China Housing: Demand-Supply Fundamentals - Part #3: Solving The Construction Indicators Puzzle
China Property: Why Is the Under-Construction GFA so high and the Sales-Completions gap so large? We dig into the data definitions and industry...
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China Housing - Demand-Supply Fundamentals Part #2: The “Demographic Twist"
The common saying goes "China will get old before it gets rich", but for the market for new homes, there are some important twists to the...
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A-H Premium Weekly (Jun 2nd): Conch Cement, China Vanke, China Southern, CSC Financial, COSCO Ship
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Conch Cement, China Vanke, China Southern, CSC Financial,...
331 Views
China Vanke - Tear Sheet - Lucror Analytics
We view China Vanke as "Low Risk" on the LARA scale, given the company's: [1] leading market position in terms of sales and branding; [2] sound...
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A-H Premium Weekly (May 12th): CCB, BoC, China Shenhua, Yankuang Energy, CHina Life
We analyzed A-H premium changes in the past week and highlight A-H premium changes for CCB, BoC, China Shenhua, Yankuang Energy, CHina Life.
289 Views