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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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18 Oct 2016 15:20
Digging Beneath the Surface of Chinese Mortgage Lending
There is strong reason to believe that Chinese mortgage debt is understated. Mortgage related debt would need to double or triple to approach even...
Christopher Balding
155 Views
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bearish
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Thematic (Sector/Industry)
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14 Oct 2016 09:09
China Property: The Case Of Zhengzhou - With A Ghost Town Myth And Bubble Worries
Zhengzhou, the capital city of Henan province, made headlines in the Western media a few years ago through the PBS 60 Minutes show, with the city's...
Robert Ciemniak
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266 Views
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bearish
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Thematic (Sector/Industry)
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05 Oct 2016 16:22
China Property - New Wave Of Home Purchase Restrictions
New home purchase and credit restrictions were introduced in select Chinese cities at the end of September and the beginning of October in response...
Robert Ciemniak
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239 Views
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bearish
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Thematic (Sector/Industry)
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03 Oct 2016 22:01
China House Prices Accelerating: 16.6% Y/Y in Sep Vs 13.8% in Aug (SouFun CREIS 100 Cities Index)
In September, average house price increased 16.6% y/y, as measured by the SouFun-CREIS 100 Cities Index, compared to 13.8% the previous month. It...
Robert Ciemniak
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217 Views
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bearish
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Thematic (Sector/Industry)
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30 Sep 2016 11:21
Latest Signals For China Housing Market Cycle - Peak Or Not?
China housing market may be confusing when you watch it from further afield: how do you square house price bubble trouble (not only in Tier-1...
Robert Ciemniak
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220 Views
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