China Macroeconomics & Academia

Christopher Balding

Macroeconomics

For all the concern focused on the Chinese economy, financial markets, and credit, the RMB dominates them all.  If a hard landing or crisis like scenario were to take place, it would undoubtedly involve significant devaluation.Aware of this dynamic the PBOC has been working to control both the price and the flow of the CNY, CNH, and the accompanying assorted derivatives resulting in clear market distortions, some of which we have covered here.  The impact of official intervention, though we…

For all the concern focused on the Chinese economy, financial markets, and credit, the RMB dominates them all.  If a hard landing or crisis like scenario were to take place, it would undoubtedly involve significant devaluation.Aware of this dynamic the PBOC has been working to control both the price and the flow of the CNY, CNH, and the accompanying assorted derivatives resulting in clear market distortions, some of which we have covered here.  The impact of official intervention, though we…

RMB Report: Near Term Stability, Long Term Depreciation

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Thematic (Sector/Industry)

China's leadership is aware of the weaknesses in its armed forces, who have been found to be physically unfit, untested, unmotivated  and corrupt. Two recent examples show just how weak the armed forces are at dealing with natural disasters, let alone a situation where national security was at stake.

China's leadership is aware of the weaknesses in its armed forces, who have been found to be physically unfit, untested, unmotivated  and corrupt. Two recent examples show just how weak the armed forces are at dealing with natural disasters, let alone a situation where national security was at stake.

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

In the recent cycle, Shenzhen has been outperforming all other cities in China on house price growth at +59% year-on-year in May according to SouFun-CREIS Index, with strong new home sales volumes at +39% year-on-year on 12-month rolling basis for April. The city enjoys strong corporate fundamentals with many leading firms in technology and telecom sectors based there, and historically limited supply of land and new homes relative to population growth.Yet latest weekly China new home sales GFA…

In the recent cycle, Shenzhen has been outperforming all other cities in China on house price growth at +59% year-on-year in May according to SouFun-CREIS Index, with strong new home sales volumes at +39% year-on-year on 12-month rolling basis for April. The city enjoys strong corporate fundamentals with many leading firms in technology and telecom sectors based there, and historically limited supply of land and new homes relative to population growth.Yet latest weekly China new home sales GFA…

China Property - Likely Turning Point for Shenzhen?

China property sector, and within it mainly the residential sector (i.e. new developments), are an important source of demand for commodities. One of the main indicators to watch is the new starts Gross Floor Area (new starts GFA). This is a short discussion note on what we expect to happen to 'commercial residential' new starts GFA in China for 2016-2020, based on the analysis of historical data on new home sales, prices, completions, new starts and land sales. Latest data indicates a new…

China property sector, and within it mainly the residential sector (i.e. new developments), are an important source of demand for commodities. One of the main indicators to watch is the new starts Gross Floor Area (new starts GFA). This is a short discussion note on what we expect to happen to 'commercial residential' new starts GFA in China for 2016-2020, based on the analysis of historical data on new home sales, prices, completions, new starts and land sales. Latest data indicates a new…

Projecting Residential New Starts in China

Global Special Situations

Charles Nave

Event-Driven

Dalian Wanda Commercial Properties / Event-Driven

The major determinant for a successful delisting of Dalian Wanda is the perception of the deal from major shareholders and their resulting vote.  With only 65.2m shares being able to block this could very easily fall over.  This is even more apparent when you consider that two of the largest shareholders (with a combined 67m shares) were buyers of Dalian Wanda last year at levels well above the HK$52.80 offer price.

The major determinant for a successful delisting of Dalian Wanda is the perception of the deal from major shareholders and their resulting vote.  With only 65.2m shares being able to block this could very easily fall over.  This is even more apparent when you consider that two of the largest shareholders (with a combined 67m shares) were buyers of Dalian Wanda last year at levels well above the HK$52.80 offer price.

Dalian Wanda (3699 HK):  Shareholder Analysis

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)

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Dalian Wanda Commercial Properties (1567411D HK)

RMB Report: Near Term Stability, Long Term Depreciation

For all the concern focused on the Chinese economy, financial markets, and credit, the RMB dominates them all. If a hard landing or crisis like...

Christopher Balding

The Chinese Military: Fit for Purpose?

China's leadership is aware of the weaknesses in its armed forces, who have been found to be physically unfit, untested, unmotivated and corrupt....

Bixmoor

China Property - Likely Turning Point for Shenzhen?

In the recent cycle, Shenzhen has been outperforming all other cities in China on house price growth at +59% year-on-year in May according to...

Robert Ciemniak

Projecting Residential New Starts in China

China property sector, and within it mainly the residential sector (i.e. new developments), are an important source of demand for commodities. One...

Robert Ciemniak

Dalian Wanda (3699 HK): Shareholder Analysis

The major determinant for a successful delisting of Dalian Wanda is the perception of the deal from major shareholders and their resulting vote. ...

Charles Nave

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)