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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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Macroeconomics
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22 Jan 2016 11:10
Asia Calling: China's Great Rebalancing - Why the Consensus Is Wrong
Falling Chinese asset markets have resulted in growing fears that China's economy is in a 'hard landing' Policymaker actions may have exacerbated...
Callum Henderson
1.6k Views
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bearish
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China Vanke (H)
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27 Dec 2015 07:22
So Vanke Seems to Win the Battle Against Baoneng, but Is It that Simple?
Merry Xmas everyone! This is a quick update note on what my yesterday's analysis on Vanke-Baoneng battle. The trade recommendation - Short Vanke...
Hao Wang, CFA
294 Views
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bearish
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China Vanke (H)
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25 Dec 2015 14:20
What You Should Know About Vanke and Implications to Its Stock
This note is a quick summary of what’s happened to China Vanke Co., the largest property developer in China. Then I try to explain we want to short...
Hao Wang, CFA
293 Views
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bullish
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Thematic (Sector/Industry)
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14 Dec 2015 16:30
Beware of NPL Coverage Trends Across Asia
Do not be lulled by a false sense of security with high NPL coverage. The figures can decline quickly and China is the quintessential example....
Daniel Tabbush
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244 Views
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bullish
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Thematic (Sector/Industry)
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24 Sep 2015 09:39
Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
Morningstar, Inc.
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298 Views
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