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Yuexiu Property Co
(0123)
Yuexiu Property Co (0123) vs. iShares MSCI Hong Kong ETF (EWH)
Yuexiu Property Co Business Overview & Revenue Model
Yuexiu Property Co Financial Statement Overview
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 98.63B | 86.40B | 80.22B | 72.42B | 57.38B | 46.23B |
| Gross Profit | 9.27B | 9.05B | 12.26B | 14.81B | 12.48B | 11.63B |
| EBITDA | 4.78B | 5.07B | 8.96B | 11.99B | 9.33B | 11.37B |
| Net Income | 578.28M | 1.04B | 3.19B | 3.95B | 3.59B | 4.25B |
Balance Sheet | ||||||
| Total Assets | 383.67B | 410.45B | 401.18B | 346.35B | 313.85B | 263.20B |
| Cash, Cash Equivalents and Short-Term Investments | 42.37B | 30.20B | 30.96B | 22.84B | 33.54B | 29.42B |
| Total Debt | 104.64B | 104.68B | 105.21B | 89.19B | 76.41B | 74.80B |
| Total Liabilities | 272.44B | 306.37B | 298.97B | 261.56B | 239.49B | 198.92B |
| Stockholders Equity | 56.67B | 55.26B | 55.63B | 47.43B | 46.24B | 43.75B |
Cash Flow | ||||||
| Free Cash Flow | 19.54B | 21.47B | 8.22B | 2.55B | -5.95B | 15.30B |
| Operating Cash Flow | 19.81B | 21.84B | 8.56B | 3.72B | -4.68B | 15.96B |
| Investing Cash Flow | 6.45B | -4.27B | 220.10M | -7.06B | -6.52B | -9.80B |
| Financing Cash Flow | -22.31B | -17.12B | -1.38B | -7.71B | 15.79B | -1.96B |
Yuexiu Property Co Technical Analysis
Yuexiu Property Co Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
68 Neutral | HK$153.67B | 10.24 | 3.63% | 4.54% | -9.54% | -38.16% | |
68 Neutral | HK$218.78B | 7.45 | 10.17% | 5.18% | 14.40% | -2.55% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
62 Neutral | HK$70.71B | 8.25 | 4.81% | 3.96% | -16.02% | -30.04% | |
58 Neutral | HK$18.28B | 29.90 | 0.99% | 3.68% | 17.61% | -80.05% | |
49 Neutral | $61.72B | -0.70 | -23.88% | ― | -28.36% | -206.13% | |
39 Underperform | HK$11.53B | -0.19 | ― | ― | -19.37% | 72.77% |
Yuexiu Property Co Corporate Events
Yuexiu Property Co has secured a new 20-year lease, effective 26 January 2026, for properties used in its elderly-care and medical services business by having its subsidiary Guangzhou Weimin enter into a lease agreement with connected party Guangzhou Lingxiu on more favourable terms. To consolidate these arrangements, the group has terminated two earlier lease agreements, with no penalties payable, resulting in a reclassification of right-of-use assets under HKFRS 16 that will be treated as both an acquisition and a disposal of assets under Hong Kong listing rules; as the transactions involve connected persons but fall below the 5% threshold, they require reporting and announcement but are exempt from independent shareholders’ approval, and an independent financial adviser has been appointed to justify the unusually long lease term as normal business practice for this type of agreement.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$4.50 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property announced that its 95%-owned indirect subsidiary, Guangzhou City Construction & Development Company Limited, has received a AAA credit rating from China Chengxin International Credit Rating in connection with its ongoing public offering of corporate bonds in mainland China. The company also disclosed unaudited condensed financial data for the nine months ended 30 September 2025, ahead of a further tranche of bond issuance under its up-to-RMB9.6 billion programme on the Shanghai Stock Exchange, following earlier tranches totaling RMB2.9 billion. The strong rating and detailed financial disclosure are intended to support investor confidence and facilitate continued access to onshore funding, potentially enhancing Yuexiu Property’s financing flexibility and positioning in China’s real estate credit market amid a challenging sector environment.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$4.50 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property has warned that its profit attributable to equity holders for 2025 is expected to fall to about RMB50 million–RMB100 million and core net profit to RMB250 million–RMB350 million, declines of roughly 90%–95% and 80%–85% respectively from 2024, mainly due to a continued downturn and differentiation in China’s property market that have compressed margins and to a lower average equity interest in projects with recognised sales. Despite the sharp earnings contraction, the group stressed that its financial position remains robust, with more than RMB10 billion in net operating cash inflow, over RMB40 billion in cash balances, stable total borrowings, all “Three Red Lines” indicators in the green, and investment‑grade credit ratings from Fitch and S&P, while 2025 contracted sales reached about RMB106.2 billion and ranked ninth industry‑wide, underpinned by focused land acquisitions in core cities and ongoing product and service upgrades aimed at supporting future sales, operational stability and balance‑sheet strength heading into 2026.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$4.50 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property reported unaudited contracted sales of approximately RMB8.996 billion for December 2025, a 33.4% year-on-year decline in value, with contracted gross floor area falling 8.5% to about 447,600 square metres. For the full year from January to December 2025, aggregate contracted sales reached roughly RMB106.21 billion, down 7.3% year-on-year, with total contracted area dropping 24.7% to around 2.95 million square metres, achieving about 88.1% of the company’s RMB120.5 billion sales target, while no new land was acquired in December, underscoring a cautious stance amid a challenging property market and signaling potential pressure on future growth and earnings visibility for investors.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$4.50 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Company Limited has acquired a residential land parcel in Shanghai’s Pudong New Area for RMB2.56 billion through its 95%-owned subsidiary Shanghai Yueheng Enterprise Management. The site, located between the Middle and Outer Rings in the Gaohang cluster and positioned as part of the Senlan International Community expansion area, offers a planned gross floor area of about 108,958 square metres and will be developed into residential units for sale, alongside public service facilities that will be handed over to the government at no cost. Benefiting from strong transport links, educational institutions, green space and nearby commercial complexes, the acquisition is expected to enhance Yuexiu Property’s quality land bank and strengthen its strategic foothold in the Shanghai market.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Co has agreed, via an indirect non-wholly owned subsidiary acting as seller, to dispose of an aggregate 73.74% effective interest in a project company to a group of purchasers, including Hangzhou Binjiang, Kunhe Construction and Zhejiang Yingguan, for a total consideration comprising RMB516.18 million in equity transfer, expected interest of about RMB4.45 million and an expected RMB501.48 million shareholder loan. Following completion, the seller will retain a 26.26% stake in the project company, with the remainder held by the new partners in roughly equal proportions, in a structure the board and independent non-executive directors deem fair, reasonable and on normal commercial terms; the deal is classified as both a connected transaction at the subsidiary level and a discloseable transaction under Hong Kong Listing Rules, triggering reporting and announcement obligations but exempting the company from independent shareholders’ approval, which streamlines execution while bringing in substantial funding and risk-sharing partners for the project.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property’s subsidiary Yuexiu Services has entered into a new 2026 GZ Metro Property Management and Value-Added Services Framework Agreement with substantial shareholder Guangzhou Metro (GZ Metro), under which the Yuexiu Services Group may continue to provide property management and value-added services to GZ Metro and certain of its associates from 1 January 2026 to 31 December 2028, following the expiry of the current framework at the end of 2025. As GZ Metro is a connected person under Hong Kong listing rules, the renewed arrangement constitutes continuing connected transactions; however, because the applicable percentage ratios for the annual caps fall above 0.1% but below 5%, the transactions are subject only to reporting, annual review and announcement requirements and are exempt from independent shareholders’ approval, providing regulatory clarity while securing a multi-year service pipeline from a key shareholder client.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Company Limited has arranged a HK$500 million, 364-day revolving loan facility for its wholly owned subsidiary Leading Affluence Limited, with the parent company providing a guarantee for the borrower’s obligations. The facility contains a change-of-control covenant stipulating that an event of default will occur if controlling shareholder Yue Xiu Enterprises (Holdings) Limited’s stake falls below 30%, if it ceases to be the single largest shareholder, or if it loses effective management control, allowing the lender to demand immediate repayment; Yue Xiu currently holds about 44% of Yuexiu Property’s issued shares, underscoring the importance of maintaining its control to preserve the group’s funding arrangements.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Company Limited has entered into a new HK$220 million term loan facility with a bank, providing funding for a period of 364 days from the first drawdown date, subject to customary terms and conditions. The facility includes change-of-control covenants stipulating that an event of default would be triggered if controlling shareholder Yue Xiu Enterprises (Holdings) Limited’s direct or indirect stake falls below 30%, if it ceases to be the single largest beneficial shareholder, or if it loses effective management control, potentially allowing the lender to demand immediate repayment; with Yue Xiu currently holding about 44%, the arrangement underscores the importance of ownership stability to the company’s financing structure and risk profile.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Co has entered into a Lease Framework Agreement with its ultimate controlling shareholder Guangzhou Yuexiu (GZYX), under which the group may lease properties in Yuexiu Financial Tower and other designated assets from GZYX entities between 1 January 2026 and 31 December 2028, subject to agreed annual caps and commercial terms. The board, including independent non-executive directors, considers the agreement to be on normal commercial terms and in the ordinary course of business, and the transaction will be treated as a continuing connected transaction under Hong Kong listing rules, triggering reporting, annual review and announcement obligations but not requiring independent shareholder approval; the arrangement formalises existing leases post-acquisition and is intended to provide regulatory compliance and operational continuity for Yuexiu Property’s core office-leasing operations.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Company Limited has secured shareholder approval at its 18 December 2025 general meeting for the 2026 Bank Deposits and Ancillary Services Agreement, including new annual caps for the related continuing connected transactions. The ordinary resolution was passed by poll with 98.14% of votes cast in favour, after major shareholder YXE and certain directors abstained in accordance with listing rules, thereby authorising the board to execute all necessary documents and actions to implement the banking arrangements, which will underpin the group’s ongoing treasury and banking services framework with related parties.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Co has entered into a facility agreement with a bank for a HK$500 million term loan available for up to 18 months. The agreement includes conditions that could trigger an event of default, such as changes in the shareholding structure of its controlling shareholder, Yue Xiu Enterprises. This move could impact the company’s financial flexibility and its ability to maintain control over its operations.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Co reported a significant decline in its unaudited sales statistics as of November 2025, with contracted sales value decreasing by 49% year-on-year to RMB5,115 million and gross floor area dropping by 45%. The accumulated contracted sales from January to November 2025 also showed a decrease of 3.8% in value and 27% in GFA, reaching 80.7% of the company’s annual sales target. No new land acquisitions were made in November, indicating potential challenges in meeting future growth targets.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Company Limited has entered into a dual-currency term loan facility agreement with a bank, securing CNH200 million for a term of 364 days. The agreement includes a clause that triggers an event of default if the controlling shareholder, Yue Xiu Enterprises, reduces its shareholding below 30% or loses management control, potentially impacting the company’s financial stability.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Co has entered into a 2025 Procurement Framework Agreement with its controlling shareholder, GZYX, to procure various products and services until the end of 2027. This agreement, which involves continuing connected transactions under Hong Kong’s Listing Rules, allows Yuexiu to secure essential goods and services while adhering to pricing policies based on market rates and competitive bidding processes, thereby potentially enhancing its operational efficiency and market competitiveness.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Company Limited has announced a general meeting scheduled for December 18, 2025, to discuss and potentially approve the 2026 Bank Deposits and Ancillary Services Agreement. This agreement is significant for the company’s financial operations and strategic positioning, as it involves new annual caps and authorizes directors to execute necessary actions to implement the agreement, potentially impacting stakeholders and the company’s market operations.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Co, a company incorporated in Hong Kong, has entered into a new agreement with the CHB Group to renew and expand its existing bank deposits arrangements. The 2026 Bank Deposits And Ancillary Services Agreement, effective from January 1, 2026, to December 31, 2028, will allow the company to maintain bank deposits and receive ancillary services from CHB Group, subject to shareholder approval. This agreement is significant as it constitutes continuing connected transactions due to CHB being a subsidiary of YXE, the controlling shareholder. The agreement will require compliance with reporting and approval requirements under the Hong Kong Stock Exchange’s Listing Rules.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Co has entered into a HK$600 million loan facility agreement with a bank, which is set for a term of 12 months. The agreement includes conditions that could trigger an event of default if the controlling shareholder, Yue Xiu Enterprises, reduces its stake below 30% or loses management control, potentially impacting the company’s financial stability.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Co announced its unaudited sales statistics for October 2025, revealing a monthly contracted sales value of approximately RMB12,290 million, marking an 8% year-on-year decrease. Despite this, the company’s accumulated contracted sales from January to October 2025 showed a slight increase of 1.2% year-on-year, achieving 76.4% of its annual sales target. Additionally, the company expanded its land bank by acquiring several land parcels in Guangzhou, Shanghai, and Chengdu for residential and cultural development, indicating a strategic focus on expanding its property portfolio in key urban areas.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Co. has announced the successful acquisition of three land parcels through its subsidiaries in Guangzhou and Chengdu, China. The acquisitions, totaling over RMB4.8 billion, are intended for residential development, enhancing the company’s portfolio in strategic urban areas. These developments are expected to bolster Yuexiu’s market position in the residential real estate sector, offering potential growth opportunities in high-demand regions.
The most recent analyst rating on (HK:0123) stock is a Hold with a HK$5.00 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.
Yuexiu Property Co. has successfully acquired a land parcel in the Dashi Subdistrict, Panyu District, Guangzhou, for RMB1,194,000,000 through an open tender. This acquisition, intended for residential development, is strategically located within a vibrant community with excellent transportation links and nearby facilities, enhancing Yuexiu’s land bank and consolidating its strategic position in Guangzhou.
The most recent analyst rating on (HK:0123) stock is a Buy with a HK$5.83 price target. To see the full list of analyst forecasts on Yuexiu Property Co stock, see the HK:0123 Stock Forecast page.