BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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China Property 2018 Forecast - Mid-Year Update
In this note, we look back at the forecast / main scenario for China housing markets in 2018 that we outlined in January based off the November...
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Melco International Development: Liquidity Vs. Rising Debt
We initiate our coverage on Melco International Development Ltd (200 HK) (Melco) and its consolidated subsidiaries with an UNDERWEIGHT...
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The Latest On House Prices In China, With Today's NBS Data For April
The NBS house price indices data for 70 major cities for April was released earlier today and shows a slight slowdown in the year-on-year price...
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Country Garden: Benchmark Chinese HY Property Credit, New Build-To-Rent Business
We initiate our coverage on Country Garden Holdings Co (2007 HK) (“Country Garden”) with a NEUTRAL recommendation on the entire COGARD complex as...
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