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Shanghai Industrial Devel A (600748 CH)
Watchlist
38
Analysis
Real Estate
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China
Shanghai Industrial Development Co., Ltd. develops, sells, and leases real estate properties.
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bearish
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Thematic (Sector/Industry)
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29 Nov 2016 15:34
China Property - Signs Of Cooling In the Hottest Shenzhen Residential Market?
Back in June, we pointed at a likely turning point in the residential property market cycle in the booming city of Shenzhen, primarily on the back...
Robert Ciemniak
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162 Views
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bearish
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Thematic (Sector/Industry)
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04 Nov 2016 04:36
Highlighting Risks Stemming From China's Overheating Property Market
In October the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 117.1, just above the depressed threshold of 116 indicating...
David Riedel
156 Views
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bearish
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Thematic (Sector/Industry)
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01 Nov 2016 00:49
Is China Property Finally Headed for a Correction? Policy Makers May Have Finally Pushed Too Far
Since late 2015 the outlook for the global economy has improved dramatically. Three key interdependent factors are largely responsible for this...
David Riedel
224 Views
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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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170 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
195 Views
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