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>China housing metrics for July and August remained weak, in line with our forecast from December data, but watch out for some major data twists</li>
<li>The new wave of policy easing responds to the re-weakening of the market since April, though the impact may not show quickly, as the Zhengzhou example illustrates</li>
<li>Cities are quick to implement the new rules, including Shenzhen, Chengdu, and Guangzhou in the past few days </li>
</ul>


China housing metrics for July and August remained weak, in line with our forecast from December data, but watch out for some major data twists
The new wave of policy easing responds to the re-weakening of the market since April, though the impact may not show quickly, as the Zhengzhou example illustrates
Cities are quick to implement the new rules, including Shenzhen, Chengdu, and Guangzhou in the past few days 


China Property - The Latest Signals In The Housing Markets: August 2023

Macroeconomics

<ul>
<li>A new policy easing focused on homebuyers was released, building on July announcements, and now an option for all cities</li>
<li>More homebuyers will be able to get preferential terms for mortgages as first-time buyers</li>
<li>A joint notice from the Ministry of Housing and Urban-Rural Development, the People's Bank of China, and the State Administration of Financial Supervision</li>
</ul>


A new policy easing focused on homebuyers was released, building on July announcements, and now an option for all cities
More homebuyers will be able to get preferential terms for mortgages as first-time buyers
A joint notice from the Ministry of Housing and Urban-Rural Development, the People's Bank of China, and the State Administration of Financial Supervision


China Property: Policy Announcement Alert

<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 | 11-17 August 2023

China Property Developers In Distress - Weekly News & Announcements Tracker | 7-13 July 2023

China Property Developers In Distress - Weekly News & Announcements Tracker | 1-6 July 2023

China

Kaisa Group Holdings Ltd. is a large-scale integrated investment group primarily engaged in property development, investment, and management, alongside hotel and catering, cultural center, and healthcare operations. Its portfolio includes residential properties, villas, offices, serviced apartments, and urban complexes. The company was founded in 1999 and is headquartered in Hong Kong.

Price Gauge
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Market Cap (USDm)	0.00
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Dividend (Yield)	0.00

Kaisa Group (1638 HK)

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.

Robert Ciemniak

China Property: Policy Announcement Alert

China property: A new policy easing focused on homebuyers was released, building on July announcements, and now an option for all cities.

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | 11-17 August 2023

A weekly summary of a curated set of Chinese news articles/posts and company announcements focused on developers in distress.

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | 7-13 July 2023

A weekly curated selection of Chinese news articles and company announcements focused on developers in distress, with short summaries in English.

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | 1-6 July 2023

A weekly curated selection of local Chinese news articles and company announcements focused on developers in distress and new interesting...

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)