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Shanghai Lingang Holdings-A (600848 CH)
Watchlist
14
Analysis
Real Estate
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China
Shanghai Lingang Holdings Co., Ltd develops various real estate projects. The Company constructs, sells, and leases buildings in industrial and economic zones throughout China.
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bullish
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Thematic (Sector/Industry)
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24 May 2019 17:30
China Housing: Highlights From the 'Baywatch' Report On The Greater Bay Area (GBA)
Following on from our original note on the Guangdong - Hong Kong - Macau Greater Bay Area (GBA) from the day of the blueprint announcement on...
Robert Ciemniak
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670 Views
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bullish
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Thematic (Sector/Industry)
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16 May 2019 16:42
China Housing: Volumes Growth Up, Land Sales Down, Prices Up (April NBS Data)
A commentary on the latest official data on China housing markets from the National Bureau of Statistics (NBS) released today and yesterday. Price...
Robert Ciemniak
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978 Views
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bullish
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Thematic (Sector/Industry)
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13 May 2019 19:12
China Housing: If Cities Were... Stocks - How Have City Tiers Impacted Returns In The Recent Years?
We assume that the growth in the house price index of 100 major cities represents the overall 'portfolio' return and calculate how removing Tier-1,...
Robert Ciemniak
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517 Views
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bearish
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Thematic (Sector/Industry)
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23 Nov 2018 16:00
China Housing: The Puzzling Price Growth - October NBS Data
Here's a puzzle. How come the NBS metrics show an accelerating house price growth in October when you hear all the news and anecdotes about...
Robert Ciemniak
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575 Views
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bearish
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Thematic (Sector/Industry)
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22 Oct 2018 12:17
China Housing: September Price And Volume Data Still Strong But Expect Weaker October
New home sales price and volume data for September released by the National Bureau of Statistics (NBS) last Friday and Saturday shows the average...
Robert Ciemniak
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417 Views
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