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Longfor Properties (960 HK)
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374
Analysis
Real Estate
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China
Longfor Properties Co. Ltd. operates in the property development, property investment and property management businesses in China.
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bearish
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Cross Asset Strategy
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23 Sep 2021 04:43
China: The End of the Moral Hazard Play?
Moral hazard will be managed, not ended. Offshore bonds, local loans will bear pain. Property, health, education costs must fall. We recommend...
Prasenjit K. Basu
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265 Views
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bullish
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Quantitative Analysis
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13 Aug 2021 12:38
China Property Sector: Trading Ideas
The China property sector has been in the regulatory crosshairs and new rules continue to be rolled out. We look for trading opportunities in the...
Brian Freitas
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462 Views
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bearish
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Thematic (Sector/Industry)
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26 Jun 2021 02:39
China Properties: Like Clockwork, Real Estate Investments Haven't Skipped a Beat
Housing FAI in May continued a secular trend that may make or break China's recovery. Inventory drawdowns may afford developers some breathing...
Stanley Tsai, CFA
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631 Views
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bullish
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Haidilao International Holding
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27 Feb 2021 05:57
Hang Seng Index Rebalance: Three Adds; Market Consultation Conclusions on 1 March
There are 3 inclusions to the HSI - Ali Health, Longfor Prop and Haidilao. With 10 days to implementation, the stocks should outperform....
Brian Freitas
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527 Views
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bullish
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China Resources Beer Holdings
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25 Feb 2021 09:10
HSI March Index Rebalance Preview - Last One Before New Methodology Kicks In
HSIL will announce the changes to the HSI post market close tomorrow. With the conclusions of the market consultation being announced on 1 March,...
Brian Freitas
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436 Views
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