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

Equity Bottom-Up

Henderson Land Development / Equity Bottom-Up

<ul><li>Lee Shau-Kee, the founder of Henderson Land, has passed away at the age of 97, leaving a significant legacy in the property industry.</li><li>Despite stimulus efforts, the Chinese property market continued to decline in February, posing challenges for investors and developers in the region.</li><li>Singapore experienced a surge in home sales, driven by demand for suburban projects, while M&amp;G remains optimistic about the Japanese multi-family market and Australian student accommodations.</li></ul>

Lee Shau-Kee, the founder of Henderson Land, has passed away at the age of 97, leaving a significant legacy in the property industry.Despite stimulus efforts, the Chinese property market continued to decline in February, posing challenges for investors and developers in the region.Singapore experienced a surge in home sales, driven by demand for suburban projects, while M&amp;G remains optimistic about the Japanese multi-family market and Australian student accommodations.

Asia Real Estate Tracker (18-Mar-2025): Henderson Land founder Lee Shau-Kee dies at 97.

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 summarize 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 summarize the information; See direct links to the sources


China Property Developers In Distress - Weekly News & Announcements Tracker | Feb 21- 27, 2025

China Property Developers In Distress - Weekly News & Announcements Tracker | Jan 31- Feb 6, 2025

Macroeconomics

<ul>
<li>We've been tracking the data on approved financing for the <a href="https://www.smartkarma.com/insights/china-property-the-red-hot-whitelists" target="_blank" rel="noopener">projects on the 'whitelist'</a> for over a year now, considering it a major factor in addressing the 'sold-not-completed' problem</li>
<li>New data released in January shows the approved loans for the 'whitelist' projects exceeded the target in 2024</li>
<li>There was a big acceleration in approvals in Q4 2024</li>
</ul>


We've been tracking the data on approved financing for the projects on the 'whitelist' for over a year now, considering it a major factor in addressing the 'sold-not-completed' problem
New data released in January shows the approved loans for the 'whitelist' projects exceeded the target in 2024
There was a big acceleration in approvals in Q4 2024


China Housing: Progress On The "Whitelist" Project Financing Approvals

<ul>
<li>We review the 2024 'draw the line' group forecasts for new home sales in China vs what happened, and put it in the context of the past forecasts.</li>
<li>The 'wisdom of crowds' worked well in 2023, but 2024 was another unexpected negative, though not as bad as the surprise of 2022.</li>
<li>You can now join this year's <a href="https://ref.kubrosearch.com/drawkits/" target="_blank" rel="noopener">'draw the line'</a> for new home sales, part of Real Estate Foresight's 13th Annual China Property Outlook.</li>
</ul>


We review the 2024 'draw the line' group forecasts for new home sales in China vs what happened, and put it in the context of the past forecasts.
The 'wisdom of crowds' worked well in 2023, but 2024 was another unexpected negative, though not as bad as the surprise of 2022.
You can now join this year's 'draw the line' for new home sales, part of Real Estate Foresight's 13th Annual China Property Outlook.


China Property: In Hindsight On 2024 And "Draw The Line" 2025

China

Country Garden Holdings Company Limited is a real estate developer.  The Company builds villas, townhouses and apartments in Mainland China. Country Gardens also develops large-scale community facilities such as schools, hotels, hospitals, and theme parks.

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Country Garden Holdings Co (2007 HK)

Asia Real Estate Tracker (18-Mar-2025): Henderson Land founder Lee Shau-Kee dies at 97.

Lee Shau-Kee, founder of Henderson Land, passes away at 97 while Chinese property market struggles, Singapore home sales surge, and M&G shows...

Asia Real Estate Tracker

China Property Developers In Distress - Weekly News & Announcements Tracker | Feb 21- 27, 2025

This note is a weekly (Feb 21-27, 2025, select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | Jan 31- Feb 6, 2025

This note is a weekly (Jan 31 - Feb 6, 2025; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

China Housing: Progress On The "Whitelist" Project Financing Approvals

China Housing: New data released in January shows the approved loans for the 'whitelist' projects exceeded the target in 2024.

Robert Ciemniak

China Property: In Hindsight On 2024 And "Draw The Line" 2025

We review the 2024 'Draw The Line' group forecasts for new home sales in China vs what happened and put it in the context of the past forecasts....

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)