Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

Thematic (Sector/Industry)

We look at the weekly new home sales data (gross floor area sold) for the 13 major cities sample in China, with the data covering the period ending on December 31, as an early alternative indicator for the growth pattern seen in the monthly national sales volumes figures for December - expected to be published on January 18.

We look at the weekly new home sales data (gross floor area sold) for the 13 major cities sample in China, with the data covering the period ending on December 31, as an early alternative indicator for the growth pattern seen in the monthly national sales volumes figures for December - expected to be published on January 18.  

China Weekly Property Sales Data (13 Cities To December 31) - Positive Surprise for December?

APAC IPOs & Placements

Zhen Zhou, Toh

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

Zhenro Properties Group  / Equity Capital Markets

<a href="https://www.smartkarma.com/entities/26178" target="_blank" data-smartkarma-citation="entities:26178:1">Zhenro Properties Group Ltd (6158 HK)</a> is looking to raise approximately US$500 - 600m in its upcoming IPO. Proceeds raised will be mainly used to fund constructions costs of ongoing development projects and repay bank loan. In this insight, we will look at the company's land bank, property under development and unsold property, compare the company to Hong Kong-listed real estate developers. We will also run the deal through our ECM framework.

Zhenro Properties Group Ltd (6158 HK) is looking to raise approximately US$500 - 600m in its upcoming IPO. Proceeds raised will be mainly used to fund constructions costs of ongoing development projects and repay bank loan. In this insight, we will look at the company's land bank, property under development and unsold property, compare the company to Hong Kong-listed real estate developers. We will also run the deal through our ECM framework.

Zhenro Property IPO Review - An Aspiring Small Property Developer

Today's NBS house price data for November continues to show further deceleration of the house price growth across 70 major cities on a year-on-year basis to +5.1% from  +5.4% in October (+5.7% to +5.5% non-weighted), but the pace of deceleration slowed and the month-on-month growth sustained at +0.3%, overall stronger figures than we forecast.

Today's NBS house price data for November continues to show further deceleration of the house price growth across 70 major cities on a year-on-year basis to +5.1% from  +5.4% in October (+5.7% to +5.5% non-weighted), but the pace of deceleration slowed and the month-on-month growth sustained at +0.3%, overall stronger figures than we forecast. 

China House Price Growth Decelerated Slightly Further Y/​​Y, Sustained M/​M - Today's Data For Nov

Macroeconomics

The National Bureau of Statistics (NBS) just released the key data for November, related to property sales and investments by developers at a national level, showing only a slight deceleration in new home (residential gross floor area) sales growth to +5.4% year-to-date year-on-year, from +5.6% in October and +7.6% in September.  This indicates more resilient sales volumes than broadly expected but in line with what the weekly data for 13 major cities indicated over the last few weeks.

The National Bureau of Statistics (NBS) just released the key data for November, related to property sales and investments by developers at a national level, showing only a slight deceleration in new home (residential gross floor area) sales growth to +5.4% year-to-date year-on-year, from +5.6% in October and +7.6% in September.  This indicates more resilient sales volumes than broadly expected but in line with what the weekly data for 13 major cities indicated over the last few weeks. 

Today's China Property And Macro Data: New Home Sales Better Than Expected, Land Sales Accelerate

Against the backdrop of the overall slowdown in the house price growth and new home sales growth in China at the national level, the cities in the North Eastern region, not long ago considered some of the weakest markets, now show a very strong relative performance.

Against the backdrop of the overall slowdown in the house price growth and new home sales growth in China at the national level, the cities in the North Eastern region, not long ago considered some of the weakest markets, now show a very strong relative performance.

China Housing: How The North Eastern Region Is Suddenly An Outperformer On Price And Volume Growth

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

China Vanke (H) (2202 HK)

China Weekly Property Sales Data (13 Cities To December 31) - Positive Surprise for December?

We look at the weekly new home sales data (gross floor area sold) for the 13 major cities sample in China, with the data covering the period ending...

Robert Ciemniak

Zhenro Property IPO Review - An Aspiring Small Property Developer

Zhenro Properties Group Ltd (6158 HK) is looking to raise approximately US$500 - 600m in its upcoming IPO. Proceeds raised will be mainly used to...

Zhen Zhou, Toh

China House Price Growth Decelerated Slightly Further Y/Y, Sustained M/M - Today's Data For Nov

Today's NBS house price data for November continues to show further deceleration of the house price growth across 70 major cities on a year-on-year...

Robert Ciemniak

Today's China Property And Macro Data: New Home Sales Better Than Expected, Land Sales Accelerate

The National Bureau of Statistics (NBS) just released the key data for November, related to property sales and investments by developers at a...

Robert Ciemniak

China Housing: How The North Eastern Region Is Suddenly An Outperformer On Price And Volume Growth

Against the backdrop of the overall slowdown in the house price growth and new home sales growth in China at the national level, the cities in the...

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

China Weekly Property Sales Data (13 Cities To December 31) - Positive Surprise for December?

We look at the weekly new home sales data (gross floor area sold) for the 13 major cities sample in China, with the data covering the period ending...

Robert Ciemniak

Zhenro Property IPO Review - An Aspiring Small Property Developer

Zhenro Properties Group Ltd (6158 HK) is looking to raise approximately US$500 - 600m in its upcoming IPO. Proceeds raised will be mainly used to...

Zhen Zhou, Toh

China House Price Growth Decelerated Slightly Further Y/​​Y, Sustained M/​M - Today's Data For Nov

Today's NBS house price data for November continues to show further deceleration of the house price growth across 70 major cities on a year-on-year...

Robert Ciemniak

Today's China Property And Macro Data: New Home Sales Better Than Expected, Land Sales Accelerate

The National Bureau of Statistics (NBS) just released the key data for November, related to property sales and investments by developers at a...

Robert Ciemniak

China Housing: How The North Eastern Region Is Suddenly An Outperformer On Price And Volume Growth

Against the backdrop of the overall slowdown in the house price growth and new home sales growth in China at the national level, the cities in the...

Robert Ciemniak

China House Price Growth Decelerated Slightly Further Y/Y, Sustained M/M - Today's Data For Nov