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)

See Attachment - in our monthly Dashboard of indicators to assess dynamics of the residential new home sales market we look at house price growth, sales volume growth and months-to-clear, land sales and new starts. We compare the latest November data with October, with national-level figures and a breakdown for Tier-1, Tier-2, Tier-3 and others for select cities, depending on data availability.More clear signs of deceleration, especially for Tier-1 cities (driven by Shenzhen), though at an…

See Attachment - in our monthly Dashboard of indicators to assess dynamics of the residential new home sales market we look at house price growth, sales volume growth and months-to-clear, land sales and new starts. We compare the latest November data with October, with national-level figures and a breakdown for Tier-1, Tier-2, Tier-3 and others for select cities, depending on data availability.More clear signs of deceleration, especially for Tier-1 cities (driven by Shenzhen), though at an…

China Property Market Indicators Dashboard: November Vs October Data

Based on latest NBS data released this morning: In November, national new home (“commercial residential”) sales GFA increased 7.7% YoY and 24.5% YTD YoY, compared to 26% and 27% in October, according to the latest data published by NBS today, with further signs of slowdown in volume growth. National land acquisitions (land area purchased by real estate development enterprises) increased 6.2% on YoY basis (vs -0.1% in October) and declined by -4.3% on YTD YoY basis (vs -5.5% in October)…

Based on latest NBS data released this morning: In November, national new home (“commercial residential”) sales GFA increased 7.7% YoY and 24.5% YTD YoY, compared to 26% and 27% in October, according to the latest data published by NBS today, with further signs of slowdown in volume growth. National land acquisitions (land area purchased by real estate development enterprises) increased 6.2% on YoY basis (vs -0.1% in October) and declined by -4.3% on YTD YoY basis (vs -5.5% in October)…

China Data: New Home Sales Growth Slower But At Record Levels, Land Sales Still Very Low

Latest data from SouFun-CREIS released today shows the average house price in November increased 18.7% y-o-y, as measured by the 100 Cities Index, still faster than 18.2% in October but the pace of acceleration is slowing down.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/017/654/original/Screen%20Shot%202016-12-12%20at%2013.08.51.png?1481519367" class="editor-image img-responsive" data-smartkarma-image-id="17654"></figure>On an m-o-m basis, the index in November increased 0.88%, compared to 1.65% in October and 2.8% in September, and that figure is more indicative of a sequential slowdown in price growth.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/017/652/original/Screen%20Shot%202016-12-12%20at%2012.58.32.png?1481519009" class="editor-image img-responsive" data-smartkarma-image-id="17652"></figure>Source: Real Estate Foresight, based on data from SouFun-CREIS Prices in Shenzhen…

Latest data from SouFun-CREIS released today shows the average house price in November increased 18.7% y-o-y, as measured by the 100 Cities Index, still faster than 18.2% in October but the pace of acceleration is slowing down.On an m-o-m basis, the index in November increased 0.88%, compared to 1.65% in October and 2.8% in September, and that figure is more indicative of a sequential slowdown in price growth.Source: Real Estate Foresight, based on data from SouFun-CREIS Prices in Shenzhen…

China Property: New House Price Data Shows Policy Tightening Gradually Making Impact

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

Regular company coverage reports
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

We at Riedel Research are not China bears and do have never been believers in a 'hard landing' there - however, we have identified an disturbing development in real estate price expectations in China.The monthly MNI consumer sentiment survey asks respondents multiple questions about their outlook for asset prices and their own actions in terms of investing, saving and spending.RRG has developed a series of proprietary indicators from the monthly dataset (back to April 2007) which provide deep…

We at Riedel Research are not China bears and do have never been believers in a 'hard landing' there - however, we have identified an disturbing development in real estate price expectations in China.The monthly MNI consumer sentiment survey asks respondents multiple questions about their outlook for asset prices and their own actions in terms of investing, saving and spending.RRG has developed a series of proprietary indicators from the monthly dataset (back to April 2007) which provide deep…

Outlook for Chinese Real Estate: Maybe at a Tipping Point and Headed for Significant Fall

Back <a href="https://www.smartkarma.com/insights/china-property-likely-turning-point-for-shenzhen" target="_blank">in June, we pointed at a likely turning point</a> in the residential property market cycle in the booming city of Shenzhen, primarily on the back of escalated price growth and slowing volume growth. Now with the latest October data for prices and September data for volumes, further signs of cooling are clear. Yet, on a sequential month-on-month basis, house prices still rose slightly in October.  PRICES &amp; VOLUMES REPORT - SHENZHENIn October, average house prices in Shenzhen increased by +37.5%…

Back in June, we pointed at a likely turning point in the residential property market cycle in the booming city of Shenzhen, primarily on the back of escalated price growth and slowing volume growth. Now with the latest October data for prices and September data for volumes, further signs of cooling are clear. Yet, on a sequential month-on-month basis, house prices still rose slightly in October.  PRICES &amp; VOLUMES REPORT - SHENZHENIn October, average house prices in Shenzhen increased by +37.5%…

China Property - Signs Of Cooling In the Hottest Shenzhen Residential Market?

China

Central China Real Estate Ltd. develops property in the Peoples Republic of China.

Sino Harbour Holdings Group Limited is a property development company focused on residential properties in Jiangxi Province, the PRC. The Company currently devotes themselves to developing residential projects coupled with retail shops and other commercial office premises and going forward will develop properties with a combination or residential and commercial properties.

Colour Life Services Group Co., Ltd. is a real estate management company in the People's Republic of China.

Shenzhen Capstone Industrial Co., Ltd. manufactures and markets computer hard drives and accessories, monitors, steel coils, and electrolytic capacitors.

Everbright Grand China Assets Limited offers leasing services. The Company provides office buildings and apartment leasing services. Everbright Grand China Assets also offers property management services. Everbright Grand China Assets serves customers in Hong Kong.

Winsan (Shanghai) Industrial Corporation Ltd. develops residential real estate in Shanghai, Suzhou, and Fuzhou.  The Company also operates in property management.

Winsan Shanghai Medical Scie&Tech (600767 CH)

Hopefluent Group Holdings Limited, through its subsidiaries, provides comprehensive real estate agency services mainly in Guangzhou as well as various area of Guangdong and other cities such as Tianjin in China.

Yihua Healthcare Co., Ltd. is a healthcare and medical technology company.

Skyfame Realty Holdings Ltd, through its subsidiaries, develops real estate properties in China.

Xiwang Property Holdings Company Limited operates as a property development company. The Company develops residential, commercial, agricultural and industrial properties in China.

Fullshare Holdings Limited operates as a real estate development company. The Company develops real estate projects in China.

Wang On Group Limited, through its subsidiaries, manages and sub-licenses Chinese wet markets, shopping centers, and car parks.  The Company also produces and sells cough syrup and health care products.  In addition,  Wang On Group invests in properties and retails pork.

Baan Rock Garden Pcl develops residential real estate in Thailand.  The Company develops townhouses, detached homes, and semi-detached homes.

Sunwood Corporation develops and sells multi-residential condominiums mainly in the heart of Tokyo.

ITC Properties Group Limited develops and invests in residential and commercial property.

Asian Pac Holdings Berhad is an investment holding company.  The Company, through its subsidiaries, provides property investment and development as well as rents out bungalow.

WILL, Co., Ltd. mainly provides real estate brokerage services in Kansai area. The Company also develops and sells condominium, offers housing renovation services, and acts as housing insurance and loan agent.

Ambition Corporation develops, sells and leases condominiums. The Company develops, renovates and sells used condominiums.

PT Modernland Realty Tbk develops and sells real estates as well as operates a golf course and a country club. The Company's real estate projects include Taman Modern, Kota Modern, Bukit Modern, and Padang Golf Modern.

Ying Li International Real Estate Ltd. develops, owns and manages shopping malls and offices in China. The Company also specializes in urban renewal projects.

Ying Li International Real Estate Ltd (YINGLI SP)

Fantasia Holdings Group Company Ltd. is a property developer and provider of real estate agency and property management services in the Peoples Republic of China. The Company develops urban commercial complexes and residential properties in Chengdu-Chongqing Economic Zone, the Pearl River Delta region, the Yangtze River Delta region and the Beijing-Tianjin metropolitan region.

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Fantasia Holdings Group Co (1777 HK)

China Property Market Indicators Dashboard: November Vs October Data

See Attachment - in our monthly Dashboard of indicators to assess dynamics of the residential new home sales market we look at house price growth,...

Robert Ciemniak

China Data: New Home Sales Growth Slower But At Record Levels, Land Sales Still Very Low

Based on latest NBS data released this morning: In November, national new home (“commercial residential”) sales GFA increased 7.7% YoY and 24.5%...

Robert Ciemniak

China Property: New House Price Data Shows Policy Tightening Gradually Making Impact

Latest data from SouFun-CREIS released today shows the average house price in November increased 18.7% y-o-y, as measured by the 100 Cities Index,...

Robert Ciemniak

Outlook for Chinese Real Estate: Maybe at a Tipping Point and Headed for Significant Fall

We at Riedel Research are not China bears and do have never been believers in a 'hard landing' there - however, we have identified an disturbing...

David Riedel

China Property - Signs Of Cooling In the Hottest Shenzhen Residential Market?

Back in June, we pointed at a likely turning point in the residential property market cycle in the booming city of Shenzhen, primarily on the back...

Robert Ciemniak

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52-week Range

Market Cap (USDm)

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