Sunac China: In Consolidation Mode (?)
Sunac China Holdings (“the company” or ”Sunac”) is a mid-sized Chinese property developer of high-end residential and commercial properties. Its...
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China Housing: How The North Eastern Region Is Suddenly An Outperformer On Price And Volume Growth
Against the backdrop of the overall slowdown in the house price growth and new home sales growth in China at the national level, the cities in the...
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China Weekly Property Sales Data (13 Cities To November 26) - Signs Of Stabilization
The weekly data on new home sales in select 13 major cities (based on the underlying data from SouFun-CREIS) for the week ending November 26, shows...
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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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In Pursuit Of Patterns (Part 3): Housing Market Indicators Vs Developer Stock Prices
In this series of notes, we reveal some interesting patterns (or lack thereof) we find among the key indicators for the China's housing markets...
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