Share Transfer Clarifies Ownership and Control, Positive for Vanke
China Vanke announced on June 9 that Shenzhen Metro, or SZMC, had acquired 1.55 billion A shares from Evergrande at a price of CNY 18.80 per share....
131 Views
China Housing: Land Sales In Beijing, Shanghai and Guangzhou Picked Up Further In Jan-Apr Y/Y
Land sales data for primary land sales (use rights) shows Bejing, Shanghai and Guangzhou are selling more land after a period of restricting...
164 Views
Impact of China's Demographic Trend on the Housing Market
This is a companion piece to The Next 10 Years: Demographic Trend Reversals Will Reduce Growth and Reshape the Economy.The demographic trends in...
157 Views
High Leverage Property Developer and Rural Bank Stocks in China: Smells Like Trouble?
This time could be DIFFERENT!For years, investors have shorted Chinese property companies due to the excess capacity. Excess capacity is still...
360 Views
China Property: New Homes Sales Volumes Dynamics (April/May) - Big Vs Smaller Cities
In this note, we look in greater detail into the dynamics of new home sales volumes in China in gross floor area terms with the latest April and...
169 Views