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.

China New Home Sales Turn Positive As Major Property Developers See Rising Sales in June

China Holds Unprecedented Meeting on Real Estate Work

China New Home-Price Growth Slows in July

Thematic (Sector/Industry)

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

<p style="text-align: left;"> National Bureau of Statistics of China (NBS) data reveals continued broad improvement in May as the resumption of economic activity releases pent-up demand, particularly in China real estate sector.</p><ul>
<li>China's home prices rose at the fastest pace in seven months in May</li>
<li>Rong 360 data shows that national mortgage lending rate continues to decline in May</li>
</ul>

 National Bureau of Statistics of China (NBS) data reveals continued broad improvement in May as the resumption of economic activity releases pent-up demand, particularly in China real estate sector.
China's home prices rose at the fastest pace in seven months in May
Rong 360 data shows that national mortgage lending rate continues to decline in May


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

China Merchants Shekou Industr (001979 CH)

Signs of a Shift in China Housing Market