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China Vanke (H) (2202 HK)
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Analysis
Real Estate
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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.
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bearish
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Thematic (Sector/Industry)
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23 Nov 2017 15:34
In Pursuit Of Patterns (Part 3): Housing Market Indicators Vs Developer Stock Prices
In this series of notes, we reveal some interesting patterns (or lack thereof) we find among the key indicators for the China's housing markets...
Robert Ciemniak
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249 Views
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bearish
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Thematic (Sector/Industry)
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21 Nov 2017 08:37
In Pursuit Of Patterns (Part 2): Predictive Powers In China House Prices, Sales Volumes, Land Sales
In this series of notes, we reveal some interesting patterns (or lack thereof) we find among the key indicators for the China's housing markets...
Robert Ciemniak
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240 Views
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bearish
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Thematic (Sector/Industry)
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18 Nov 2017 11:32
China House Price Growth Decelerated Further Y/​Y But Accelerated M/M - Today's NBS Data For October
Today's NBS house price data for October continues to show the further deceleration of the house price growth across 70 major cities but with a...
Robert Ciemniak
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218 Views
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bearish
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Thematic (Sector/Industry)
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17 Nov 2017 17:43
China Weekly Property Sales Data (13 Cities To Nov 12) - Less Negative YTD Y/Y and 4W Y/Y
The weekly data on new home sales in select 13 major cities (based on the underlying data from SouFun-CREIS) for the week ending November 12, shows...
Robert Ciemniak
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192 Views
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bullish
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AVIC International Holdings
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16 Nov 2017 08:38
AVIC - Let's All Go To The Yard Sale
Ongoing restructuring and events suggest it is too early to call time on Avic International Holdings Ltd (161 HK), despite a 116% gain since the...
David Blennerhassett
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550 Views
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