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China Vanke (H) (2202 HK)
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377
Analysis
Real Estate
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China
China Vanke Co., Ltd. is a property development company. The Company develops residential properties in Shenzhen, Shanghai, Beijing, Tianjin, Shenyang, Nanjing, and other big cities in China.
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bullish
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Thematic (Sector/Industry)
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16 Mar 2023 09:08
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Broker
China Property Sector – NBS 2M23 data: Strong as expected
NBS 2M23 sales value came flattish YoY, in line with our forecast. However, it beat China funds ’ expectation and strongly beat foreign...
CMB International
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317 Views
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bullish
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Thematic (Sector/Industry)
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06 Mar 2023 10:09
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Broker
China Property Sector – Property+ Weekly: Sales momentum accelerated on lower tier cities
This is in line with our sales leading index GAIN and our upgrade report that sales is more sustainable than what market thinks.
CMB International
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270 Views
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bullish
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Thematic (Sector/Industry)
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01 Mar 2023 09:23
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Broker
China Property Sector – Feb sales a strong beat; Raise 2023 forecast
Feb sales came out at a strong beat both in terms of strength at 30% YoY (cons -5%), but also the timing of turning positive (cons in April).
CMB International
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240 Views
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bullish
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Cross Asset Strategy
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15 Feb 2023 13:59
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Syndicated
CX Daily: China’s Charity Law Revision Aims to Make It Easier for NGOs to Get Involved
China’s Charity Law revision aims to make it easier for NGOs to get involved. Experts quash fears of greater chance of China quake after Turkey
Caixin Global
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248 Views
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bullish
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Thematic (Sector/Industry)
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10 Feb 2023 10:28
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Broker
China Property Sector – Property+ Weekly: Hopes Are Returning Post-CNY
Despite lagging construction activity, property sales started to pick up post-CNY, again correctly predicted by our leading indicator GAIN.
CMB International
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264 Views
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