China Housing Forecast - Price Growth To Cool Only Gradually In H2 2017 Thanks To Lower Tier Cities
Our new forecast for house price growth for the July-December period is based on NBS data (in the absence of SouFun-CREIS index data we had...
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Investor Meeting: China + Real Estate + Tier 2/3 City = Bubble? Our Checks Suggest Otherwise
In investing, sometimes we form preconceived ideas when we read articles in the western media. Here is a good example when we look at a particular...
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China Property: Pace Of Decline In Sales Volumes Stable For 20 Cities Sample - Weekly Data (Jul 23)
In this note, we look at the weekly property sales volumes data with the latest week ending July 23. Higher-frequency weekly new home sales data...
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Hopefluent (733.HK) Trading at 1x Ex-Cash PE with Catalysts to Unlock Value
Hopefluent Group Holdings Ltd (733 HK) | LONG Trading at 1x ex-cash PE with catalysts to unlock value Despite its low profile, Hopefluent is the...
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China Property Cooling: Higher-Frequency Weekly Sales Volumes To Week Ending July 16
In this note, we look at the weekly property sales volumes data with the latest week ending July 16. Higher-frequency weekly new home sales data...
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