Binjiang: Set up for a Good Move From Here
Binjiang trades at 10.5x/8.1x FY22/23 PE with a dividend yield of 5.7/7.4% based on a 60% payout ratio. It is the best way to play the PMC bounce...
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Chinese Property Weekly - 11 March 2022 - Lucror Analytics
The Chinese Property Weekly focuses on providing updates in the Chinese real-estate sector, including recent regulatory and company developments,...
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Asia Ex-Japan Real Estate: Hitting the Lows. China to India Rotation
Real Estate exposure is close to its lowest levels on record among active Asia Ex-Japan investors. As China Real Estate suffers an exodus, India...
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China Property Management Services - Pullback Is a Chance to Accumulate the Leaders
China property management companies (PMCs) have had a dramatic pull back despite asset-light models and strong earnings visibility. We think this...
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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.
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