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Everbright Securities (H) (6178 HK)
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195
Analysis
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China
Everbright Securities Co., Ltd. provides securities brokerage, trading, custody, underwriting, asset management, and investment consulting services.
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bearish
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Thematic (Sector/Industry)
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26 Aug 2016 15:18
China Property - Leveraging The Households
It's the households that are increasing leverage by taking on more mortgage debt, relative to the growth in new home sales, whereas the developers'...
Robert Ciemniak
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174 Views
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bearish
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Macroeconomics
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26 Aug 2016 06:44
FX Update: Portfolio Inflows into China Down 60%
Despite the small year to date decline of the RMB and the relative uncaring attitude of the market, there are reasons so suspect the underlying...
Christopher Balding
158 Views
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bearish
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Thematic (Sector/Industry)
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25 Aug 2016 17:02
China Property: Which Cities Perform Best On New Home Sales Price And Volume Growth (July Data)?
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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168 Views
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bullish
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Thematic (Sector/Industry)
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25 Aug 2016 00:00
Logic Behind Evergrande Buying Vanke and New Phase of China's Property Markets
China Evergrande (3333 HK) has quietly and quickly built up a near 7 percent interest in Vanke this month, while the intentions behind this...
Hao Wang, CFA
214 Views
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bearish
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Thematic (Sector/Industry)
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22 Aug 2016 18:13
China Property: Further Deceleration in Volume Growth But Prices Keep Rising (Official July Data)
Growth in Gross Floor Area (GFA) sales volumes for new home sales in China in July decelerated further to 26.6% on a year-to-date year-on-year...
Robert Ciemniak
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176 Views
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