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KE Holdings: Easing U.S.-China Tensions And Growth Potential

Jun. 04, 2023 12:30 AM ETKE Holdings Inc. (BEKE)1 Comment
LEL Investment LLC profile picture
LEL Investment LLC


  • BEKE's stock appears fairly valued under a DCF model with conservative growth assumptions, but there is potential upside due to easing US-China tensions and growth opportunities in the rental and home furnishing industries.
  • The company has shown resilience in its operations and has expanded its product offerings through acquisitions, positioning itself for growth in high-demand markets.
  • Risks include a potential slowdown in China's real estate market and the delisting of Chinese ADRs, but BEKE's leadership position and expansion into high-growth industries make its risk and reward profile favorable.

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Drew Angerer


The most recent article with a rating for this name was published on January 23, 2023, and the previous one was on November 14, 2022. We see the above as one sign that retail investors are not interested in this

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of BEKE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Comments (1)

Wimal profile picture
KE Holdings has a float of 712 million shares.
They bought back 41 million shares (5% of float) at an average of $14.75/share over the past year.

Now, they have authorised a further buyback budget of $1.4bn for the next 12 months.

At the current share price of $17.20, they can buy back about 81 million shares, reducing the share float by another 11%!

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