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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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CIFI Holdings
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26 Jan 2018 07:42
Ci Fi Ho Hum : CIFI (884 HK) Goes to Market... Surprise!
Once upon a time there was a real estate developer which IPOed in Hong Kong (IPOed in late 2012) which had a habit of releasing a short statement...
Travis Lundy
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179 Views
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bullish
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Cross Asset Strategy
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19 Jan 2018 07:39
EM Positioning Review 2017. The Key Drivers of Performance
In order to understand the drivers of performance among EM active managers, we create a portfolio based on the aggregated holdings of 134 global...
Steven Holden
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152 Views
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bullish
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Thematic (Sector/Industry)
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18 Jan 2018 14:20
China House Price Growth Accelerated Y/Y And M/M In Dec, In Contrast To The Slowdown Since Nov'16
Today's NBS house price data for 70 major cities in December shows an acceleration of price growth year-on-year, which is in contrast to the...
Robert Ciemniak
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117 Views
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bearish
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Thematic (Sector/Industry)
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14 Jan 2018 05:16
China's Credit Tightening & Local Housing Policies to Support T2-3 City Urbanization
Post 19th Congress Credit Tightening & Housing Market DestockingWe expect the physical housing market activities nationwide to continue their...
JL Warren Capital
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106 Views
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bullish
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Thematic (Sector/Industry)
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08 Jan 2018 12:07
China Weekly Property Sales Data (13 Cities To December 31) - Positive Surprise for December?
We look at the weekly new home sales data (gross floor area sold) for the 13 major cities sample in China, with the data covering the period ending...
Robert Ciemniak
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111 Views
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