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>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>


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 | 15-21 September 2023

Macroeconomics

<ul>
<li>We hosted a Real Estate Foresight Webinar on Sep 20, with our latest take on China's housing markets after the recent policy easing wave</li>
<li>Can we see the impact of the policy easing? How much of further stimulus to expect? What will be the 'next normal' for new home sales after the downturn?</li>
<li>A quick poll of the participants (experienced professionals in China property) showed a 100% consensus that more easing will be needed to trigger a rebound in new home sales</li>
</ul>


We hosted a Real Estate Foresight Webinar on Sep 20, with our latest take on China's housing markets after the recent policy easing wave
Can we see the impact of the policy easing? How much of further stimulus to expect? What will be the 'next normal' for new home sales after the downturn?
A quick poll of the participants (experienced professionals in China property) showed a 100% consensus that more easing will be needed to trigger a rebound in new home sales


China Housing - And The Sum Of All Tiers [Webinar Presentation Video]

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>Analysis: China’s new electricity spot market rules lay groundwork for unified standard</li><li>Tornadoes / Tornadoes kill 10 in coastal Chinese province</li><li>Shenzhen looks to attract more Hong Kong, Macao visitors — and their cash</li></ul>

Analysis: China’s new electricity spot market rules lay groundwork for unified standardTornadoes / Tornadoes kill 10 in coastal Chinese provinceShenzhen looks to attract more Hong Kong, Macao visitors — and their cash

CX Daily: China’s New Electricity Spot Market Rules Lay Groundwork for Unified Standard

<ul>
<li>The weekly data for new home sales for 18 cities with consistent data to the week ending September 10 does not show pickup signs, despite some media buzz after easing</li>
<li>But we expect the impact to start showing in the next weeks</li>
<li>In the meantime, using weekly metrics as predictors of the direction of the national monthly figures, suggests no real improvement YTD y/y so far for Sep</li>
</ul>


The weekly data for new home sales for 18 cities with consistent data to the week ending September 10 does not show pickup signs, despite some media buzz after easing
But we expect the impact to start showing in the next weeks
In the meantime, using weekly metrics as predictors of the direction of the national monthly figures, suggests no real improvement YTD y/y so far for Sep


China Housing - Weekly Data Does Not (Yet) Show Impact Of Policy Easing

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 15th.</li>
<li>The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.</li>
<li>We highlight flows for ICBC, Innovent Biologics, CCB, Sunac China.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 15th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for ICBC, Innovent Biologics, CCB, Sunac China.


Hong Kong Connect Flows (Sep 15th): ICBC, Innovent Biologics, CCB, Sunac 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
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Country Garden Holdings Co (2007 HK)

China Property Developers In Distress - Weekly News & Announcements Tracker | 15-21 September 2023

A weekly curated selection and summaries of Chinese news articles and company announcements focused on developers in distress.

Robert Ciemniak

China Housing - And The Sum Of All Tiers [Webinar Presentation Video]

Real Estate Foresight hosted a webinar on Sep 20, with our latest take on China's housing markets after the recent policy-easing wave. Watch the...

Robert Ciemniak

CX Daily: China’s New Electricity Spot Market Rules Lay Groundwork for Unified Standard

Analysis: China’s new electricity spot market rules lay groundwork for unified standard. Tornadoes kill 10 in coastal Chinese province...

Caixin Global

China Housing - Weekly Data Does Not (Yet) Show Impact Of Policy Easing

China Housing: The weekly new home sales data for 18 cities to the week ending Sep 10 does not show signs of improvement (yet) after the policy...

Robert Ciemniak

Hong Kong Connect Flows (Sep 15th): ICBC, Innovent Biologics, CCB, Sunac China

We analyzed southbound Hong Kong connect flows in the past week and highlight flows for ICBC, Innovent Biologics, CCB, Sunac China.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)