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Sunac China Holdings (1918 HK)
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696
Analysis
Real Estate
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China
Sunac China Holdings Limited is a real estate development company.
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bearish
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Thematic (Sector/Industry)
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03 Feb 2018 09:20
Exports Driven Chinese Housing Market Stabilization; Expect Liquidity Tightening After Luna New Year
Consistently throughout our coverage of the housing market in China, we made it clear that: 1) the real estate market is the lynch pin of the...
JL Warren Capital
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127 Views
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bullish
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Agricultural Bank Of China
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29 Jan 2018 03:44
Quiddity Weekly H/A: Discounts & Southbound Flows 20180126
This is a new H/A Spread monitor project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and...
Travis Lundy
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365 Views
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bullish
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Kaisa Group Holdings
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26 Jan 2018 10:06
Kaisa(-Ga) Group: Through Fire and Brimstone
Kaisa Group (“Kaisa”) will probably go down in history as one of the most curious situations in the market. In our view, the company can certainly...
Bondcritic
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226 Views
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bearish
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CIFI Holdings
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26 Jan 2018 07:42
Ci Fi Ho Hum : CIFI (884 HK) Goes to Market... Surprise!
Once upon a time there was a real estate developer which IPOed in Hong Kong (IPOed in late 2012) which had a habit of releasing a short statement...
Travis Lundy
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177 Views
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bearish
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Thematic (Sector/Industry)
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14 Jan 2018 05:16
China's Credit Tightening & Local Housing Policies to Support T2-3 City Urbanization
Post 19th Congress Credit Tightening & Housing Market DestockingWe expect the physical housing market activities nationwide to continue their...
JL Warren Capital
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104 Views
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