CSI All Share Real Estate Sector Index Rebalance Preview: Multiple Changes in June
There could be 8 adds and 3 deletes for the index in June. Estimated one-way turnover is 3.2% at the rebalance leading to a round-trip trade of CNY...
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Asia Real Estate Tracker (23-Apr-2026): Keppel Sells East Coast Mall for $292M to Tycoon's Fund
Keppel sold East Coast Mall for $292M, ESR launched a $235M fund for Shanghai and Suzhou properties, and Bain Capital with CPPIB backed a $750M...
114 Views
CSI 100 Index Earning Revision (May): CHINA STATE CONSTRUCTION ENGINEERING, TONGWEI, SERES, CSSC
We analyzed CSI 100's consensus for May 2026 and highlighted changes of EPS in CHINA STATE CONSTRUCTION ENGINEERING (601668 CH), CHONGQING ZHIFEI...
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Property - Policy Speculation + Favourable Data Release = Stock Uptrend with Volatility
Following a series of easing policy combinations from the government, various cities have continued to implement easing measures.
336 Views
Property - MOHURD Meeting Below Expectation; Expect a Volatile Uptrend for the Sector in 4Q
The MOHURD press conference yesterday highlighted the acceleration of existing policy implementation with few new measures, thus falling short of...
516 Views