Asia Alpha Pulse Podcast KE Holdings

This report serves as an announcement for a podcast featuring Timothy Zhao discussing the Buy-rated KE Holdings, highlighting its 1Q26 review and expected 2Q26 growth catalysts.

Key Takeaways

• 1.KE Holdings maintains a Buy rating following a validation of the investment thesis in the 1Q26 review.
• 2.A GTV (Gross Transaction Value) inflection is expected in 2Q26, which alongside operating efficiency, is expected to drive EPS upside.
• 3.Goldman Sachs has raised the price target and reiterated the Buy recommendation for the company.

Table of Contents

• Related research
• Disclosure Appendix
• Reg AC
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Company-specific regulatory disclosures
• Distribution of ratings/investment banking relationships
• Price target and rating history chart(s)
• Regulatory disclosures
• Global product; distributing entities
• General disclosures

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