Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

Thematic (Sector/Industry)

<ul>
<li>This note is a weekly curated selection of Chinese news articles and company announcements focused on developers in distress</li>
<li>We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market</li>
<li>We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to sources</li>
</ul>


This note is a weekly curated selection of Chinese news articles and company announcements focused on developers in distress
We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market
We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to sources


China Property Developers In Distress - Weekly News & Announcements Tracker | July 4-11, 2024

Senior Credit Analyst, Lucror Analytics

Leonard Law, CFA

Senior Credit Analyst

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

Credit

<p>Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.</p><ul><li><a href='#lucror-entity-26076'>China Vanke </a></li><li><a href='#lucror-entity-35862'>PT Pertamina (Persero)</a></li><li><a href='#lucror-entity-13363'>Sunny Optical Technology Group</a></li></ul>

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.China Vanke PT Pertamina (Persero)Sunny Optical Technology Group

Morning Views Asia: China Vanke  , PT Pertamina (Persero), Sunny Optical Technology Group

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul>
<li>Power / Cover Story: China’s power market reform poised to level up as renewables plug in</li>
<li>AI /: Everyone should have a say in making the rules for artificial intelligence, Singapore AI czar says</li>
<li>Deutsche Bank: /Deutsche Bank sees rosy future in helping multinationals tap Chinese market</li>
</ul>


Power / Cover Story: China’s power market reform poised to level up as renewables plug in
AI /: Everyone should have a say in making the rules for artificial intelligence, Singapore AI czar says
Deutsche Bank: /Deutsche Bank sees rosy future in helping multinationals tap Chinese market


CX Daily: China’s Power Market Reform Poised to Level Up as Renewables Plug In 

China Property Developers In Distress - Weekly News & Announcements Tracker | May 24-30, 2024

China Property Developers In Distress - Weekly News & Announcements Tracker | May 10-16, 2024

China

China Vanke Co., Ltd. operates real estate development businesses.  The Company provides housing renovation, housing loans, real estate brokerage, and other businesses. China Vanke also operates logistics, material supply, and other businesses.

Price Gauge
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China Vanke (000002 CH)

China Property Developers In Distress - Weekly News & Announcements Tracker | July 4-11, 2024

This note is a weekly (July 4-11, 2024) curated selection of Chinese news articles and company announcements focused on developers in distress.

Robert Ciemniak

Morning Views Asia: China Vanke , PT Pertamina (Persero), Sunny Optical Technology Group

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...

Lucror Analytics

CX Daily: China’s Power Market Reform Poised to Level Up as Renewables Plug In

Power / Cover Story: China’s power market reform poised to level up as renewables plug in While coal-fired power still provides roughly 60% of all...

Caixin Global

China Property Developers In Distress - Weekly News & Announcements Tracker | May 24-30, 2024

This note is a weekly (May 24-30, 2024) curated selection of Chinese news articles and company announcements focused on developers in distress.

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | May 10-16, 2024

This note is a weekly (May 10-16, 2024) curated selection of Chinese news articles and company announcements focused on developers in distress.

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)