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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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26 Jan 2023 09:32
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Broker
China Property Sector – CNY: Crowded Malls
Wuyue/Wanda/CR all saw quick traffic recovery after COVID and restaurants performed the best. 2) Decent one-off pent-up demand for home purchase...
CMB International
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276 Views
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bullish
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Thematic (Sector/Industry)
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20 Jan 2023 10:20
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Broker
China Property Sector – Property+ Weekly: Can we expect post-CNY recovery?
Due to COVID and early CNY this year, we have not seen any meaningful sign of recovery in property and its supply chain.
CMB International
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390 Views
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bullish
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Thematic (Sector/Industry)
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19 Jan 2023 04:57
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Broker
China Property Sector – Silver lining lies on relaxation in Tier 1 cities
In-line NBS Dec data concluded the hard-landing 2022 for property market with sales value/property investment down 27/10% YoY.
CMB International
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260 Views
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bullish
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Cross Asset Strategy
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21 Dec 2022 10:21
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Syndicated
CX Daily: What’s in Store for China GDP, Fiscal Policy in 2023
What’s in store for China GDP, fiscal policy in 2023. Hong Kong approval expands mainlanders’ access to mRNA Covid shots. Chinese exporters lose...
Caixin Global
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507 Views
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bullish
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Thematic (Sector/Industry)
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01 Dec 2022 12:41
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Syndicated
China’s Property Support Seen as Helping State-Owned, Quality Private Developers
China’s latest helping hand to the property market is expected to benefit state-owned and quality private developers. Allowing developers to raise...
Caixin Global
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351 Views
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