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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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28 Jul 2017 16:19
Investor Meeting: China + Real Estate + Tier 2/3 City = Bubble? Our Checks Suggest Otherwise
In investing, sometimes we form preconceived ideas when we read articles in the western media. Here is a good example when we look at a particular...
DCG Capital
193 Views
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bearish
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Thematic (Sector/Industry)
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28 Jul 2017 09:22
China Property: Pace Of Decline In Sales Volumes Stable For 20 Cities Sample - Weekly Data (Jul 23)
In this note, we look at the weekly property sales volumes data with the latest week ending July 23. Higher-frequency weekly new home sales data...
Robert Ciemniak
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133 Views
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bullish
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Hopefluent Group
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20 Jul 2017 10:03
Hopefluent (733.HK) Trading at 1x Ex-Cash PE with Catalysts to Unlock Value
Hopefluent Group Holdings Ltd (733 HK) | LONG Trading at 1x ex-cash PE with catalysts to unlock value Despite its low profile, Hopefluent is the...
Viki W.K. Li
573 Views
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bearish
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Thematic (Sector/Industry)
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19 Jul 2017 08:57
China Property Cooling: Higher-Frequency Weekly Sales Volumes To Week Ending July 16
In this note, we look at the weekly property sales volumes data with the latest week ending July 16. Higher-frequency weekly new home sales data...
Robert Ciemniak
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147 Views
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bearish
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Thematic (Sector/Industry)
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18 Jul 2017 12:31
China House Price Growth: Slightly Slower Y/Y, Lower-Tier Cities Rise Faster (Today's NBS Data)
New house price indices data from China's National Bureau of Statistics (NBS) for June for 70 major cities and calculations of the aggregate...
Robert Ciemniak
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152 Views
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