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China Vanke (H) (2202 HK)
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380
Analysis
Real Estate
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China
China Vanke Co., Ltd. is a property development company. The Company develops residential properties in Shenzhen, Shanghai, Beijing, Tianjin, Shenyang, Nanjing, and other big cities in China.
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bullish
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Thematic (Sector/Industry)
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10 Feb 2023 10:28
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Broker
China Property Sector – Property+ Weekly: Hopes Are Returning Post-CNY
Despite lagging construction activity, property sales started to pick up post-CNY, again correctly predicted by our leading indicator GAIN.
CMB International
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267 Views
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bullish
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Quantitative Analysis
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06 Feb 2023 08:19
A-H Premium Weekly (Feb 3rd): Great Wall Motor, CICC, Shanghai Haohai, Chalieco, Cosco Ship
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Great Wall Motor, CICC, Shanghai Haohai, Chalieco, Cosco Ship.
Ke Yan, CFA, FRM
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295 Views
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bullish
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Thematic (Sector/Industry)
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26 Jan 2023 09:32
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Broker
China Property Sector – CNY: Crowded Malls
Wuyue/Wanda/CR all saw quick traffic recovery after COVID and restaurants performed the best. 2) Decent one-off pent-up demand for home purchase...
CMB International
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281 Views
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bullish
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Thematic (Sector/Industry)
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20 Jan 2023 10:20
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Broker
China Property Sector – Property+ Weekly: Can we expect post-CNY recovery?
Due to COVID and early CNY this year, we have not seen any meaningful sign of recovery in property and its supply chain.
CMB International
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394 Views
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bullish
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Thematic (Sector/Industry)
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19 Jan 2023 04:57
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Broker
China Property Sector – Silver lining lies on relaxation in Tier 1 cities
In-line NBS Dec data concluded the hard-landing 2022 for property market with sales value/property investment down 27/10% YoY.
CMB International
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265 Views
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