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Thesis: The ongoing struggles in the Chinese real estate market, coupled with high debt levels and negative cash flows, have led to a more cautious outlook from investors.
★ Analysts see FY2026 revenue reaching $93.2B — -33.2% growth in a single year.
What Could Go Wrong
1Continued negative sentiment in the real estate sector may lead to further declines in stock price, with analysts projecting a potential 20% drop in the next quarter.
2Regulatory changes in the Chinese real estate market