Analyst

Steve Zhou, CFA

15 years of experience in both buy and sell-side in Asia.

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/china-vanke-co-ltd-h" target="_blank" data-smartkarma-citation="entities:18368:1" rel="noopener">China Vanke (H) (2202 HK)</a> saw a major drop in bond and stock prices recently, due to fear of default. </li>
<li>Yesterday, the company held a conference call, with representatives from Shenzhen SASAC and Shenzhen Metro (major shareholder of Vanke and owned by Shenzhen SASAC) participating in the call.</li>
<li>The strong support shown by Shenzhen SASAC/Shenzhen Metro represents a good short-term buying opportunity, for both Vanke stock and bonds. </li>
</ul>



China Vanke (H) (2202 HK) saw a major drop in bond and stock prices recently, due to fear of default. 
Yesterday, the company held a conference call, with representatives from Shenzhen SASAC and Shenzhen Metro (major shareholder of Vanke and owned by Shenzhen SASAC) participating in the call.
The strong support shown by Shenzhen SASAC/Shenzhen Metro represents a good short-term buying opportunity, for both Vanke stock and bonds. 


China Vanke (2202 HK):  Short Term Trading Opportunity Post Conference Call