China Overseas Land & Investment Ltd (00688) - Comprehensive analysis
China Overseas Land & Investment (COLI), with its significant presence in higher-tier cities in China, is well-positioned to capitalize on the ongoing recovery in homebuyer sentiment. We believe that the demand for residential properties in wealthier cities will prove to be more resilient, resulting in stronger sales growth for COLI compared to smaller competitors. Furthermore, we anticipate that high average selling prices, combined with effective cost control measures, will allow COLI to sustain healthy profit margins over the long term. In our opinion, investors are undervaluing COLI's potential for long-term growth and margin enhancement, especially as the company continues to actively acquire land in key cities.
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