Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

Thematic (Sector/Industry)

<ul>
<li>This note is a weekly (select weeks on SK) curated selection of Chinese news articles and company announcements focused on developers in distress</li>
<li>We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market</li>
<li>We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to the sources</li>
</ul>


This note is a weekly (select weeks on SK) curated selection of Chinese news articles and company announcements focused on developers in distress
We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market
We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to the sources


China Property Developers In Distress - Weekly News & Announcements Tracker | Nov 8-14, 2024

<ul>
<li>Weekly new home sales data (to Oct 20) shows a strong improvement ('less negative') on a 4-week y/y basis, a sign of a response to the waves of policy support.</li>
<li>We highlight points from our Weekly New Home Sales Data Update Report looking at 17 major cities and the latest data for the week ending October 20, 2024.</li>
<li>Certain weekly metrics on a small sample of cities serve as a good gauge for what to expect directionally in the national NBS data released later.</li>
</ul>


Weekly new home sales data (to Oct 20) shows a strong improvement ('less negative') on a 4-week y/y basis, a sign of a response to the waves of policy support.
We highlight points from our Weekly New Home Sales Data Update Report looking at 17 major cities and the latest data for the week ending October 20, 2024.
Certain weekly metrics on a small sample of cities serve as a good gauge for what to expect directionally in the national NBS data released later.


China Property - Weekly New Home Sales Data Shows Reaction To Policy Support (To Oct 20, 2024)

China Property Developers In Distress - Weekly News & Announcements Tracker | Oct 18-24, 2024

China Property Developers In Distress - Weekly News & Announcements Tracker | Oct 11-17, 2024

Global Emerging Market Equities, Propitious Research

Wium Malan, CFA

Global Emerging Market Equities

Independent, Fundamental Quantitative Research

Propitious Research

Fully independent, fundamental and quantitative equity research, focused on companies in the Telecommunication, Media, Technology, Internet and Healthcare sectors in the Global Emerging Markets. Idea generation focused on Quality stocks, trading below their intrinsic Value, with sound Corporate Governance.

<ul>
<li>The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.</li>
<li>
 Macro data points: Chinese PMI data, South Korean trade and inflation data.</li>
<li>
Companies mentioned:<a href="https://www.smartkarma.com/entities/nio-inc-2d526675-c878-4104-840f-87fed1735e85" target="_blank" data-smartkarma-citation="entities:35652:1" rel="noopener">NIO (9866 HK)</a>, <a href="https://www.smartkarma.com/entities/beijing-douyin-information-service-co-ltd-bytedance" target="_blank" data-smartkarma-citation="entities:27936:1" rel="noopener">ByteDance (1439927D CH)</a>, <a href="https://www.smartkarma.com/entities/bharti-airtel-ltd" target="_blank" data-smartkarma-citation="entities:953:1" rel="noopener">Bharti Airtel (BHARTI IN)</a>, <a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a>
</li>
</ul>


The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.

 Macro data points: Chinese PMI data, South Korean trade and inflation data.

Companies mentioned:NIO (9866 HK), ByteDance (1439927D CH), Bharti Airtel (BHARTI IN), Samsung Electronics (005930 KS)



GEMWeekly (4 Oct 2024): Chinese Property Stimulus; South Korea Macro; NIO, ByteDance, Airtel, SEC