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.

Cybersecurity/ Evergrande/ Covid/ Environment/ Hong Kong

China Province Swiftly Revokes Property-Supporting Measures

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

Developers Said To Plan Raising Funds Through Interbank Debt Issuance

Thematic (Sector/Industry)

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

<ul>
<li>Wang Menghui, Minister of MOHURD, gave an interview with Xinhua News .</li>
<li>As ministry did not release the report of their post-CEWC meeting, his words in the interview help set the tone for their work plans for next year.</li>
<li>He reiterated that "houses are for living in, not speculation" and "refrain from using real estate as a short-term means for stimulating the economy".</li>
</ul>


Wang Menghui, Minister of MOHURD, gave an interview with Xinhua News .
As ministry did not release the report of their post-CEWC meeting, his words in the interview help set the tone for their work plans for next year.
He reiterated that "houses are for living in, not speculation" and "refrain from using real estate as a short-term means for stimulating the economy".


China Overseas Land & Investment (688 HK)

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

Anhui Honglu Steel Construction Group (002541 CH)

Beijing New Building Materials (000786 CH)

China Housing Ministry Flags Key Tasks for Next Year