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Red Star Macalline Group Corp (1528 HK)
Watchlist
128
Analysis
Real Estate
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China
Red Star Macalline Group Corporation Limited operates a network of specialist home improvement segment and home furnishing shopping malls across China.
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bullish
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Thematic (Sector/Industry)
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31 Oct 2016 16:15
China Property: Some Tier-2 Cities Now Clear Inventory Faster Than Tier-1, Driven By Volume Spikes
The pace of inventory clearing of 'commercial residential' properties in select 12 major cities (number determined by data availability for longer...
Robert Ciemniak
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167 Views
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bullish
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Thematic (Sector/Industry)
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31 Oct 2016 10:35
Land Sales Growth In China Remains Low Despite Strong House Price Growth (Jan-Sep)
Despite strong increases in house prices, the land sales growth in China looks relatively low in the latest January-September data.The land sales...
Robert Ciemniak
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237 Views
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bullish
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Thematic (Sector/Industry)
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29 Oct 2016 17:31
China's Housing Boom Overshooting on Land and New Housing Shortage - 28th Oct 2016
We've been bullish on Chinese housing since Q2-2015 - rapidly shrinking inventories since then offer fundamental support, although price growth...
Sean Maher
184 Views
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bullish
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Thematic (Sector/Industry)
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28 Oct 2016 16:30
China Property Market Indicators Dashboard (September Vs August)
See Attachment - in our monthly Dashboard of indicators to assess dynamics of the residential new home sales market we look at house price growth,...
Robert Ciemniak
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146 Views
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bearish
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Thematic (Sector/Industry)
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27 Oct 2016 12:56
China Property Data In Motion: How Sales Volumes Growth Leads House Price Growth: 2012-2016 Cycles
In the animated chart below, we visually demonstrate an interesting pattern of house price growth and sales volume growth (in gross floor area...
Robert Ciemniak
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158 Views
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