Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

Hong Kong property short call in the sub index is starting to pan out after hitting the 40,000 ideal turn and top target.This bet was partially to pair with our A and H share long positioning and act as a catalyst for our HSI offset short as well as pinpoint key level in overbought mainland names like KWG and Country Garden and the ever elusive Evergrande.We have made a bear case for HK property stemming from our bullish US yield call and increased odds of the Hong Kong property sub index…

Hong Kong property short call in the sub index is starting to pan out after hitting the 40,000 ideal turn and top target.This bet was partially to pair with our A and H share long positioning and act as a catalyst for our HSI offset short as well as pinpoint key level in overbought mainland names like KWG and Country Garden and the ever elusive Evergrande.We have made a bear case for HK property stemming from our bullish US yield call and increased odds of the Hong Kong property sub index…

Investment Advisors, JL Warren Capital

Junheng Li

Investment Advisors

JL Warren Capital

JL Warren Capital LLC is a leading independent equity research firm focused on Chinese companies and listed multinationals in China. We employ a bottom-up research approach that takes great care to avoid the acquisition of material non-public information. Through investigative due diligence including channel surveys and interviews, our research helps clients to pinpoint the dislocations in the market.

Thematic (Sector/Industry)

This weekend, another 8 local governments announced home purchase restrictions. 6 out of 8 cities ban the sale of homes (new and existing) within certain years of ownership. This shows that the local governments have recognized that speculative transactions have been the drivers of the bubbles in local home markets.As home purchase/sales restriction shift from T1-2 cities to T3-4 cities in mid-western China, governments are increasingly alert to home price appreciations across the country. …

This weekend, another 8 local governments announced home purchase restrictions. 6 out of 8 cities ban the sale of homes (new and existing) within certain years of ownership. This shows that the local governments have recognized that speculative transactions have been the drivers of the bubbles in local home markets.As home purchase/sales restriction shift from T1-2 cities to T3-4 cities in mid-western China, governments are increasingly alert to home price appreciations across the country.   …

Another 8 Local Governments Announced Home Purchase Restrictions in China

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

Based on today's data on China's August house prices from National Bureau of Statistics (NBS):NBS house price indices for 70 cities in August point at a further deceleration overall on a year-on-year basis to +8.3% from +9.7% in July and with the sequential month-on-month growth at +0.2%, compared to +0.4% in July.By Tier, on a year-on-year basis, Tier-1 cities decelerated to +5.0% in August from +8.9% in July, Tier-2 cities to +8.2% in August from +9.8% in July and select Tier-3 &amp; Other cities…

Based on today's data on China's August house prices from National Bureau of Statistics (NBS):NBS house price indices for 70 cities in August point at a further deceleration overall on a year-on-year basis to +8.3% from +9.7% in July and with the sequential month-on-month growth at +0.2%, compared to +0.4% in July.By Tier, on a year-on-year basis, Tier-1 cities decelerated to +5.0% in August from +8.9% in July, Tier-2 cities to +8.2% in August from +9.8% in July and select Tier-3 &amp; Other cities…

China Property: House Price Growth In August Decelerates Faster Across Tiers (Today's NBS Data)

Macroeconomics

A quick look at today's data from National Bureau of Statistics on new home sales in China in August.In August, China's national new home (“commercial residential”) sales GFA (Gross Floor Area) increased by 10.3% YTD YoY, 2.3% YoY, 13.5% 12M rolling YoY - compared to 11.5%, 0.3%, 14.8% in July and 13.5%, 18.4% and 16.1% in June, respectively, based on the latest data published by NBS. A clear growth deceleration trend continues in line with our expectations (also ref. our recent forecast for…

A quick look at today's data from National Bureau of Statistics on new home sales in China in August.In August, China's national new home (“commercial residential”) sales GFA (Gross Floor Area) increased by 10.3% YTD YoY, 2.3% YoY, 13.5% 12M rolling YoY - compared to 11.5%, 0.3%, 14.8% in July and 13.5%, 18.4% and 16.1% in June, respectively, based on the latest data published by NBS. A clear growth deceleration trend continues in line with our expectations (also ref. our recent forecast for…

China New Home Sales In August Slow Down Gradually To +10.3% YTD Y/ Y, In Line With Our Expectations

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<ul><li>China stays in control of its housing market, amid ballooning property prices</li><li>The mortgage market witnesses strong recovery, but a slowdown is expected</li><li>Retail decentralisation creates new shopping districts and attracts new entrants</li></ul>

China stays in control of its housing market, amid ballooning property pricesThe mortgage market witnesses strong recovery, but a slowdown is expectedRetail decentralisation creates new shopping districts and attracts new entrants

Industrial Capsule: Real Estate Activities in China

China

Country Garden Holdings Company Limited is a real estate developer.  The Company builds villas, townhouses and apartments in Mainland China. Country Gardens also develops large-scale community facilities such as schools, hotels, hospitals, and theme parks.

Price Gauge
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Country Garden Holdings Co (2007 HK)

HK Property Short Gaining Traction

Hong Kong property short call in the sub index is starting to pan out after hitting the 40,000 ideal turn and top target.This bet was partially to...

Thomas Schroeder

Another 8 Local Governments Announced Home Purchase Restrictions in China

This weekend, another 8 local governments announced home purchase restrictions. 6 out of 8 cities ban the sale of homes (new and existing) within...

JL Warren Capital

China Property: House Price Growth In August Decelerates Faster Across Tiers (Today's NBS Data)

Based on today's data on China's August house prices from National Bureau of Statistics (NBS):NBS house price indices for 70 cities in August point...

Robert Ciemniak

China New Home Sales In August Slow Down Gradually To +10.3% YTD Y/ Y, In Line With Our Expectations

A quick look at today's data from National Bureau of Statistics on new home sales in China in August.In August, China's national new home...

Robert Ciemniak

Industrial Capsule: Real Estate Activities in China

China stays in control of its housing market, amid ballooning property prices The mortgage market witnesses strong recovery, but a slowdown is...

Euromonitor International Ltd.

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)