CR Mixc Lifestyle (1209 HK) – 1H23 Earnings Beat with Surprise in Dividend
The beat was due to 1.5ppts improvement in GPM to 33.2% powered by scale effect in shopping mall and office building segment.
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Asia Ex-Japan Real Estate: Hitting the Lows. China to India Rotation
Real Estate exposure is close to its lowest levels on record among active Asia Ex-Japan investors. As China Real Estate suffers an exodus, India...
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Property - Sales Show Recovery Sign, Banks May Help Semi-SOE
Yesterday, the developers surged 8% due to the Vanke’s news mentioned above. We believe news related to developers debt repayment will continue to...
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China Property Sector – NBS Dec data in line, still in bottoming process
The NBS (National Bureau of Statistics) property data was in-line in December 2023, the full year property sales value/property investment decline...
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China Property Sector – Expect New Policy in BJ/SH to Boost Secondary Market in Dec
Data from National Bureau of Statistics (NBS) in Nov was in line with market expectation, with property investment decline narrowed to -10.6% YoY...
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