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Evergrande (3333 HK)
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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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bullish
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Hopefluent Group
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20 Jul 2017 10:03
Hopefluent (733.HK) Trading at 1x Ex-Cash PE with Catalysts to Unlock Value
Hopefluent Group Holdings Ltd (733 HK) | LONG Trading at 1x ex-cash PE with catalysts to unlock value Despite its low profile, Hopefluent is the...
Viki W.K. Li
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bearish
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Thematic (Sector/Industry)
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19 Jul 2017 08:57
China Property Cooling: Higher-Frequency Weekly Sales Volumes To Week Ending July 16
In this note, we look at the weekly property sales volumes data with the latest week ending July 16. Higher-frequency weekly new home sales data...
Robert Ciemniak
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152 Views
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bearish
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Thematic (Sector/Industry)
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18 Jul 2017 12:31
China House Price Growth: Slightly Slower Y/Y, Lower-Tier Cities Rise Faster (Today's NBS Data)
New house price indices data from China's National Bureau of Statistics (NBS) for June for 70 major cities and calculations of the aggregate...
Robert Ciemniak
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158 Views
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bullish
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Thematic (Sector/Industry)
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17 Jul 2017 11:33
China Property: Today's Data For June Shows Sales Volumes Remain Strong At The National Level
June national new home (“commercial residential”) sales GFA (National Bureau of Statistics data) increased by 16.1% on a 12-month rolling y/y...
Robert Ciemniak
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153 Views
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bearish
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Thematic (Sector/Industry)
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12 Jul 2017 10:48
China Housing: The Cyclicality of City-Level Markets
Chinese housing markets have been highly cyclical and the cycles relatively short. We apply our China Housing Eye(TM) property-clock-type...
Robert Ciemniak
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308 Views
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