As of February 8, according to incomplete statistics, the number of listed companies in the real estate industry was as high as 65. There are many reasons behind the phenomenon of net breakage, but the core factors are often closely related to the company's performance. So, what is the performance of these real estate industry broken stocks?
In order to gain an in-depth understanding of the real performance of these broken stocks, we selected the top 10 companies in terms of market capitalization** among these 65 companies, and conducted a detailed comparative analysis of their operating income and net profit in the last three years for your reference. First, let's take a look at the market capitalization and price-to-earnings ratios of these real estate sector market capitalization leaders:
1.Poly Development: P/B ratio 061, with a market capitalization of 119.3 billion yuan and a price-earnings ratio of 992, located in Guangzhou City;
2.Vanke A: P/B ratio 047, with a market capitalization of 110.4 billion yuan and a price-earnings ratio of 661, located in Shenzhen;
3.China Merchants Shekou: P/B ratio 086, with a market capitalization of 82.6 billion yuan and a price-earnings ratio of 1644, located in Shenzhen;
4.Greenland Holdings: P/B ratio 031, with a market value of 29 billion yuan and a price-earnings ratio of 886, located in Shanghai;
5.OCT A: P/B ratio 04. The market value is 24.9 billion yuan, and the price-earnings ratio is -559, located in Shenzhen;
6.Binjiang Group: P/B ratio 093, with a market capitalization of 23.4 billion yuan and a price-earnings ratio of 713, located in Hangzhou City;
7.Seazen Holdings: P/B ratio 036, with a market capitalization of 21.9 billion yuan and a price-earnings ratio of 665, located in Changzhou City;
8.Xinhu Zhongbao: P/B ratio 044, with a market capitalization of 19 billion yuan and a price-earnings ratio of 731, located in Quzhou City;
9.Gemdale Group: P/B ratio 028, with a market capitalization of 18.2 billion yuan and a price-earnings ratio of 23578, located in Shenzhen;
10.Joy City: P/B ratio 084, with a market capitalization of 12.4 billion yuan and a price-earnings ratio of -1861, located in Shenzhen;
Next, let's take a look at the operating income of these 10 companies in the past three years:
1.Vanke A revenue: 2903 in the first three quarters of 20230.8 billion yuan, 5038 in 20223.8 billion yuan, 4527 in 2021$9.8 billion;
2.Greenland Holdings' revenue: 2536 in the first three quarters of 20232.1 billion yuan, 4355 in 2022200 million yuan, 5442 in 2021$8.6 billion;
3.Poly Development Revenue: 1925 in the first three quarters of 20230.6 billion yuan, 2810 in 20221.7 billion yuan, 2849 in 2021$3.3 billion;
4.China Merchants Shekou revenue: 758 in the first three quarters of 20232.9 billion yuan, 1830 in 20220.3 billion yuan, 1606 in 2021$4.3 billion;
5.Seazen Holdings' revenue: 712 in the first three quarters of 2023800 million yuan, 1154 in 20225.7 billion yuan, 1682 in 2021$3.2 billion;
6.Gemdale Group's revenue: 522 in the first three quarters of 20233.5 billion yuan, 1200 in 20223.5 billion yuan, 989 in 2021$3.5 billion;
7.Binjiang Group's revenue: 463 in the first three quarters of 20239.3 billion yuan, 415 in 20220.2 billion yuan, 379 in 2021$7.6 billion;
8.OCT A revenue: 317 in the first three quarters of 2023600 million yuan, 767 in 20226.7 billion yuan, 1025 in 2021$8.4 billion;
9.Joy City revenue: 206 in the first three quarters of 20239.8 billion yuan, 395 in 20227.9 billion yuan, 426 in 2021$1.4 billion;
10.Xinhu Zhongbao's revenue: 37 in the first three quarters of 20232.3 billion yuan, 128 in 20229.9 billion yuan, 168 in 20219.1 billion yuan.
Next, let's take a look at the net profit of these 10 companies in the past three years:
1.Vanke A's net profit: 136 in the first three quarters of 20232.1 billion yuan, 226 in 20221.8 billion yuan, 225 in 2021$2.4 billion;
2.Poly Development's net profit: 132 in the first three quarters of 20239.3 billion yuan, 183 in 20224.7 billion yuan, 273 in 2021$8.8 billion;
3.China Merchants Shekou net profit: 37 in the first three quarters of 20236.9 billion yuan, 426.4 billion yuan, 103$7.2 billion;
4.Net profit of Seazen Holdings: 24 in the first three quarters of 20237.8 billion yuan, 139.4 billion yuan, 125 in 2021$9.8 billion;
5.Binjiang Group's net profit: 24 in the first three quarters of 20237.3 billion yuan, 374.1 billion yuan, 30$2.7 billion;
6.Greenland Holdings' net profit: 24 in the first three quarters of 20236.3 billion yuan, 10100 million yuan, 61$7.9 billion;
7.Xinhu Zhongbao's net profit: 19 in the first three quarters of 20235.5 billion yuan, 185.8 billion yuan, 22$3.7 billion;
8.Gemdale Group's net profit: 05.8 billion yuan, 610.7 billion yuan, 94100 million yuan;
9.Joy City's net profit: -5 in the first three quarters of 20230.3 billion yuan, 2022-288.3 billion yuan, 10.8 billion yuan;
10.OCT A net profit: -33 in the first three quarters of 20234.7 billion yuan, 2022-1090.5 billion yuan, 379.9 billion yuan.
Finally, let's take a look at the assets of these 10** in the third quarter of 2023:
As a cyclical industry, real estate is currently in a cyclical vulgarity, and these real estate listed companies are also temporary, and it is believed that with the advancement of time, real estate will gradually recover its intrinsic value. February** Dynamic Incentive Program
What do you think about the phenomenon of the real estate industry's ** net breaking?