Hong Kong-listed State-Owned Enterprise ETF Guotai (159519) closes up over 1%, with signs of recovery in the real estate sector forming a positive outlook

On March 16, Hong Kong-listed State-owned Enterprise ETF Guotai (159519) closed over 1% higher, with signs of recovery in the real estate sector providing a positive outlook.

CITIC Securities pointed out that commercial real estate in Hong Kong continues to recover. Swire Properties reported impressive results for 2025, with revenue up 11% year-on-year to HKD 16.041 billion, and attributable net profit soaring 27% to HKD 8.62 billion. Retail sales in Hong Kong performed well, with early 2026 rent reversals turning positive. Mainland retail also showed strong growth, with double-digit year-on-year sales increases in the first two months of 2026, driven by improved consumer sentiment and industry upgrades. Additionally, escalating Middle East geopolitical conflicts have increased global risk-averse capital flows. Hong Kong, leveraging its status as an independent international financial center, free capital flow, sound legal system, and proximity to Mainland China’s vast market, may become a key safe-haven destination for Middle Eastern sovereign wealth funds and high-net-worth individuals, with real estate as a primary allocation focus.

The Hong Kong-listed State-owned Enterprise ETF Guotai (159519) tracks the Mainland China State-owned Enterprises Index (H11153), which mainly includes Chinese state-owned enterprises listed in Hong Kong. The index components comprise H-shares, Red Chips, and large-cap private companies. Sector allocation emphasizes finance, energy, telecommunications, and industry, reflecting these companies’ overall performance in the Hong Kong market.

Risk Reminder: Mentioning individual stocks is solely for industry event analysis and does not constitute any stock recommendation or investment advice. Short-term index fluctuations are for reference only and do not predict future performance, nor do they guarantee fund performance. Views may change with market conditions and do not constitute investment advice or promises. Different funds have varying risk and return profiles; investors should carefully read the fund’s legal documents, understand product features, risk levels, and distribution principles, and choose products aligned with their risk tolerance. Invest cautiously.

Daily Economic News

(Edited by: Guo Jiandong)

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