AVIC - Let's All Go To The Yard Sale
Ongoing restructuring and events suggest it is too early to call time on Avic International Holdings Ltd (161 HK), despite a 116% gain since the...
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In Pursuit Of Patterns (Part 1): China Housing And The Stock Market
In this series of notes, we reveal some interesting patterns (or lack thereof) we find among the key indicators for the China's housing markets...
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Today's China Data On Property Sales, New Starts, Land Sales and FAI - Sales Slow Down As Expected
NBS just released the key data for October related to property sales and investments by developers at a national level, showing a continued, albeit...
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Banyan Tree 3Q17 Results Are a Non-Event; Focus on LT Impact of Vanke and Accor Partnerships
Luxury hotel chain operator Banyan Tree Holdings Ltd (BTH SP) saw an improvement in underlying net profit versus the same period last year. EPS was...
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China Property: Where Are The New Hot Spots In The Housing Markets?
Against the overall backdrop of policy tightening of the housing markets in China, the decelerating or declining new home sales volume growth, a...
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