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
383 Views
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...
184 Views
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...
462 Views
Developers Informed by Banks that M&A Loans Are Excluded from Three Red Lines
We maintain our view that state-backed developers would take the advantage to obtain quality assets and gain market share, of which our recommends
380 Views