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 | Jan 26-Feb 1, 2024

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>Property / In Depth: China intensifies efforts to end property crisis</li><li>Country Garden /: Country Garden offloads overseas projects to address debt woes</li><li><p>Hong Kong /: Hong Kong home prices tumble to seven-year low</p></li></ul>

Property / In Depth: China intensifies efforts to end property crisisCountry Garden /: Country Garden offloads overseas projects to address debt woesHong Kong /: Hong Kong home prices tumble to seven-year low

CX Daily: China Intensifies Efforts to End Property Crisis 

<ul>
<li>In this note, we share highlights from our 12th annual China Property Outlook, the 2024 forecasts for China housing markets, and the core themes</li>
<li>The main 2024 scenarios: NBS national 'commercial residential' new home sales in GFA terms to decline by 3.5% (less negative vs -8.2% for 2023), new starts by 10%</li>
<li>The shift in demand from primary to secondary markets, the 'three major projects', greater divergence between cities, and support for developers, are our core themes for 2024</li>
</ul>


In this note, we share highlights from our 12th annual China Property Outlook, the 2024 forecasts for China housing markets, and the core themes
The main 2024 scenarios: NBS national 'commercial residential' new home sales in GFA terms to decline by 3.5% (less negative vs -8.2% for 2023), new starts by 10%
The shift in demand from primary to secondary markets, the 'three major projects', greater divergence between cities, and support for developers, are our core themes for 2024


Highlights from the 12th Annual China Property Outlook - 2024 Forecast

Macroeconomics

<ul>
<li>We look at the key annual macro-property data for 2011-2023 and review the past 'group forecasts' for new home sales in China in 2023 and 2022</li>
<li>The views in 2023 proved more in line with the actual than in 2022 but NBS revisions to 2022 new home sales data (Mar-Dec) add some complications</li>
<li>You can <a href="https://ref.kubrosearch.com/drawkits/index.html" target="_blank" rel="noopener">join this year's 'draw the line'</a> for new home sales, part of Real Estate Foresight's 12th Annual China Property Outlook</li>
</ul>


We look at the key annual macro-property data for 2011-2023 and review the past 'group forecasts' for new home sales in China in 2023 and 2022
The views in 2023 proved more in line with the actual than in 2022 but NBS revisions to 2022 new home sales data (Mar-Dec) add some complications
You can join this year's 'draw the line' for new home sales, part of Real Estate Foresight's 12th Annual China Property Outlook


China Property: In Hindsight On 2023 and 2022 Forecasts | "Draw The Line" 2024

China Property Developers In Distress - Weekly News & Announcements Tracker | Jan 19-25, 2024

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)

China Property Developers In Distress - Weekly News & Announcements Tracker | Jan 26-Feb 1, 2024

This note is a weekly (Jan 26 - Feb 1, 2024) curated selection of Chinese news articles and company announcements focused on developers in...

Robert Ciemniak

CX Daily: China Intensifies Efforts to End Property Crisis

Property / In Depth: China intensifies efforts to end property crisis China’s property sector has shown little sign of climbing out of its...

Caixin Global

Highlights from the 12th Annual China Property Outlook - 2024 Forecast

In this note, we share highlights from our 12th annual China Property Outlook, the 2024 forecasts for China housing markets, and the core themes.

Robert Ciemniak

China Property: In Hindsight On 2023 and 2022 Forecasts | "Draw The Line" 2024

Before getting into the forecasts for 2024, reviewing how the past forecasts fared vs the actuals can be quite illuminating, here is the case for...

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | Jan 19-25, 2024

This note is a weekly (Jan 19-25, 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)