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>Monetary / Caixin Explains: Why and how China’s overhauling monetary policy (Part 2)</li><li>Housing /: Guangzhou district uses quasi-Hukou to lure new homebuyers</li><li>Land /: Shanghai plot in high-end district breaks 2016 price record</li></ul>

Monetary / Caixin Explains: Why and how China’s overhauling monetary policy (Part 2)Housing /: Guangzhou district uses quasi-Hukou to lure new homebuyersLand /: Shanghai plot in high-end district breaks 2016 price record

CX Daily: Why and How China’s Overhauling Monetary Policy (Part 2) 

Senior Credit Analyst, Lucror Analytics

Leonard Law, CFA

Senior Credit Analyst

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

Credit

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.<ul><li><a href='#lucror-entity-8954'>Greentown China</a></li><li><a href='#lucror-entity-20844'>Medco Energi</a></li><li><a href='#lucror-entity-22202'>Vedanta Resources</a></li></ul>

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.Greentown ChinaMedco EnergiVedanta Resources

Morning Views Asia: Greentown China, Medco Energi, Vedanta Resources

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

Thematic (Sector/Industry)

<ul><li>The Politburo meeting re-emphasized the need for inventory reduction and ensuring project completions.</li><li>The latter saw breakthroughs with a stalled residential project in Nanjing returning down payments to homebuyers.</li><li>This success was enabled by stringent oversight of presale regulatory funds and enhanced legal protection for homebuyers.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The Politburo meeting re-emphasized the need for inventory reduction and ensuring project completions.The latter saw breakthroughs with a stalled residential project in Nanjing returning down payments to homebuyers.This success was enabled by stringent oversight of presale regulatory funds and enhanced legal protection for homebuyers.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Property - Weekly Highlight: Sales Decline May Narrow in Aug

<ul><li>Relaxation of demand-related policies continued in high-tier cities and financing related policy saw tangible progress.</li><li>High-frequency data showed that both primary and secondary home sales have narrowed 1ppt on its YTD decline to -41%/-14% as of 21 May.</li><li>It seems that the full removal of purchase restrictions is showing a positive impact. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Relaxation of demand-related policies continued in high-tier cities and financing related policy saw tangible progress.High-frequency data showed that both primary and secondary home sales have narrowed 1ppt on its YTD decline to -41%/-14% as of 21 May.It seems that the full removal of purchase restrictions is showing a positive impact. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Property - Chengdu & Hangzhou Show Initial Improvement After Removal of Purchase Restrictions

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

<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 | May 10-16, 2024

China

Greentown China Holdings Ltd. develops real estate.  The Company builds residential villas, low-rise apartment buildings, and high-rise apartment buildings for middle and high-income people.

Price Gauge
52-week Range	0.00 - 0.00
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Greentown China (3900 HK)

CX Daily: Why and How China’s Overhauling Monetary Policy (Part 2)

TOP STORY Monetary / Caixin Explains: Why and how China’s overhauling monetary policy (Part 2) China’s central bank is starting a major overhaul...

Caixin Global

Morning Views Asia: Greentown China, Medco Energi, Vedanta Resources

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...

Lucror Analytics

Property - Weekly Highlight: Sales Decline May Narrow in Aug

The Politburo meeting re-emphasized the need for inventory reduction and ensuring project completions. The latter saw breakthroughs with a stalled...

CMB International

Property - Chengdu & Hangzhou Show Initial Improvement After Removal of Purchase Restrictions

High-frequency data showed that both primary and secondary home sales have narrowed 1ppt on its YTD decline to -41%/-14% as of 21 May.

CMB International

China Property Developers In Distress - Weekly News & Announcements Tracker | May 10-16, 2024

This note is a weekly (May 10-16, 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)