July 17, 2025 12:10 PM GMT China Property | Asia Pacific Monthly Tracker: June Data Worsened; We Expect Weak Trend to Continue in 3Q Property sales drop at a faster pace with falling price in June amid higher primary and secondary inventory. Weakened resident sentiment and reactive policy may put extra pressure on home prices in 3Q. We suggest sticking with quality SOEs with high visibility for alpha, with CR Land as Top Pick. Stock ideas: With physical market likely remaining weak in 3Q, we maintain our ca ...