Guangzhou R&F: Repricing The Business Model
Guangzhou R&F (“the group” or “R&F”) is a mid-sized Chinese property developer with a strong entrenched product and execution track record...
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Names that Brokeout Yesterday 7/20/2017 in Asia - 4 HK/China Property Names Made the List....
We screened for names that brokeout on strong volume yesterday. We define a breakout when a stock hits its 30-day high and has not hit a 30-day...
297 Views
High Leverage Property Developer and Rural Bank Stocks in China: Smells Like Trouble?
This time could be DIFFERENT!For years, investors have shorted Chinese property companies due to the excess capacity. Excess capacity is still...
360 Views
The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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China Real Estate - Driver of Stabilization in 2016 - What About 2017? - Select Value Opportunities
Chinese Real Estate Companies Face Challenges After a Strong 2016 At an annual economic policymaking conference in September, Beijing said that...
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