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>The latest China housing metrics remain weak, 'less negative' by some 12M measures, in line with our forecast from December 2022 data, but watch out for some major data twists</li>
<li>The expanding easing of policies is still far from a major stimulus, and the ‘whitelist’ to support certain developers indicates a selective approach by the policymakers, focused on "risk prevention"</li>
<li>The market for new home sales (mostly pre-sales) diverges from the secondary market, and the policy steers toward affordable housing, public facilities, urban village renovation</li>
</ul>


The latest China housing metrics remain weak, 'less negative' by some 12M measures, in line with our forecast from December 2022 data, but watch out for some major data twists
The expanding easing of policies is still far from a major stimulus, and the ‘whitelist’ to support certain developers indicates a selective approach by the policymakers, focused on "risk prevention"
The market for new home sales (mostly pre-sales) diverges from the secondary market, and the policy steers toward affordable housing, public facilities, urban village renovation


China Property - The Latest Signals In The Housing Markets, Data Caveats | December 2023

<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 | Dec 15-21, 2023

China Property Developers In Distress - Weekly News & Announcements Tracker | Dec 1-7, 2023

China Property Developers In Distress - Weekly News & Announcements Tracker | Nov 17-23, 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

Macroeconomics

<ul><li>China’s housing sales continued to slide in October, a traditionally peak month for the real estate sector, showing that recent supportive government policies failed to boost the ailing property market.</li><li>Commercial housing sales by area in October declined 28.4% from September to 77.73 million square meters, according to data released Wednesday by the National Bureau of Statistics (NBS).</li><li>September and October are usually two months of upbeat property sales and are known as “Golden September and Silver October.</li></ul>

China’s housing sales continued to slide in October, a traditionally peak month for the real estate sector, showing that recent supportive government policies failed to boost the ailing property market.Commercial housing sales by area in October declined 28.4% from September to 77.73 million square meters, according to data released Wednesday by the National Bureau of Statistics (NBS).September and October are usually two months of upbeat property sales and are known as “Golden September and Silver October.

China Housing Market’s ‘Silver October’ Tarnishes 

China

China Evergrande Group was a major Chinese property developer, known for large-scale residential projects and diversified operations in property management, new energy vehicles, cultural tourism, and health industries. The company was founded in 1996 and was headquartered in Shenzhen, China.

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China Evergrande (3333 HK)

China Property - The Latest Signals In The Housing Markets, Data Caveats | December 2023

What's the latest with China's housing markets and what data caveats to watch for? In this note, we draw on the range of data metrics and our...

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | Dec 15-21, 2023

A weekly (Dec 15-21, 2023) curated selection of Chinese news articles and company announcements focused on developers in distress

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | Dec 1-7, 2023

A weekly (Dec 1-7, 2023) curated selection of Chinese news articles and company announcements focused on developers in distress.

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | Nov 17-23, 2023

A weekly (Nov 16-23) curated selection of Chinese news articles and company announcements focused on developers in distress

Robert Ciemniak

China Housing Market’s ‘Silver October’ Tarnishes

China’s housing sales continued to slide in October, a traditionally peak month for the real estate sector, showing that recent supportive...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)