Asia Real Estate Equities: In Search of Value in the Asia Ex-Japan Property Developer Universe
Following our insight, CapitaLand: A Critical Review - Slowing Pace of Asset Recycling, Is the Model Still Relevant? which illustrated the...
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Another 8 Local Governments Announced Home Purchase Restrictions in China
This weekend, another 8 local governments announced home purchase restrictions. 6 out of 8 cities ban the sale of homes (new and existing) within...
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Money Matters: Sunac - Did a Canary Just Fall off Its Perch?
According to the last balance sheet I can find Sunac China Holdings Ltd (1918 HK) has the equivalent of USD62bn of assets financed by USD5bn of...
161 Views
Yuzhou Properties Placement - Equity Raise Should Not Be a Surprise
Yuzhou Properties Co (1628 HK) is raising approximately US$205m through the issuance of 300m shares and an upsize option of another 50m share.The...
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Money Matters: China's Property Market and the Key to Global Deflation.
China's real estate developers are the only (non-bank) sector in Asia that, in my view, have the ability to turn the global cycle for better or...
194 Views