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Poly Real Estate Group Co., Ltd (600048 CH)
Watchlist
167
Analysis
Real Estate
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China
Poly Real Estate Group Co., Ltd. mainly develops and sells residential homes. The company is also in the business of leasing and rental of real estates, and property management.
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bearish
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Thematic (Sector/Industry)
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12 Jul 2017 10:48
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...
Robert Ciemniak
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308 Views
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bearish
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Thematic (Sector/Industry)
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06 Jul 2017 12:11
China Property: The Case Of Shanghai - July Update
In December last year, we assessed market conditions for the housing (new homes sales) market in Shanghai. Some six months later, we are looking at...
Robert Ciemniak
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177 Views
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bearish
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Thematic (Sector/Industry)
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03 Jul 2017 15:56
China Property: New Homes Sales Volumes Slow Down, Diverge Across Tiers and Cities (June/May Data)
In this note, we continue looking in greater detail into the dynamics of new home sales volumes in China in gross floor area terms with the latest...
Robert Ciemniak
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157 Views
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bearish
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Thematic (Sector/Industry)
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19 Jun 2017 12:24
China House Price Growth: Today's NBS Data for May Shows Only Slight Deceleration Y/Y, Same Pace M/M
New house price indices data from China's National Bureau of Statistics (NBS) for April for 70 major cities and calculations of the aggregate...
Robert Ciemniak
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186 Views
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bullish
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Thematic (Sector/Industry)
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14 Jun 2017 13:27
China Property: Today's New Data For May - Further (Slight) Deceleration In Volumes
National Bureau of Statistics of China (NBS) released the new data today for new home sales and land sales for May. In May, national new home...
Robert Ciemniak
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178 Views
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