Guangfa sets HKD 4.82 target for Yuexiu Property stock

Published on 10/25/2026 at 01:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

September sales reached RMB 6.81 billion, up 0.10 percent year over year. For Yuexiu Property stock, first-half revenue was RMB 36.65 billion, down 23.00 percent.

Sales and analyst valuation

Guangfa Securities set a HKD 4.82 valuation for Yuexiu Property on October 16, 2026.
Contracted sales reached RMB 68.02 billion in the first nine months of 2026.
Yuexiu Property carried a market capitalization of HKD 13.0 billion in October 2026.

Yuexiu Property, HK0000745908, Illustration mit AI erstellt.

Guangfa Securities set a HKD 4.82 valuation for Yuexiu Property on October 16, 2026, while first-half revenue fell to RMB 36.65 billion. The assessment puts the company's weak earnings against a stronger sales pipeline in its core markets.

Sales held steady in September

MarketScreener reported on October 13, 2026, that contracted sales reached RMB 6.81 billion in September, up 0.10 percent from the prior year. The related gross floor area fell 35.10 percent to 157,400 square meters.

For the first nine months of 2026, contracted sales totaled RMB 68.02 billion, down 14.80 percent year over year. At the same time, accumulated contracted-sales floor area rose 6.70 percent to 2.19 million square meters, showing that lower sales value was paired with higher volume.

What does the target reflect?

Guangfa Securities wrote on October 16, 2026, that first-half revenue fell 23.00 percent to RMB 36.65 billion. Net profit attributable to shareholders fell 94.00 percent to RMB 9 million, while core net profit declined 95.00 percent to RMB 8 million.

The same assessment cited RMB 132.4 billion of sold but unsettled properties at the end of the first half of 2026 and a 4.50 percentage point year-over-year decline in overall gross margin. Guangfa Securities maintained a Buy rating and assigned a fair value of HKD 4.82, making the balance between future settlement volume and project profitability central to the valuation.

Three dated developments

On October 7, 2026, The Atlas I project received more than 23,000 checks for its first 216 units, according to Simply Wall St. On October 13, 2026, September contracted sales reached RMB 6.81 billion. On October 16, 2026, Guangfa Securities set a HKD 4.82 fair value after reviewing the first-half results.

Dividend payment date ahead

Simply Wall St lists November 19, 2026, as the payment date for a HKD 0.009 dividend announced for the first half of 2026. The ex-dividend date was October 12, 2026, placing the payment after the latest sales update.

Valuation remains tied to execution

Yuexiu Property's market capitalization stood at HKD 13.0 billion in the October 2026 market snapshot. The contrast between RMB 68.02 billion of nine-month contracted sales and RMB 9 million of first-half attributable profit leaves project margins and cash conversion as the key valuation variables.

The further course of trading is shown by the continuously updated real-time quote of Yuexiu Property stock.