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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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09 Aug 2017 11:55
China Housing - WEEKLY Sales Volume Growth (To Aug 6): Tier-1 Extend Decline, Tier-2 Less Negative
Quick takeaway: Sales volumes GFA growth in the 20 cities sample turned slightly more negative for Tier-1 cities, but less negative for Tier-2...
Robert Ciemniak
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135 Views
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bearish
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Thematic (Sector/Industry)
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01 Aug 2017 17:06
China Housing: Sales Volume Growth Slightly More Negative To Week Ending July 30 (20 Cities Sample)
Quick takeaway: Sales volumes GFA growth in the 20 cities sample turned slightly more negative, last week's data shows. The GFA volume growth...
Robert Ciemniak
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159 Views
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bearish
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Thematic (Sector/Industry)
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31 Jul 2017 17:11
China Housing Forecast - Price Growth To Cool Only Gradually In H2 2017 Thanks To Lower Tier Cities
Our new forecast for house price growth for the July-December period is based on NBS data (in the absence of SouFun-CREIS index data we had...
Robert Ciemniak
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145 Views
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bullish
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Thematic (Sector/Industry)
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28 Jul 2017 16:19
Investor Meeting: China + Real Estate + Tier 2/3 City = Bubble? Our Checks Suggest Otherwise
In investing, sometimes we form preconceived ideas when we read articles in the western media. Here is a good example when we look at a particular...
DCG Capital
195 Views
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bearish
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Thematic (Sector/Industry)
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28 Jul 2017 09:22
China Property: Pace Of Decline In Sales Volumes Stable For 20 Cities Sample - Weekly Data (Jul 23)
In this note, we look at the weekly property sales volumes data with the latest week ending July 23. Higher-frequency weekly new home sales data...
Robert Ciemniak
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140 Views
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