Property - Policy Speculation + Favourable Data Release = Stock Uptrend with Volatility
Following a series of easing policy combinations from the government, various cities have continued to implement easing measures.
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Property - MOHURD Meeting Below Expectation; Expect a Volatile Uptrend for the Sector in 4Q
The MOHURD press conference yesterday highlighted the acceleration of existing policy implementation with few new measures, thus falling short of...
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Property - Easing Policies May Boost Trading Sentiment in Short Term
The PBOC unveiled a string of property-related easing policies yesterday (24 Sep). We believe such policies may boost trading sentiment in the...
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(Mostly) Asia M&A, Aug 2024: Orora, Fuji Soft, J Tower, Seven & I, Taishin/Shin Kong, PropertyGuru
For the month of Aug, 10 new deals were discussed on Smartkarma with an overall deal size of just ~US$56bn. The average premium for the new deals...
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Last Week in Event SPACE: Shin Kong/Taishin Financial, Jardine Matheson, Toyota Motors, Huafa Props
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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