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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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30 Jan 2024 10:53
AIA - Largest Insurer in Asia Pacific, Risks Heightened with China Evergrande Liquidation
Asia Pacific insurance companies can be at risk from mark downs due to the Evergrande liquidation and worsening property risks in China, and also...
Daniel Tabbush
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334 Views
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bearish
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Macroeconomics
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30 Jan 2024 05:13
Evergrande Nugget: Popping the World’s Largest Asset Bubble
Monday, a Hong Kong court ordered the liquidation of Evergrande- whether the court ruling will be of much help to creditors remains to be seen as...
Steno Research
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bearish
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Thematic (Sector/Industry)
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29 Jan 2024 10:04
Highlights from the 12th Annual China Property Outlook - 2024 Forecast
In this note, we share highlights from our 12th annual China Property Outlook, the 2024 forecasts for China housing markets, and the core themes.
Robert Ciemniak
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481 Views
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bearish
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Macroeconomics
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28 Jan 2024 00:45
China Property: In Hindsight On 2023 and 2022 Forecasts | "Draw The Line" 2024
Before getting into the forecasts for 2024, reviewing how the past forecasts fared vs the actuals can be quite illuminating, here is the case for...
Robert Ciemniak
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788 Views
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bearish
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Thematic (Sector/Industry)
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25 Jan 2024 18:57
China Property Developers In Distress - Weekly News & Announcements Tracker | Jan 19-25, 2024
This note is a weekly (Jan 19-25, 2024) curated selection of Chinese news articles and company announcements focused on developers in distress.
Robert Ciemniak
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