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 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 sources</li>
</ul>


This note is a weekly 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 sources


China Property Developers In Distress - Weekly News & Announcements Tracker | Feb 10-22, 2024

<ul>
<li>A weekly 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 sources</li>
</ul>


A weekly 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 sources


China Property Developers In Distress - Weekly News & Announcements Tracker | 29 Sep - 5 Oct, 2023

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul>
<li>Ethics /In Depth: How China is sharpening ethics rules for scientific research</li>
<li>SCO /: Iran becomes full member of Shanghai Cooperation Organization</li>
<li>PMI /: China’s services sector recovery downshifts, Caixin PMI shows</li>
</ul>


Ethics /In Depth: How China is sharpening ethics rules for scientific research
SCO /: Iran becomes full member of Shanghai Cooperation Organization
PMI /: China’s services sector recovery downshifts, Caixin PMI shows


CX Daily: How China Is Sharpening Ethics Rules for Scientific Research

<ul><li>Consumption /Analysis: China’s holiday spending boom masks patchy recovery</li><li>LGFVs /: Kunming scrambles to pay off $170 million of financing vehicle debt</li><li>China-U.S. /: Top trade officials from China and U.S. to meet at APEC</li></ul>

Consumption /Analysis: China’s holiday spending boom masks patchy recoveryLGFVs /: Kunming scrambles to pay off $170 million of financing vehicle debtChina-U.S. /: Top trade officials from China and U.S. to meet at APEC

CX Daily: China’s Holiday Spending Boom Masks Patchy Recovery

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>CSI 1000 represents the next 1000 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges after CSI 800.</li>
<li>In this insight, we take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in December 2026.</li>
<li>Currently, we continue to see 100 ADDs/DELs for the CSI 1000 index.</li>
</ul>


CSI 1000 represents the next 1000 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges after CSI 800.
In this insight, we take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in December 2026.
Currently, we continue to see 100 ADDs/DELs for the CSI 1000 index.


Quiddity Leaderboard CSI 1000 Dec26: Inflow Names in a Meltdown!

China

Jinke Properties Group Company Ltd. develops and manages property.

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

Jinke Property Group (000656 CH)

China Property Developers In Distress - Weekly News & Announcements Tracker | Feb 10-22, 2024

This note is a weekly (Feb 10-22 given the Chinese New Year holidays) curated selection of Chinese news articles and company announcements focused...

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | 29 Sep - 5 Oct, 2023

In this Weekly note, we summarize a selection of Chinese news articles and company announcements, all focused on the developers in distress. We...

Robert Ciemniak

CX Daily: How China Is Sharpening Ethics Rules for Scientific Research

Ethics /In Depth: How China is sharpening ethics rules for scientific research SCO /: Iran becomes full member of Shanghai Cooperation...

Caixin Global

CX Daily: China’s Holiday Spending Boom Masks Patchy Recovery

Consumption /Analysis: China’s holiday spending boom masks patchy recovery LGFVs /: Kunming scrambles to pay off $170 million of financing vehicle...

Caixin Global

Quiddity Leaderboard CSI 1000 Dec26: Inflow Names in a Meltdown!

On aggregate, the 100 CSI 1000 Expected ADDs and DELs could see ~US$913mn index buying and ~US$1.0bn index selling related to the CSI 1000 index.

Janaghan Jeyakumar, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)