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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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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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455 Views
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bearish
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Evergrande
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12 Aug 2021 10:35
StubWorld: What To Do With Evergrande?
Evergrande Auto is not worth what its market cap suggests to an independent third party; and Property Services may or may not be worth what people...
David Blennerhassett
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305 Views
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bearish
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Thematic (Sector/Industry)
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26 Jun 2021 02:39
China Properties: Like Clockwork, Real Estate Investments Haven't Skipped a Beat
Housing FAI in May continued a secular trend that may make or break China's recovery. Inventory drawdowns may afford developers some breathing...
Stanley Tsai, CFA
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621 Views
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bullish
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Television Broadcasts
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13 Apr 2021 15:27
TVB (511 HK): Small Screen Saver
This stock is very beaten up. Li has a plan, it would seem. If he is given the green light, shares will pop, if not on the economics, but at least...
David Blennerhassett
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328 Views
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bearish
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Shandong Chenming Paper H
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17 Mar 2021 10:16
Shandong Chenming Paper (1812 HK): The H/B Convergence Trade
On the expectation of a 3-6 month timeline, if you can source borrow on the H's, do so, and buy the Bs. Hearing borrow costs of 10-20%,
David Blennerhassett
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452 Views
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