Evolution of Our Thoughts on Global Logistic Property: From Fair Value to Takeout Price of S$3.55
This piece outlines our thoughts on establishing a target price for Global Logistic Properties Ltd (GLP SP) and how those thoughts have evolved...
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China Property 2017 Forecast Summary
In our annual 2017 Forecast for the housing market in China (new home sales), the main scenario is a cyclical peak in the price growth in Dec/Jan...
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Alibaba Learning a Lesson in 'Scarcity Value'; Will It Bid for Global Logistic Properties?
GLP has confirmed it's already in talks to sell itselfLast Thursday afternoon Global Logistic Properties Ltd (GLP SP) confirmed media reports that...
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China Property: The Case Of Shanghai
The housing market in Shanghai (new home sales) is showing signs of slight price growth deceleration from all-time highs, according to the latest...
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Why Do Chinese Leave Their Properties Empty?
Expensive to renovate a house, need cash. Time consuming to renovate a house. No carrying costs except the price of money. No real estate tax in...
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