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China Vanke (H) (2202 HK)
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386
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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bearish
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Thematic (Sector/Industry)
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17 Nov 2017 17:43
China Weekly Property Sales Data (13 Cities To Nov 12) - Less Negative YTD Y/Y and 4W Y/Y
The weekly data on new home sales in select 13 major cities (based on the underlying data from SouFun-CREIS) for the week ending November 12, shows...
Robert Ciemniak
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128 Views
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bullish
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AVIC International Holdings
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16 Nov 2017 08:38
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...
David Blennerhassett
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424 Views
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bearish
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Thematic (Sector/Industry)
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15 Nov 2017 15:44
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...
Robert Ciemniak
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168 Views
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bearish
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Thematic (Sector/Industry)
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14 Nov 2017 11:14
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...
Robert Ciemniak
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151 Views
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bullish
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Banyan Tree Holdings
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10 Nov 2017 10:41
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...
Nicolas Van Broekhoven
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299 Views
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