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)

We rank the housing markets in 54 major cities in China on four metrics: 12-month house price growth, 12-month rolling year-on-year Gross Floor Area (GFA) sales volume growth,  3-month sequential price growth and 3-month volume growth, with latest data for June 2016.

We rank the housing markets in 54 major cities in China on four metrics: 12-month house price growth, 12-month rolling year-on-year Gross Floor Area (GFA) sales volume growth,  3-month sequential price growth and 3-month volume growth, with latest data for June 2016.

China Property: CityScreener(TM) Ranking of Housing Markets In 54 Cities - June 2016 Data

Special Situations, Content Strategist, Smartkarma

Crispin Francis

Special Situations, Content Strategist

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Event-Driven

Dalian Wanda Commercial Properties / Event-Driven

<h2>Latest News -</h2>27 July 2016 - Glass Lewis: "Wanda Privatization in Best Interest of Investors"In addition, China Life Insurance had <a href="http://www.hkexnews.hk/listedco/listconews/sehk/2016/0725/LTN20160725241.pdf" target="_blank">announced</a> their intention to vote in favor of the transaction on 25 July 2016...<h2>Positive for the Deal</h2><ul>
<li>Whilst funds do not automatically follow these recommendations by independent shareholder services (Glass Lewis and ISS) it would add weight to concerns managers may have, and help validate their approval</li>
<li>Both Institutional Shareholder Services and Glass Lewis had…</li>
</ul>

Latest News -27 July 2016 - Glass Lewis: "Wanda Privatization in Best Interest of Investors"In addition, China Life Insurance had announced their intention to vote in favor of the transaction on 25 July 2016...Positive for the Deal
Whilst funds do not automatically follow these recommendations by independent shareholder services (Glass Lewis and ISS) it would add weight to concerns managers may have, and help validate their approval
Both Institutional Shareholder Services and Glass Lewis had…


Wanda - Glass Lewis Gives Favorable Opinion for the Privatization

For all the macroeconomic concerns about the oversupply of housing in China and government’s push for supply-side reforms, the data on 13 major cities in China suggests fastest pace of inventory clearing for those cities in at least 5 years, driven by strong sales volume growth but also by lower land sales and new starts in several major cities.

For all the macroeconomic concerns about the oversupply of housing in China and government’s push for supply-side reforms, the data on 13 major cities in China suggests fastest pace of inventory clearing for those cities in at least 5 years, driven by strong sales volume growth but also by lower land sales and new starts in several major cities.

China Property: What Oversupply? Assessing Inventory Clearing Situation In Major 13 Cities

How significant are Tier-1, Tier-2, Tier-3, and lower-tier cities, respectively, for the overall housing market in China? Reasonably solid, consistent and detailed city-level data on property markets in China is largely limited to major cities but comparing some key metrics at a national level with those for Tier-1 and Tier-2 can give us a sense of respective share of the market for different categories of cities. While the four Tier-1 cities have a disproportionally higher share of new home…

How significant are Tier-1, Tier-2, Tier-3, and lower-tier cities, respectively, for the overall housing market in China? Reasonably solid, consistent and detailed city-level data on property markets in China is largely limited to major cities but comparing some key metrics at a national level with those for Tier-1 and Tier-2 can give us a sense of respective share of the market for different categories of cities. While the four Tier-1 cities have a disproportionally higher share of new home…

China Property By Tier - Where Is The Action?

Research and consultancy, Tabbush Report

Daniel Tabbush

Research and consultancy

Tabbush Report

We provide research and consultancy on Asian banks. Our focus is on what we call “Asian bank research, without the noise.” We are interested in the most critical swing-factors for banks, the NPL and credit cycle, and where we believe there is a gap between perception and reality. We often focus on the less studied components of bank financial statements.  Our research is highly thematic, sometimes examining unlisted banks and companies as a window on mainstream banks. 

Being independent allows us to look at smaller banks, often overlooked by others. Analysis of BIS bank guidelines in the context of Asia, is also a focal point, while we also analyze global banks operating in the region. We use what we believe is the most comprehensive, reliable financials database, SNL Financial. S&P Capital IQ augments our database, with corporate data and CEIC, with economics. 

Asian bank research, without the noise.

Second-guessing the true rate of GDP growth in China has become a sort of art for many commentators.  For a long time, there have been questions about the stated GDP growth figures, which appear too robust, considering the rise in bad loans and many other metrics. The figures in Hong Kong may prove a good barometer of the magnitude of change and the distress within China GDP growth.Hong Kong reported 3.2% real GDP growth in June 2015, dropping steadily through December 2015, but now it is down…

Second-guessing the true rate of GDP growth in China has become a sort of art for many commentators.  For a long time, there have been questions about the stated GDP growth figures, which appear too robust, considering the rise in bad loans and many other metrics. The figures in Hong Kong may prove a good barometer of the magnitude of change and the distress within China GDP growth.Hong Kong reported 3.2% real GDP growth in June 2015, dropping steadily through December 2015, but now it is down…

Hong Kong's Growth Suggests More Weakness in China

China

Dalian Wanda Commercial Management Group Co., Ltd. operates as a commercial property developer, owner, and operator. The Company develops and manages mixed-use property projects including retail, office, hotel, residential, restaurant, entertainment, and other projects. Dalian Wanda Commercial Management Group conducts businesses in China.

Dalian Wanda Commercial Properties (1567411D HK)

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Dalian Wanda Commercial Properties (1567411D HK)

China Property: CityScreener(TM) Ranking of Housing Markets In 54 Cities - June 2016 Data

We rank the housing markets in 54 major cities in China on four metrics: 12-month house price growth, 12-month rolling year-on-year Gross Floor...

Robert Ciemniak

Wanda - Glass Lewis Gives Favorable Opinion for the Privatization

Latest News -27 July 2016 - Glass Lewis: "Wanda Privatization in Best Interest of Investors"In addition, China Life Insurance had announced their...

Crispin Francis

China Property: What Oversupply? Assessing Inventory Clearing Situation In Major 13 Cities

For all the macroeconomic concerns about the oversupply of housing in China and government’s push for supply-side reforms, the data on 13 major...

Robert Ciemniak

China Property By Tier - Where Is The Action?

How significant are Tier-1, Tier-2, Tier-3, and lower-tier cities, respectively, for the overall housing market in China? Reasonably solid,...

Robert Ciemniak

Hong Kong's Growth Suggests More Weakness in China

Second-guessing the true rate of GDP growth in China has become a sort of art for many commentators. For a long time, there have been questions...

Daniel Tabbush

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)