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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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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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bearish
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Thematic (Sector/Industry)
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25 Aug 2016 17:02
China Property: Which Cities Perform Best On New Home Sales Price And Volume Growth (July Data)?
In our CityScreener(TM) monthly ranking of cities, we assess the housing markets in 54 major cities in China on four metrics: 12-month house price...
Robert Ciemniak
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168 Views
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