Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

Thematic (Sector/Industry)

<ul>
<li>A weekly curated selection of Chinese news articles and company announcements focused on developers in distress</li>
<li>We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market</li>
<li>We do not verify the underlying data or provide any opinion, we only select and summarize the information; see direct links to sources</li>
</ul>


A weekly curated selection of Chinese news articles and company announcements focused on developers in distress
We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market
We do not verify the underlying data or provide any opinion, we only select and summarize the information; see direct links to sources


China Property Developers In Distress - Weekly News & Announcements Tracker | 1-6 July 2023

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Natural gas /In Depth: China mulls scrapping fixed household gas rates as winter shortages loom</li><li>China-U.S. /: China, U.S. should prioritize setting up guiding principles for peaceful bilateral relationship, former Chinese ambassador says</li><li>Yellen /: Analysis: What does the market expect from Yellen’s China visit?</li></ul>

Natural gas /In Depth: China mulls scrapping fixed household gas rates as winter shortages loomChina-U.S. /: China, U.S. should prioritize setting up guiding principles for peaceful bilateral relationship, former Chinese ambassador saysYellen /: Analysis: What does the market expect from Yellen’s China visit?

CX Daily: China Mulls Scrapping Fixed Household Gas Rates as Winter Shortages Loom

<ul>
<li><strong>A weekly curated selection of Chinese news articles and company announcements, focused on developers in distress</strong></li>
<li>We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market</li>
<li>We do not verify the underlying data or provide any opinion, we only select and summarize the information; see direct links to sources</li>
</ul>


A weekly curated selection of Chinese news articles and company announcements, focused on developers in distress
We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market
We do not verify the underlying data or provide any opinion, we only select and summarize the information; see direct links to sources


China Property Developers In Distress - Weekly News & Announcements Tracker | 30 June 2023

Macroeconomics

<ul>
<li>Weekly new home sales data for select cities can serve as a good indicator for the direction of the monthly national-level data - published a few weeks later</li>
<li>Weekly data for 17 major cities with consistent data to the week ending June 25 shows the YTD y/y growth decelerated to +3% from +7% for the prior week</li>
<li>National NBS New Home Sales data for June is due mid-July, and the weekly figures suggest the monthly data would show further weakness on a YTD basis</li>
</ul>


Weekly new home sales data for select cities can serve as a good indicator for the direction of the monthly national-level data - published a few weeks later
Weekly data for 17 major cities with consistent data to the week ending June 25 shows the YTD y/y growth decelerated to +3% from +7% for the prior week
National NBS New Home Sales data for June is due mid-July, and the weekly figures suggest the monthly data would show further weakness on a YTD basis


China Property: Using Weekly Data To Predict Monthly Figures - What To Expect For June 2023

<ul>
<li>The May data was weak, though the 12-month Y/Y metrics keep showing improvements, "less negative"; everyone expects more stimulus, a big question is its scope and the extent</li>
<li>The indicators for land sales/acquisitions improved, though, on most metrics in May</li>
<li>May was the third month in a row with a downward revision to some 2022 data</li>
</ul>


The May data was weak, though the 12-month Y/Y metrics keep showing improvements, "less negative"; everyone expects more stimulus, a big question is its scope and the extent
The indicators for land sales/acquisitions improved, though, on most metrics in May
May was the third month in a row with a downward revision to some 2022 data


China Property - Today's Macro Property Data (NBS) For May

China

China Vanke Co., Ltd. is a property development company.  The Company develops residential properties in Shenzhen, Shanghai, Beijing, Tianjin, Shenyang, Nanjing, and other big cities in China.

Price Gauge
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China Vanke (H) (2202 HK)

China Property Developers In Distress - Weekly News & Announcements Tracker | 1-6 July 2023

A weekly curated selection of local Chinese news articles and company announcements focused on developers in distress and new interesting...

Robert Ciemniak

CX Daily: China Mulls Scrapping Fixed Household Gas Rates as Winter Shortages Loom

Natural gas /In Depth: China mulls scrapping fixed household gas rates as winter shortages loom China-U.S. /: China, U.S. should prioritize...

Caixin Global

China Property Developers In Distress - Weekly News & Announcements Tracker | 30 June 2023

A weekly curated summary of select local Chinese news articles and company announcements focused on developers in distress

Robert Ciemniak

China Property: Using Weekly Data To Predict Monthly Figures - What To Expect For June 2023

China Housing: What does the latest weekly new home sales data for select cities indicate for the national NBS figures for June due mid-July?

Robert Ciemniak

China Property - Today's Macro Property Data (NBS) For May

China released the official macro-property data today. We dissect the key metrics and read out the data, addressing the key data caveats.

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)