Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

Thematic (Sector/Industry)

Beyond the aggregate figures, most investors interested in China housing markets would look at the breakdown by Tier. We introduce a few alternative ways to cut the house price growth data, illustrating some consistent patterns that could be more meaningful for any investment thesis than the simple by-tier.

Beyond the aggregate figures, most investors interested in China housing markets would look at the breakdown by Tier. We introduce a few alternative ways to cut the house price growth data, illustrating some consistent patterns that could be more meaningful for any investment thesis than the simple by-tier.

China Housing: Cities Without Tiers - An Alternative Data Cut With Illuminating Patterns

We expect a gradual slowdown for prices and volumes - ending the year slightly negative year-on-year, off a high base, with the selective easing and relatively low land supply cushioning the impact of a cyclical downturn otherwise driven by financing conditions for developers, increased supply of new homes at the time of slowing sales off record volumes in 2018, and broader economic slowdown due to macro factors.

We expect a gradual slowdown for prices and volumes - ending the year slightly negative year-on-year, off a high base, with the selective easing and relatively low land supply cushioning the impact of a cyclical downturn otherwise driven by financing conditions for developers, increased supply of new homes at the time of slowing sales off record volumes in 2018, and broader economic slowdown due to macro factors.

Senior Credit Analyst, Lucror Analytics

Leonard Law, CFA

Senior Credit Analyst

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

Credit

The Asia HY Trade Recommendations report for January includes a summary of our recommendations, as well as our high-conviction ideas. We also provide relative-value charts and lists of the bonds in the Lucror Asia HY index.

   The Asia HY Trade Recommendations report for January includes a summary of our recommendations, as well as our high-conviction ideas. We also provide relative-value charts and lists of the bonds in the Lucror Asia HY index. 

Asia HY Trade Recommendations - January 2019 - Lucror Analytics

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar. 

Lucror Analytics - Morning Views Asia - 23 Jan 2019

Today's data from the National Bureau of Statistics (NBS) on new home prices for 70 major cities shows on average an accelerating year-on-year price growth and a slower month-on-month increase. This contrasts with a picture of a slowing price growth based on a different index from SouFun-CREIS.

Today's data from the National Bureau of Statistics (NBS) on new home prices for 70 major cities shows on average an accelerating year-on-year price growth and a slower month-on-month increase. This contrasts with a picture of a slowing price growth based on a different index from SouFun-CREIS.

China Housing: Are Prices Rising Faster Or Slower?

China

China Evergrande Group is an integrated residential property developer. The Company, through its subsidiaries, operates in property development, investment, management, finance, internet, health, culture, and tourism markets.

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Evergrande (3333 HK)

China Housing: Cities Without Tiers - An Alternative Data Cut With Illuminating Patterns

Beyond the aggregate figures, most investors interested in China housing markets would look at the breakdown by Tier. We introduce a few...

Robert Ciemniak

China Housing: 2019 Forecast

We expect a gradual slowdown for prices and volumes - ending the year slightly negative year-on-year, off a high base, with the selective easing...

Robert Ciemniak

Asia HY Trade Recommendations - January 2019 - Lucror Analytics

The Asia HY Trade Recommendations report for January includes a summary of our recommendations, as well as our high-conviction ideas. We also...

Lucror Analytics

Lucror Analytics - Morning Views Asia - 23 Jan 2019

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...

Lucror Analytics

China Housing: Are Prices Rising Faster Or Slower?

Today's data from the National Bureau of Statistics (NBS) on new home prices for 70 major cities shows on average an accelerating year-on-year...

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)