Guangzhou R&F: Repricing The Business Model
Guangzhou R&F (“the group” or “R&F”) is a mid-sized Chinese property developer with a strong entrenched product and execution track record...
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Caesars Entertainment: Ex-Bankruptcy, the Stock Is Cheap, but Masks Risk: Asia Pivot Key
The stock is cheapest among peers but will the new owners hang in? There clearly is a runway here for gain based on fundamental restructuring of...
382 Views
Further Fall Expected in Chinese Property Stocks
The past 2 weeks have been a volatile period for Asian equity markets, Chinese property developer in particular. Acquisition clamping down on HNA...
172 Views
Names that Brokeout Yesterday 7/20/2017 in Asia - 4 HK/China Property Names Made the List....
We screened for names that brokeout on strong volume yesterday. We define a breakout when a stock hits its 30-day high and has not hit a 30-day...
297 Views
China Housing: The Cyclicality of City-Level Markets
Chinese housing markets have been highly cyclical and the cycles relatively short. We apply our China Housing Eye(TM) property-clock-type...
308 Views