China Property - Today's Macro Property Data (NBS) For May
China released the official macro-property data today. We dissect the key metrics and read out the data, addressing the key data caveats.
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Debt-Wracked Chinese Developers Delay 2021 Financial Reports
A handful of debt-encumbered Chinese real estate developers have postponed publishing their 2021 annual reports, blaming disruptions from a recent...
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CX Daily: China Vows to Keep Markets Stable and Resolve Property Risks
In Depth: Market realities frustrate China’s efforts to clean up developer debt. China vows to keep markets stable and resolve property risks
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Z Fin (1168 HK): Ou's "Fair" HK$6.60/Share Offer
This is an awful space to invest. 0.28x P/B appears a steal; but it's above the peer average. If illiquid arbs are your thing, pay up to HK$6.25...
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Saving Face and Kicking the Debt Can in Korea & China (Post Presidential Election & Olympics)
In this insight, we will discuss how saving face could be tied to kicking the debt can in Korea and China as it relates to the Presidential...
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