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Evergrande (3333 HK)
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Analysis
Real Estate
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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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bearish
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Thematic (Sector/Industry)
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28 Aug 2018 16:58
China Property - Sanya And Hainan Island Are The Hottest Yet Very Restricted Housing Markets
18 months ago, in "China Property: A Turning Point For The Sunny Sanya And Hainan Island?", we talked about a turning point and upside for the...
Robert Ciemniak
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401 Views
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bearish
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Thematic (Sector/Industry)
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28 Aug 2018 01:01
China Property: Does The Increase In Failed Land Auctions Signal Anything?
We look at the data and specific cases of the failed land auctions in China that raise a question as to whether we are witnessing a turning point...
Robert Ciemniak
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329 Views
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bearish
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Macroeconomics
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15 Aug 2018 14:43
Today's China House Price Data: The Prices Rise Faster... But Beware The Arithmetics Of Averages
The NBS house price growth indices data for 70 major cities in July was released earlier today and shows an accelerating month-on-month and...
Robert Ciemniak
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448 Views
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bearish
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Macroeconomics
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14 Aug 2018 12:13
Today’s China Macro-Property Data: Puzzling Strong Residential Figures Vs Overall Slowdown
The National Bureau of Statistics (NBS) released today the key China data for July, related to property sales and investments by developers at a...
Robert Ciemniak
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370 Views
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bearish
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Thematic (Sector/Industry)
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13 Aug 2018 09:06
China Housing: The Most Idiosyncratic Cities
Shenzhen, Wenzhou, Sanya and Haikou are among the most unique cities in terms of their house price growth correlations among the 70 major cities,...
Robert Ciemniak
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297 Views
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