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China Merchants Property Develpmt (200024 CH)
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91
Analysis
Real Estate
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China
China Merchants Property Development Co., Ltd. develops and invests in properties and supplies electricity and water.
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bullish
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Cross Asset Strategy
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03 Aug 2023 11:51
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Syndicated
Central Bank Vows Further Mortgage Easing to Support Housing
China’s central bank pledged to step up mortgage easing to support homebuyers, signaling further efforts to bolster the ailing property...
Caixin Global
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283 Views
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bullish
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Cross Asset Strategy
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16 Jun 2023 10:59
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Syndicated
CX Daily: China’s Faltering Recovery Is Good for Business — at Least if You’re Pinduoduo
Pinduoduo /: China’s faltering recovery is good for business — at least if you’re Pinduoduo Palestine-Israel /: Xi proposes three-point resolution...
Caixin Global
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393 Views
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bullish
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China Vanke (H)
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01 Mar 2023 18:43
China Vanke Placement - A Placement Was Expected, Unclear if It Was This One
China Vanke aims to raise around US$500m in its H-share primary placement. In this note, we will talk about the placement and run the deal through...
Sumeet Singh
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395 Views
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bearish
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Onewo
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27 Jul 2022 09:57
Onewo Space-Tech Pre-IPO - The Negatives - Acquisition Led Growth, Related Party, Margin Issues
Onewo Space-Tech aims to raise around US$2bn in its Hong Kong IPO. OST is a property management service provider owned by Vanke. In this note, we...
Sumeet Singh
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388 Views
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bearish
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Thematic (Sector/Industry)
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24 Mar 2017 19:51
The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
Amareos
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3.2k Views
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