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China Overseas Land & Investment (688 HK)
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195
Analysis
Real Estate
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Hong Kong
China Overseas Land & Investment Limited provides real estate services. The Company develops, manages, and invests in commercial properties. China Overseas Land & Investment serves customers globally.
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bullish
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Thematic (Sector/Industry)
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19 Mar 2023 01:06
Short Note: LONG China on Monetary Easing Cycle
China just announced a 25bps RRR cut, which is a surprise. China's low inflation allows more room to RRR cuts. Jan-Feb macro data shows...
Jacob Cheng
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439 Views
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bullish
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Thematic (Sector/Industry)
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16 Mar 2023 09:08
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Broker
China Property Sector – NBS 2M23 data: Strong as expected
NBS 2M23 sales value came flattish YoY, in line with our forecast. However, it beat China funds ’ expectation and strongly beat foreign...
CMB International
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323 Views
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bullish
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Thematic (Sector/Industry)
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06 Mar 2023 10:09
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Broker
China Property Sector – Property+ Weekly: Sales momentum accelerated on lower tier cities
This is in line with our sales leading index GAIN and our upgrade report that sales is more sustainable than what market thinks.
CMB International
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277 Views
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bullish
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China Vanke (H)
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02 Mar 2023 05:31
China Vanke (2202 HK): Placement & Index Flows
China Vanke is looking to sell 300m shares in a placement to raise US$500m. Passive index trackers will buy between 11-12% of the new shares early...
Brian Freitas
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404 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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388 Views
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