HK Strategy: To Sell or Not to Sell, that Is the Question
HSI surges by 19.4% nearing the 20,000 resistance, potential profit-taking names include Meituan, Tencent, Haidilao, and ENN Energy due to strong...
209 Views
China Property - The Latest Signals In The Housing Markets: August 2023
China Property: We highlight the latest indicators for July and August for the new home markets in China, as well as the latest policy developments.
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China NPC: Implications of Government Working Report 2023
A 0.2pp higher budget deficit and a Rmb3.8trn special purpose bond quota suggested government spending will remain important economic driver. More...
275 Views
China Property Management Services - Pullback Is a Chance to Accumulate the Leaders
China property management companies (PMCs) have had a dramatic pull back despite asset-light models and strong earnings visibility. We think this...
445 Views
Evergrande Property Services (恒大物业) Placement - An Expected Selldown but Not from the One Expected
Undisclosed institutional sellers (Vendor Group) are looking to sell about US$340m (with US$280m upsize option) worth of shares in Evergrande...
322 Views