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Beijing Capital Land Ltd H (2868 HK)
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Analysis
Real Estate
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China
Beijing Capital Land Limited develops quality/high-end office buildings and commercial properties, and medium to high-end residential properties in Beijing, China.
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bearish
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Thematic (Sector/Industry)
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01 Dec 2016 06:31
Outlook for Chinese Real Estate: Maybe at a Tipping Point and Headed for Significant Fall
We at Riedel Research are not China bears and do have never been believers in a 'hard landing' there - however, we have identified an disturbing...
David Riedel
230 Views
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bearish
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Thematic (Sector/Industry)
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29 Nov 2016 15:34
China Property - Signs Of Cooling In the Hottest Shenzhen Residential Market?
Back in June, we pointed at a likely turning point in the residential property market cycle in the booming city of Shenzhen, primarily on the back...
Robert Ciemniak
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162 Views
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bearish
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Thematic (Sector/Industry)
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04 Nov 2016 04:36
Highlighting Risks Stemming From China's Overheating Property Market
In October the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 117.1, just above the depressed threshold of 116 indicating...
David Riedel
153 Views
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bearish
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Thematic (Sector/Industry)
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01 Nov 2016 00:49
Is China Property Finally Headed for a Correction? Policy Makers May Have Finally Pushed Too Far
Since late 2015 the outlook for the global economy has improved dramatically. Three key interdependent factors are largely responsible for this...
David Riedel
224 Views
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bullish
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Thematic (Sector/Industry)
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31 Oct 2016 16:15
China Property: Some Tier-2 Cities Now Clear Inventory Faster Than Tier-1, Driven By Volume Spikes
The pace of inventory clearing of 'commercial residential' properties in select 12 major cities (number determined by data availability for longer...
Robert Ciemniak
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168 Views
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