on our platform here. Before you take the next step you should know about the 1 warning sign for KE Holdings that we have uncovered. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
19-03-2025
- Business
- Yahoo
KE Holdings Inc.'s (NYSE:BEKE) Stock Is Going Strong: Have Financials A Role To Play?
KE Holdings' (NYSE:BEKE) stock is up by a considerable 25% over the past three months. Given that stock prices are usually aligned with a company's financial performance in the long-term, we decided to study its financial indicators more closely to see if they had a hand to play in the recent price move. In this article, we decided to focus on KE Holdings' ROE. Return on equity or ROE is an important factor to be considered by a shareholder because it tells them how effectively their capital is being reinvested. In simpler terms, it measures the profitability of a company in relation to shareholder's equity. Check out our latest analysis for KE Holdings The formula for return on equity is: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for KE Holdings is: 5.7% = CN¥4.1b ÷ CN¥71b (Based on the trailing twelve months to December 2024). The 'return' refers to a company's earnings over the last year. So, this means that for every $1 of its shareholder's investments, the company generates a profit of $0.06. We have already established that ROE serves as an efficient profit-generating gauge for a company's future earnings. We now need to evaluate how much profit the company reinvests or "retains" for future growth which then gives us an idea about the growth potential of the company. Generally speaking, other things being equal, firms with a high return on equity and profit retention, have a higher growth rate than firms that don't share these attributes. At first glance, KE Holdings' ROE doesn't look very promising. Next, when compared to the average industry ROE of 7.7%, the company's ROE leaves us feeling even less enthusiastic. However, we we're pleasantly surprised to see that KE Holdings grew its net income at a significant rate of 51% in the last five years. Therefore, there could be other reasons behind this growth. Such as - high earnings retention or an efficient management in place. As a next step, we compared KE Holdings' net income growth with the industry, and pleasingly, we found that the growth seen by the company is higher than the average industry growth of 4.0%. Earnings growth is an important metric to consider when valuing a stock. What investors need to determine next is if the expected earnings growth, or the lack of it, is already built into the share price. This then helps them determine if the stock is placed for a bright or bleak future. Has the market priced in the future outlook for BEKE? You can find out in our latest intrinsic value infographic research report. KE Holdings' significant three-year median payout ratio of 69% (where it is retaining only 31% of its income) suggests that the company has been able to achieve a high growth in earnings despite returning most of its income to shareholders. While KE Holdings has been growing its earnings, it only recently started to pay dividends which likely means that the company decided to impress new and existing shareholders with a dividend. Our latest analyst data shows that the future payout ratio of the company is expected to drop to 19% over the next three years. Accordingly, the expected drop in the payout ratio explains the expected increase in the company's ROE to 14%, over the same period. Overall, we feel that KE Holdings certainly does have some positive factors to consider. While no doubt its earnings growth is pretty substantial, we do feel that the reinvestment rate is pretty low, meaning, the earnings growth number could have been significantly higher had the company been retaining more of its profits. With that said, the latest industry analyst forecasts reveal that the company's earnings growth is expected to slow down. To know more about the latest analysts predictions for the company, check out this visualization of analyst forecasts for the company. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
