Equity Research in HK and Mainland China

Li Tang

Highly experienced sell-side analyst with more than ten years of experience in the field of China’s in-depth policy-driven macro research in China (Beijing) .
Covering in equity research in HK and Mainland market mainly real estate, construction,steel sector.
The Ideas generation based on an analysis of China’s future direction and policy decisions fundamental analysis on sector impact, market drivers, timing and scale, combined with quantitative analysis.

Developers Informed by Banks that M&A Loans Are Excluded from Three Red Lines

COVID-19/ Economy/ CCP/ Environment/ Lunar

Sino-Indian Tensions: Sleepwalking into a Crisis?

China State-Owned Developer Plans to Issue M&A Bonds on Interbank Market

Developers Said To Plan Raising Funds Through Interbank Debt Issuance

Developers Said to Propose Offshore Bond Extension to Regulators

Thematic (Sector/Industry)

China Real estate management and development / Thematic (Sector/Industry)

<ul>
<li>PBOC and CBIRC  reportedly jointly issued a "Notice on Doing a Good Job in Financial Services for the Mergers and Acquisitions of Risk Disposal Projects of Key Real Estate Enterprises.</li>
<li>The notice focused on encouraging high-quality developers to merge with or acquire high-quality projects of vulnerable counterparts that have encountered operational difficulties.</li>
<li>The Notice is aiming to restore confidence among local homebuyers in the presale system, support the local economy and reduce bad debt</li>
</ul>


PBOC and CBIRC  reportedly jointly issued a "Notice on Doing a Good Job in Financial Services for the Mergers and Acquisitions of Risk Disposal Projects of Key Real Estate Enterprises.
The notice focused on encouraging high-quality developers to merge with or acquire high-quality projects of vulnerable counterparts that have encountered operational difficulties.
The Notice is aiming to restore confidence among local homebuyers in the presale system, support the local economy and reduce bad debt


Poly Real Estate Group Co., Ltd (600048 CH)

China Merchants Shekou Industr (001979 CH)

China Encourage Real Estate Project-Level M&A