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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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17 Sep 2018 15:12
China Rental Housing Revolution - Part 2: Demand, Supply, Policy & Search For Profits
A potentially massive change is underway in the housing markets in China. The great policy push by the government from the very top since mid-2017,...
Robert Ciemniak
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383 Views
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bearish
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Thematic (Sector/Industry)
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17 Sep 2018 14:43
China House Price Growth Accelerated In August (NBS Data). How Does It Square Up Vs Sentiment?
The NBS house price growth indices data for 70 major cities in August was released on Saturday. It shows an accelerating month-on-month and...
Robert Ciemniak
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369 Views
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bullish
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Thematic (Sector/Industry)
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13 Sep 2018 19:27
China Rental Housing Revolution - Part 1: The Landscape
A potentially massive change is underway in the housing markets in China. The great policy push by the government from the very top since mid-2017,...
Robert Ciemniak
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480 Views
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bearish
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Thematic (Sector/Industry)
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28 Aug 2018 16:58
China Property - Sanya And Hainan Island Are The Hottest Yet Very Restricted Housing Markets
18 months ago, in "China Property: A Turning Point For The Sunny Sanya And Hainan Island?", we talked about a turning point and upside for the...
Robert Ciemniak
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397 Views
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bearish
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Thematic (Sector/Industry)
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28 Aug 2018 01:01
China Property: Does The Increase In Failed Land Auctions Signal Anything?
We look at the data and specific cases of the failed land auctions in China that raise a question as to whether we are witnessing a turning point...
Robert Ciemniak
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329 Views
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