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Guotai Junan Securities (2611 HK)
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Analysis
Financials
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China
Guotai Junan Securities Co.,Ltd. provides financial services. The Company offers corporate finance, fixed income securities, asset management, risk management, and other services. Guotai Junan Securities Company serves clients throughout China.
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bearish
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Thematic (Sector/Industry)
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30 Aug 2016 16:58
Weekly China Property Data For August Points At Further Gradual Slowdown In National Sales Growth
The weekly data from SouFun-CREIS survey on new home sales in 35 major cities for the four weeks August 1 - 28 (Weeks 32-35) shows a further,...
Robert Ciemniak
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180 Views
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bullish
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Thematic (Sector/Industry)
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30 Aug 2016 08:25
China Property: Land Sales Growth Remains Muted (Jan-Jul Data)
For January-July 2016 period (latest complete data), overall land sales of residential (incl. mixed use) land GFA in 40 major cities (Tier-1 and...
Robert Ciemniak
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175 Views
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bearish
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Thematic (Sector/Industry)
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29 Aug 2016 09:33
13 Major Cities In China Seem To Be Clearing Inventory Well (Latest July Data)
In July the 13 major cities in China continued to clear inventory at a strong pace. Not only the months-to-clear remained at low levels but also...
Robert Ciemniak
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316 Views
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bearish
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Thematic (Sector/Industry)
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26 Aug 2016 15:18
China Property - Leveraging The Households
It's the households that are increasing leverage by taking on more mortgage debt, relative to the growth in new home sales, whereas the developers'...
Robert Ciemniak
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174 Views
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bearish
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Macroeconomics
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26 Aug 2016 06:44
FX Update: Portfolio Inflows into China Down 60%
Despite the small year to date decline of the RMB and the relative uncaring attitude of the market, there are reasons so suspect the underlying...
Christopher Balding
158 Views
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