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Shanghai Chengtou Holding Co (600649 CH)
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77
Analysis
Real Estate
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China
Shanghai SMI Holding Co., Ltd. designs, constructs water pumping stations and property development as the main business.
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bullish
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Thematic (Sector/Industry)
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07 Sep 2016 19:33
China House Prices Keep Rising: 13.8% Y/Y In August Vs 12.4% in July (SouFun 100 Cities Index)
In August, average house price increased 13.8% y/y, as measured by the SouFun-CREIS 100 Cities Index, compared to 12.4% the previous month. It is...
Robert Ciemniak
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196 Views
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bearish
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Thematic (Sector/Industry)
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07 Sep 2016 18:01
China Property - Further Signs Of Gradual Policy Tightening
Over the past 10 years, China property prices, as measured by indices of average prices of new homes sales, have followed in a fairly consistent...
Robert Ciemniak
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183 Views
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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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181 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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319 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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175 Views
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