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)

Cities that stand out on <a href="https://www.smartkarma.com/insights/china-house-prices-keep-rising-13-8-y-y-in-august-vs-12-4-in-july-soufun-100-cities-index" target="_blank">strong house price growth</a> (for new home sales) across China typically vary from those that record strongest GFA (gross floor area) sales volumes growth. In the other notes we have addressed the price growth dynamics and here we look at the pure GFA volume growth combining 12-month and 3-month period volume growth, drawing on the underlying data from SouFun-CREIS and the latest complete July data.Among major cities, Qingdao, Jinan, Zhengzhou, Hohhot, Taiyuan, Harbin and…

Cities that stand out on strong house price growth (for new home sales) across China typically vary from those that record strongest GFA (gross floor area) sales volumes growth. In the other notes we have addressed the price growth dynamics and here we look at the pure GFA volume growth combining 12-month and 3-month period volume growth, drawing on the underlying data from SouFun-CREIS and the latest complete July data.Among major cities, Qingdao, Jinan, Zhengzhou, Hohhot, Taiyuan, Harbin and…

China Property: Where The Strong Volumes Are

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Event-Driven

This is an update to the Dah Sing Ka Ching series.  So Dah Sing Ka Ching Lah*!Since the series started January 13, <a href="https://www.smartkarma.com/entities/589" target="_blank" data-smartkarma-citation="entities:589">Dah Sing Financial Holdings</a> (DSFH) (measured a full trading day after publishing) is up 32%, <a href="https://www.smartkarma.com/entities/342" target="_blank" data-smartkarma-citation="entities:342">Dah Sing Banking Group Ltd</a> (which was a long tilt) is up 11%. The DSFH long/short trade against the suggested shorts is up 12-35% depending on whether you put on the first trade and left it there (+12%) or followed the suggestions in the Feb 5 and Mar 21 pieces you see in the Insight Stream…

This is an update to the Dah Sing Ka Ching series.  So Dah Sing Ka Ching Lah*!Since the series started January 13, Dah Sing Financial Holdings (DSFH) (measured a full trading day after publishing) is up 32%, Dah Sing Banking Group Ltd (which was a long tilt) is up 11%. The DSFH long/short trade against the suggested shorts is up 12-35% depending on whether you put on the first trade and left it there (+12%) or followed the suggestions in the Feb 5 and Mar 21 pieces you see in the Insight Stream…

China

Seazen is a property developer in the Yangtze River Delta, focusing primarily on the development of residential properties and mixed-use complex projects.

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Seazen (Formerly Future Land) (1030 HK)

China Property: Where The Strong Volumes Are

Cities that stand out on strong house price growth (for new home sales) across China typically vary from those that record strongest GFA (gross...

Robert Ciemniak

Dah Sing - Ka Ching Lah!

This is an update to the Dah Sing Ka Ching series. So Dah Sing Ka Ching Lah*!Since the series started January 13, Dah Sing Financial...

Travis Lundy

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)