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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 Jul 2017 11:33
China Property: Today's Data For June Shows Sales Volumes Remain Strong At The National Level
June national new home (“commercial residential”) sales GFA (National Bureau of Statistics data) increased by 16.1% on a 12-month rolling y/y...
Robert Ciemniak
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149 Views
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bearish
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Thematic (Sector/Industry)
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12 Jul 2017 10:48
China Housing: The Cyclicality of City-Level Markets
Chinese housing markets have been highly cyclical and the cycles relatively short. We apply our China Housing Eye(TM) property-clock-type...
Robert Ciemniak
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304 Views
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bullish
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China Vanke (H)
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07 Jul 2017 18:33
China Vanke: Overhang Cleared, Placement Follows
One of China Vanke Co Ltd (H) (2202 HK)'s shareholder is selling US$260m shares after market close today. In our insight, we will look at the...
Ke Yan, CFA, FRM
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234 Views
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bearish
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Thematic (Sector/Industry)
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06 Jul 2017 12:11
China Property: The Case Of Shanghai - July Update
In December last year, we assessed market conditions for the housing (new homes sales) market in Shanghai. Some six months later, we are looking at...
Robert Ciemniak
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173 Views
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bearish
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Thematic (Sector/Industry)
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03 Jul 2017 15:56
China Property: New Homes Sales Volumes Slow Down, Diverge Across Tiers and Cities (June/May Data)
In this note, we continue looking in greater detail into the dynamics of new home sales volumes in China in gross floor area terms with the latest...
Robert Ciemniak
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154 Views
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