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)

A commentary on the latest official data on China housing markets from the National Bureau of Statistics (NBS) released today and yesterday. Price growth accelerated marginally year-on-year, with a stable growth month-on-month. New home sales (in gross floor area) growth picked up. Land sales (land acquisitions by developers) stayed negative year-to-date year-on-year after the big drop in recent months.

A commentary on the latest official data on China housing markets from the National Bureau of Statistics (NBS) released today and yesterday. Price growth accelerated marginally year-on-year, with a stable growth month-on-month. New home sales (in gross floor area) growth picked up. Land sales (land acquisitions by developers) stayed negative year-to-date year-on-year after the big drop in recent months.

China Housing: Volumes Growth Up, Land Sales Down, Prices Up (April NBS Data)

We assume that the growth in the house price index of 100 major cities represents the overall 'portfolio' return and calculate how removing Tier-1, Tier-2, Tier-3/Other cities from the 'portfolio' would have impacted the return for March 2018 - March 2019 and December 2016 - March 2019 periods.

We assume that the growth in the house price index of 100 major cities represents the overall 'portfolio' return and calculate how removing Tier-1, Tier-2, Tier-3/Other cities from the 'portfolio' would have impacted the return for March 2018 - March 2019 and December 2016 - March 2019 periods.

China Housing: If Cities Were... Stocks - How Have City Tiers Impacted Returns In The Recent Years?

Based on March and partial weekly April data, in this monthly China Housing commentary, we give our take on the overall housing market performance, its drivers and the outlook, focusing on housing specific metrics.

Based on March and partial weekly April data, in this monthly China Housing commentary, we give our take on the overall housing market performance, its drivers and the outlook, focusing on housing specific metrics. 

The data released by NBS over the past 2 days shows the market for new home sales in China continues to slow down, with volumes in decline on a year-to-date year-on-year measure for January-February. Price growth is slowing month-on-month, though by one measure still rising faster year-on-year.

The data released by NBS over the past 2 days shows the market for new home sales in China continues to slow down, with volumes in decline on a year-to-date year-on-year measure for January-February. Price growth is slowing month-on-month, though by one measure still rising faster year-on-year.

China Housing: Price Growth Slowing Down, With YTD Y/Y Decline In Volumes

The long-awaited outline of the development plans for the Guangdong - Hong Kong - Macau Greater Bay Area (GBA) was announced Monday evening local time. In this note, we look at the China housing market dynamics in the key 8-9 cities on the mainland and the land acquisition activity by the major developers.

The long-awaited outline of the development plans for the Guangdong - Hong Kong - Macau Greater Bay Area (GBA) was announced Monday evening local time. In this note, we look at the China housing market dynamics in the key 8-9 cities on the mainland and the land acquisition activity by the major developers.

China Housing In The Guangdong - Hong Kong - Macau Greater Bay Area (GBA)

China

Midea Real Estate Holding Limited is an investment holding company that provides property management services, asset operation, real estate technology, and project management services. The company has transitioned to an asset-light model, focusing on integrated property services and smart living solutions. It was founded in 2004 and is headquartered in Foshan, China.

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Midea Real Estate Holding (3990 HK)

China Housing: Volumes Growth Up, Land Sales Down, Prices Up (April NBS Data)

A commentary on the latest official data on China housing markets from the National Bureau of Statistics (NBS) released today and yesterday. Price...

Robert Ciemniak

China Housing: If Cities Were... Stocks - How Have City Tiers Impacted Returns In The Recent Years?

We assume that the growth in the house price index of 100 major cities represents the overall 'portfolio' return and calculate how removing Tier-1,...

Robert Ciemniak

China Housing - April 2019 Commentary

Based on March and partial weekly April data, in this monthly China Housing commentary, we give our take on the overall housing market performance,...

Robert Ciemniak

China Housing: Price Growth Slowing Down, With YTD Y/Y Decline In Volumes

The data released by NBS over the past 2 days shows the market for new home sales in China continues to slow down, with volumes in decline on a...

Robert Ciemniak

China Housing In The Guangdong - Hong Kong - Macau Greater Bay Area (GBA)

The long-awaited outline of the development plans for the Guangdong - Hong Kong - Macau Greater Bay Area (GBA) was announced Monday evening local...

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)