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>This note is a weekly (select weeks on SK) 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 summarise the information. See direct links to the sources</li>
</ul>


This note is a weekly (select weeks on SK) 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 summarise the information. See direct links to the sources


REF China Property Developers In Distress - Weekly News & Announcements Tracker | July 24-30, 2026

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in margin trading positions of A-share stocks as of Oct 9th. The aggregated net margin trading position is USD341,906m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in ANHUI JIANGHUAI AUTOMOBILE, SHARETRONIC DATA TECHNOLOGY, YUANJIE SEMI, SUZHOU EVERBRIGHT PHOTONICS, GIGADEVICE SEMICONDUCTOR.</li>
</ul>


We analyzed the changes in margin trading positions of A-share stocks as of Oct 9th. The aggregated net margin trading position is USD341,906m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in ANHUI JIANGHUAI AUTOMOBILE, SHARETRONIC DATA TECHNOLOGY, YUANJIE SEMI, SUZHOU EVERBRIGHT PHOTONICS, GIGADEVICE SEMICONDUCTOR.


A-Share Margin Trading Weekly (Oct 9th): ANHUI JIANGHUAI AUTOMOBILE, SHARETRONIC DATA TECHNOLOGY

<ul>
<li>We analyse the changes of A-H premium on 200 stocks over the last week. The average A-H premium was 92.3% as of Oct 9th.</li>
<li>The average A-H premium changed by 3.7ppt week-on-week, led by materials, industrials, utilities.</li>
<li>We highlight weekly changes in A-H premium for Innocare, Ganfenglithium, China East Air, Yofc.</li>
</ul>


We analyse the changes of A-H premium on 200 stocks over the last week. The average A-H premium was 92.3% as of Oct 9th.
The average A-H premium changed by 3.7ppt week-on-week, led by materials, industrials, utilities.
We highlight weekly changes in A-H premium for Innocare, Ganfenglithium, China East Air, Yofc.


A-H Premium Weekly (Oct 9th): Innocare, Ganfenglithium, China East Air, Yofc

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

<ul>
<li>JD has made a significant investment by acquiring a £197 million property in West London for its new UK headquarters.</li>
<li>Hong Kong's ITC is set to develop a 1GW data center campus in Jiangsu, focusing on enhancing digital transformation efforts.</li>
<li>Link REIT has divested a 50% stake in Sydney's 100 Market Street for $158 million, while SC Capital bought a luxury compound in Hong Kong for $39 million.</li>
</ul>


JD has made a significant investment by acquiring a £197 million property in West London for its new UK headquarters.
Hong Kong's ITC is set to develop a 1GW data center campus in Jiangsu, focusing on enhancing digital transformation efforts.
Link REIT has divested a 50% stake in Sydney's 100 Market Street for $158 million, while SC Capital bought a luxury compound in Hong Kong for $39 million.


Asia Real Estate Tracker (23-Jul-2026): JD acquires £197M HQ in West London.

REF China Property Developers In Distress - Weekly News & Announcements Tracker | July 10-16, 2026

China

China Vanke Co., Ltd. operates real estate development businesses.  The Company provides housing renovation, housing loans, real estate brokerage, and other businesses. China Vanke also operates logistics, material supply, and other businesses.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

China Vanke (000002 CH)

REF China Property Developers In Distress - Weekly News & Announcements Tracker | July 24-30, 2026

This note is a weekly (July 24-30, 2026; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

A-H Premium Weekly (Oct 9th): Innocare, Ganfenglithium, China East Air, Yofc

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Innocare, Ganfenglithium, China East Air, Yofc.

Ke Yan, CFA, FRM

Asia Real Estate Tracker (23-Jul-2026): JD acquires £197M HQ in West London.

JD has acquired a £197 million property for its UK HQ, while ITC plans a 1GW data center in Jiangsu, GPIF backs Advantage Partners' $123 million...

Asia Real Estate Tracker

REF China Property Developers In Distress - Weekly News & Announcements Tracker | July 10-16, 2026

This note is a weekly (July 10-16, 2026; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

REF China Property Developers In Distress - Weekly News & Announcements Tracker | July 24-30, 2026

This note is a weekly (July 24-30, 2026; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

A-Share Margin Trading Weekly (Oct 9th): ANHUI JIANGHUAI AUTOMOBILE, SHARETRONIC DATA TECHNOLOGY

We analyzed A-share margin trading positions report for the past week and highlighted ANHUI JIANGHUAI AUTOMOBILE (600418 CH), SHARETRONIC DATA...

Ke Yan, CFA, FRM

A-H Premium Weekly (Oct 9th): Innocare, Ganfenglithium, China East Air, Yofc

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Innocare, Ganfenglithium, China East Air, Yofc.

Ke Yan, CFA, FRM

Asia Real Estate Tracker (23-Jul-2026): JD acquires £197M HQ in West London.

JD has acquired a £197 million property for its UK HQ, while ITC plans a 1GW data center in Jiangsu, GPIF backs Advantage Partners' $123 million...

Asia Real Estate Tracker

REF China Property Developers In Distress - Weekly News & Announcements Tracker | July 10-16, 2026

This note is a weekly (July 10-16, 2026; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak