Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
301 Views
China Residential:Well supported by end-user demand and long-term positive for leading developers
We believe the Chinese residential housing market remains well-supported by strong end-user demand that is expected to continue over the next...
255 Views
Strong earnings profile should continue to be supported by further easing. Take the deal.
China Resources Land (CR Land) plans to raise US$1.2bn through an issuance of primary shares. The deal scores well on our framework given its track...
262 Views