Morning Views Asia: China Vanke , Hopson Development
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
335 Views
China Vanke - Earnings Flash - H1 FY 2023 Results - Lucror Analytics
China Vanke’s H1/23 results were in line with our expectations, with single-digit growth in overall revenue but ongoing margin pressure. The...
257 Views
China Property - Weekly New Home Sales Data Now Clearly "Less Negative" (To June 30, 2024)
China Property: The policy easing and the change in the base effect started to show some impact on new home sales y/y metrics turning '"less...
400 Views
China Property - Today's NBS Macro-Property Data for September 2023
We slice and dice various metrics for China 'macro-property' data with today's NBS release of the new data for September 2023.
450 Views
China Housing - Demand-Supply Fundamentals Part #1: The "Modern Housing" Argument
How oversupplied is the China housing market? Thinking beyond the current downturn and crisis for many developers, the answer might not be so simple.
799 Views