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Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.

万科预警再亏逾百亿,地产寒冬何时回暖?

  预计2025年上半年净亏损:¥100亿–120亿人民币 (折合约  14亿–16.7亿美元 ) 营业收入:¥691亿人民币 股价反应:港股下跌1.88% 关键信息一览 亏损进一步扩大 万科发布业绩预警,预计2025年上半年净亏损 高于去年同期的¥98.5亿元 ,主要因 项目结算疲软与毛利率持续走低 所致。 资产减值计提 额外的资产减值准备,也进一步拉大了亏损幅度。 管理层表态 万科发布公开致歉声明,并承诺将持续推动业务改善。 深圳地铁集团 继续提供国资背景的融资支持。 背景:地产调整进入第四年 万科的亏损预警反映出 中国房地产市场的深层困境 。 尽管中央多次出台政策干预、地方推出购房刺激措施, 购房者信心仍未显著恢复 。6月份销售数据依旧低迷。 2025年初,深圳市政府接管万科部分管理事务,以协助稳定运营。 流动性与债务情况 新增融资(2025上半年) :¥249亿元(不含股东贷款) 偿还债务 :已偿还¥165亿元的公开市场债务 离岸债务 : 2027年前无公开市场离岸债务到期 市场与分析师观点 “如此规模的亏损凸显中国房地产复苏之脆弱。 即使有国资加持,市场情绪与现金流仍非常紧绷。 投资者将密切关注: 去杠杆进展 与 七月政治局会议是否释放更多刺激信号 。”