Bunny Hills
L1 2.5 amendment samdt441-118

samdt441-118

Amendment to: FY2024 National Defense Authorization Act (NDAA, Senate vehicle)

Why China-relevant: PROHIBITION ON PURCHASE OF PUBLIC OR PRIVATE REAL ESTATE LOCATED IN THE UNITED STATES BY CITIZENS AND ENTITIES OF THE PEOPLE'S REPUBLIC OF CHINA

Sponsor: Cotton, Tom

Timeline

  1. Filed
  2. Passed chamber (vote) [senate]vehicle

Vehicle: FY2024 National Defense Authorization Act (NDAA, Senate vehicle)

  1. Introduced
  2. Passed committee
  3. Passed Senate
  4. Passed House
  5. Sent to President
  6. Became law

done next step still ahead did not advance

Stage: Died in the 118th Congress

Resolved. Model had estimated 18% to become law

  • + Is/rides a must-pass vehicle (NDAA or appropriations)
  • + Sponsored by a member of the majority party
  • − No cosponsors

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk medium Hawkishness 1–5 4

Directional context (see Methodology); the pinned, high-confidence axes are relevance and asset impact.

Shares that might be influenced

Each sector shows a direction (which way its China-related names are pushed) and, for precise mappings, how hard this bill hits the sector — rated marginal → very strong (1–5). Hover any chip for its definition. The headline 0–5 impact is at the top of the card.

China Real Estate negative moderate (3/5) precise 570 names

A broad PRC real-estate purchase ban directly constrains China-linked U.S. property exposure.

Ticker Name (Local) Name (EN) Restriction Lists
0016.HK 新鸿基地产 Sun Hung Kai Properties Limited
1109.HK 华润置地 China Resources Land
0688.HK 中国海外发展 China Overseas Land & Investment Ltd.
1113.HK 长实集团 CK Asset Holdings Limited
0012.HK 恒基地产 Henderson Land Development Company Limited
2423.HK 贝壳-W KE Holdings Inc.
1972.HK 太古地产 SWIRE PROPERTIES LIMITED
601390.SS 中国中铁 China Railway
0083.HK 信和置业 Sino Land Co. Ltd.
600585.SS 海螺水泥 ACC
+560 more
China ADRs (Broad) negative modest (2/5) precise 286 names

Broad PRC ownership restrictions raise cross-asset policy risk.

Ticker Name (Local) Name (EN) Restriction Lists
9988.HK 阿里巴巴-W Alibaba Group Holding Limited
9618.HK 京东集团-SW JD.com, Inc.
9961.HK 携程集团-S Trip.com Group Limited
2057.HK 中通快递-W ZTO Express (Cayman) Inc.
PDD 拼多多 PDD Holdings (ADR)
9987.HK 百胜中国 Yum China Holdings, Inc.
1179.HK 华住集团-S H World Group Limited
9901.HK 新东方-S NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC.
2076.HK BOSS直聘-W KANZHUN LIMITED
9896.HK 名创优品 MINISO Group Holding Limited
+276 more