ChinaDaily Briefs

China: Alibaba Group, Agile Property Holdings, Yuexiu Property, Yuzhou Group and more

In today’s briefing:

  • China ADRs Delisting – SEC Sets the Clock Ticking and Sends China ADRs Tripping
  • Chinese Property Weekly – 11 March 2022 – Lucror Analytics
  • Chinese Property Weekly – 11 March 2022 – Lucror Analytics
  • Yuexiu Property – Earnings Flash – FY 2021 Results – Lucror Analytics
  • Weekly Wrap – 11 Mar 2022
  • Weekly Wrap – 11 Mar 2022

China ADRs Delisting – SEC Sets the Clock Ticking and Sends China ADRs Tripping

By Sumeet Singh

  • On 8th Mar 2022, Securities Exchange Commission (SEC) added five China ADR names to its provisional list of issuers under the Holding Foreign Companies Accountable Act (HFCAA).
  • There is nothing new about the list, on 2nd Dec 2021, SEC had issued final amendments to implement the HFCAA which had already spoken about the list and its implications.
  • In this note, we’ll talk about the latest developments its possible timelines and implications.

Chinese Property Weekly – 11 March 2022 – Lucror Analytics

By Charles Macgregor

The Chinese Property Weekly focuses on providing updates in the Chinese real-estate sector, including recent regulatory and company developments, top and bottom performers, rating actions, as well as a list of bond maturities in the next 30 days.


Chinese Property Weekly – 11 March 2022 – Lucror Analytics

By Charles Macgregor

The Chinese Property Weekly focuses on providing updates in the Chinese real-estate sector, including recent regulatory and company developments, top and bottom performers, rating actions, as well as a list of bond maturities in the next 30 days.


Yuexiu Property – Earnings Flash – FY 2021 Results – Lucror Analytics

By Charles Macgregor

Yuexiu Property​ (YXP) has released satisfactory FY 2021 results, given the weakness in the industry. Leverage edged up slightly, due to the issuance of new bonds in FY 2021. That said, the company continues to have access to external funding, thanks to its SOE status. In addition, a high proportion of its cash balance is freely available, with only 24% restricted under escrow accounts. We believe YXP has adequate liquidity and manageable refinancing risk.


Weekly Wrap – 11 Mar 2022

By Charles Macgregor

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.

In this Insight:

  1. Fosun International
  2. Times China
  3. Kwg Property Holding
  4. Logan Property Holdings
  5. Central China Real Estate

and more…


Weekly Wrap – 11 Mar 2022

By Charles Macgregor

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.

In this Insight:

  1. Fosun International
  2. Times China
  3. Kwg Property Holding
  4. Logan Property Holdings
  5. Central China Real Estate

and more…


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