Helenbergh (海伦堡) Early Thoughts - The Usual Red Flag - Related Party Transactions
Helenbergh is looking to raise US$500m in its upcoming Hong Kong IPO. HLB is a real estate developer in China with exposure to mostly first and...
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China Housing: Volumes Growth Up, Land Sales Down, Prices Up (April NBS Data)
A commentary on the latest official data on China housing markets from the National Bureau of Statistics (NBS) released today and yesterday. Price...
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China Housing: If Cities Were... Stocks - How Have City Tiers Impacted Returns In The Recent Years?
We assume that the growth in the house price index of 100 major cities represents the overall 'portfolio' return and calculate how removing Tier-1,...
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China Housing - April 2019 Commentary
Based on March and partial weekly April data, in this monthly China Housing commentary, we give our take on the overall housing market performance,...
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China Housing: Price Growth Slowing Down, With YTD Y/Y Decline In Volumes
The data released by NBS over the past 2 days shows the market for new home sales in China continues to slow down, with volumes in decline on a...
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