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China Vanke (H) (2202 HK)
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386
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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bearish
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Thematic (Sector/Industry)
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25 Oct 2016 14:39
China Property: What Impact Have Home Purchase Restrictions Had On Sales Volumes (Weekly Oct Data)?
One of the big questions for China housing market now is how significant an impact will the latest wave of home purchase restrictions (HPR) have on...
Robert Ciemniak
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162 Views
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bearish
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Thematic (Sector/Industry)
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19 Oct 2016 17:08
4 Months After Brexit - Currency Impact Tables For International Property Investors
We have updated our currency impact tables 'post-Brexit' for USD, EUR, JPY, AUD, GBP, and CNY. We make a simple assumption that a property investor...
Robert Ciemniak
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737 Views
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bullish
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Thematic (Sector/Industry)
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19 Oct 2016 12:24
China Data: New Home Sales Growth Higher at 27.1% YTD Y/Y (Jan-Sep), Before New Wave Of Restrictions
In September, national new home (“commercial residential”) sales GFA increased 35.3% YoY and 27.1% YTD YoY, compared to 19.1% and 25.6% in August,...
Robert Ciemniak
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184 Views
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bearish
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Thematic (Sector/Industry)
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18 Oct 2016 18:14
China Property: CityScreener(TM) Rankings Of 54 Cities (August Data) And What's Changed In 6 Months?
In our CityScreener(TM) monthly ranking of cities, we assess the housing markets in 54 major cities in China on four metrics: 12-month house price...
Robert Ciemniak
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153 Views
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bearish
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Thematic (Sector/Industry)
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18 Oct 2016 15:20
Digging Beneath the Surface of Chinese Mortgage Lending
There is strong reason to believe that Chinese mortgage debt is understated. Mortgage related debt would need to double or triple to approach even...
Christopher Balding
155 Views
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