Special Situations, Content Strategist, Smartkarma

Crispin Francis

Special Situations, Content Strategist

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Event-Driven

Dalian Wanda Commercial Properties / Event-Driven

<h2>A Look Back 
</h2>The de-listing of Dalian Wanda Commercial Properties ("3699 HK") was first <a href="http://www.hkexnews.hk/listedco/listconews/SEHK/2016/0330/LTN201603301343.pdf" target="_blank">mooted</a> by Dalian Wanda Group on 31 March 2016. On <a href="http://www.hkexnews.hk/listedco/listconews/SEHK/2016/0425/LTN20160425121.PDF" target="_blank">25 April 2016</a>, 3699 went into a trading halt pending the publication of an announcement pursuant to The Hong Kong Code on M&amp;A.It has been close to a month since 3699 went into a trading halt and close to two months since the announcement of a possible de-listing. The offer from Dalian Wanda Group could be announced any time now, and with that in mind we felt it…

A Look Back  
The de-listing of Dalian Wanda Commercial Properties ("3699 HK") was first mooted by Dalian Wanda Group on 31 March 2016. On 25 April 2016, 3699 went into a trading halt pending the publication of an announcement pursuant to The Hong Kong Code on M&amp;A.It has been close to a month since 3699 went into a trading halt and close to two months since the announcement of a possible de-listing. The offer from Dalian Wanda Group could be announced any time now, and with that in mind we felt it…

Dalian Wanda - Preparing for the Inevitable?

China Macroeconomics & Academia

Christopher Balding

Thematic (Sector/Industry)

The world and China is discussing in hushed tones the recent exclusive interview given by an “authoritative” person which talked about the need for China to deleverage and how debt cannot continue to increase.  Most have called this a shift in economic policy signaling Chinese intent to get the problem under control.I think we need to be much more cautious about interpreting this as any type of fundamental shift in policy.  Let me give you a number of reasons why.  First, in China an…

The world and China is discussing in hushed tones the recent exclusive interview given by an “authoritative” person which talked about the need for China to deleverage and how debt cannot continue to increase.  Most have called this a shift in economic policy signaling Chinese intent to get the problem under control.I think we need to be much more cautious about interpreting this as any type of fundamental shift in policy.  Let me give you a number of reasons why.  First, in China an…

The Authoritative Person and the Path of Chinese Growth

Macroeconomics

A lot of how you decide to view the Chinese April trade and foreign exchange report, depends on what exactly you measured.  April exports were higher than March exports but were down YoY and YTD YoY if measured in USD.  However, if measured in RMB exports YoY was actually up 4% but remains down YTD 2.3%.  In some ways, this data can be viewed positively or negatively, but I am going to try and help provide some personal perspective.<ol><li>While the month to month and year over year snapshots are…</li></ol>

A lot of how you decide to view the Chinese April trade and foreign exchange report, depends on what exactly you measured.  April exports were higher than March exports but were down YoY and YTD YoY if measured in USD.  However, if measured in RMB exports YoY was actually up 4% but remains down YTD 2.3%.  In some ways, this data can be viewed positively or negatively, but I am going to try and help provide some personal perspective.While the month to month and year over year snapshots are…

FX Strategist

Greg Gibbs

Fundamental analysis of topical themes in FX

Amplifying Global FX Capital

Amplifying Global FX Capital was founded in 2015 and is fully owned by Greg Gibbs. It is a registered company both in Australia and Colorado, USA and is a licensed in Australia to provide financial services.

We are producing a regular trading view orientated macroeconomic analysis of topical themes in global financial markets, with a particular focus on foreign exchange. We invite you to view an “executive summary” of these reports in “AmpGFX Reports” under our “Research” menu.

These reports are drawn from the analysis of Greg Gibbs and inform the capital management he undertakes on behalf of the company. The trading performance is posted periodically on our website. We aim to build our company into both a research and capital management business. We are currently in the planning phase for managing capital for wholesale customers.

Greg Gibbs has spent his working life of more than 26 years in financial markets, beginning in 1989 at the Reserve Bank of Australia, after completing a Bachelor of Economics Degree (Honours) at the Australian National University. He has been a CFA Charterholder since 2005. He has worked in Sydney, Singapore, New York and London for major global banks and presented on foreign exchange markets to major financial institutions and companies around the world, and maintained a high profile in the financial media.

Before Amplifying Global FX Capital, Greg was the Head of Asia Pacific Market Strategy at the Royal Bank of Scotland based Singapore. He now resides in Breckenridge Colorado.

Global equities look tired and are exhibiting investor fears over diminishing capacity for and returns from further global monetary policy easing.  Policymakers are admitting problems and looking more impatiently to governments to step up efforts to stimulate growth with fiscal stimulus and structural reform.  However, significant progress on this front almost seems hopeless and central banks are being forced reluctantly to do more.  These same fears have returned in China with its capital markets displaying a lack of confidence in the sustainability of policies aimed at boosting growth, as rapid credit expansion yields little overall economic advance. In this environment we expect gold to continue its advance.  However, gold has been boosted recently by the surge in JPY and overall weakness in the USD.  These trends may be tired with Japanese policy makers stepping up their threats of intervention and further policy easing, while US rate hike expectations have been pushed further out and strength in US labor data this week may support the USD.  As such we now see long gold/short JPY as offering a better reward for risk.

Global equities look tired and are exhibiting investor fears over diminishing capacity for and returns from further global monetary policy easing.  Policymakers are admitting problems and looking more impatiently to governments to step up efforts to stimulate growth with fiscal stimulus and structural reform.  However, significant progress on this front almost seems hopeless and central banks are being forced reluctantly to do more.  These same fears have returned in China with its capital markets displaying a lack of confidence in the sustainability of policies aimed at boosting growth, as rapid credit expansion yields little overall economic advance. In this environment we expect gold to continue its advance.  However, gold has been boosted recently by the surge in JPY and overall weakness in the USD.  These trends may be tired with Japanese policy makers stepping up their threats of intervention and further policy easing, while US rate hike expectations have been pushed further out and strength in US labor data this week may support the USD.  As such we now see long gold/short JPY as offering a better reward for risk.

AmpGFX - Frustration, Despair and Case for Gold/JPY

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

China house prices for 100 major cities overall continued to rise at faster pace, 9% y/y compared to 7.4% a month earlier, according to new data from SouFun-CREIS, though with highly divergent performance across the cities. The strong index-level price growth this year has been largely driven by Shenzhen, Shanghai and cities near the Tier-1 cities, benefiting from spill-over effect: Dongguan, Huizhou, Zhuhai and Zhongshan near Shenzhen, Kunshan near Shanghai, Baoding and Langfang near Beijing…

China house prices for 100 major cities overall continued to rise at faster pace, 9% y/y compared to 7.4% a month earlier, according to new data from SouFun-CREIS, though with highly divergent performance across the cities. The strong index-level price growth this year has been largely driven by Shenzhen, Shanghai and cities near the Tier-1 cities, benefiting from spill-over effect: Dongguan, Huizhou, Zhuhai and Zhongshan near Shenzhen, Kunshan near Shanghai, Baoding and Langfang near Beijing…

China House Prices in April Increased at Faster Pace Overall, Highly Divergent Across Cities

China

Dalian Wanda Commercial Management Group Co., Ltd. operates as a commercial property developer, owner, and operator. The Company develops and manages mixed-use property projects including retail, office, hotel, residential, restaurant, entertainment, and other projects. Dalian Wanda Commercial Management Group conducts businesses in China.

Dalian Wanda Commercial Properties (1567411D HK)

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Dalian Wanda Commercial Properties (1567411D HK)

Dalian Wanda - Preparing for the Inevitable?

A Look Back The de-listing of Dalian Wanda Commercial Properties ("3699 HK") was first mooted by Dalian Wanda Group on 31 March 2016. On 25 April...

Crispin Francis

The Authoritative Person and the Path of Chinese Growth

The world and China is discussing in hushed tones the recent exclusive interview given by an “authoritative” person which talked about the need for...

Christopher Balding

April Trade Data and FX Reserve

A lot of how you decide to view the Chinese April trade and foreign exchange report, depends on what exactly you measured. April exports were...

Christopher Balding

AmpGFX - Frustration, Despair and Case for Gold/JPY

Global equities look tired and are exhibiting investor fears over diminishing capacity for and returns from further global monetary policy easing. ...

Greg Gibbs

China House Prices in April Increased at Faster Pace Overall, Highly Divergent Across Cities

China house prices for 100 major cities overall continued to rise at faster pace, 9% y/y compared to 7.4% a month earlier, according to new data...

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)