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...
193 Views
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...
133 Views
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...
573 Views
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...
147 Views
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...
152 Views