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China Overseas Land & Investment (688 HK)
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184
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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bearish
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Evergrande
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30 Nov 2021 17:24
The Chinese Credit Chronicle: The Below CCC Moment
We summarize on what has happened in the Chinese high-yield world and what is next. We believe the worst is behind us but we do have a bumpy road...
Bondcritic
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290 Views
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bullish
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Thematic (Sector/Industry)
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19 Oct 2021 11:12
China Real Estate Association Summoned Key Developers as PBOC Hints Policy Finetuning
We see a short-term opportunity to buy high-quality, low leveraged developers in advance of further calibrated policy support.
Li Tang
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195 Views
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bearish
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Cross Asset Strategy
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23 Sep 2021 04:43
China: The End of the Moral Hazard Play?
Moral hazard will be managed, not ended. Offshore bonds, local loans will bear pain. Property, health, education costs must fall. We recommend...
Prasenjit K. Basu
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252 Views
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bearish
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Quantitative Analysis
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20 Aug 2021 21:18
Asia Shorts: Meituan, Geely, Kuaishou, COLI, Toshiba, Freee, NCSOFT, SK Tel, Yang Ming, Wan Hai, EMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
Brian Freitas
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263 Views
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bullish
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Quantitative Analysis
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13 Aug 2021 12:38
China Property Sector: Trading Ideas
The China property sector has been in the regulatory crosshairs and new rules continue to be rolled out. We look for trading opportunities in the...
Brian Freitas
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450 Views
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