Names that Brokeout Yesterday 7/20/2017 in Asia - 4 HK/China Property Names Made the List....
We screened for names that brokeout on strong volume yesterday. We define a breakout when a stock hits its 30-day high and has not hit a 30-day...
444 Views
High Leverage Property Developer and Rural Bank Stocks in China:Â Smells Like Trouble?
This time could be DIFFERENT!For years, investors have shorted Chinese property companies due to the excess capacity. Excess capacity is still...
479 Views
The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
3.3k Views
China Real Estate - Driver of Stabilization in 2016 - What About 2017? - Select Value Opportunities
Chinese Real Estate Companies Face Challenges After a Strong 2016 At an annual economic policymaking conference in September, Beijing said that...
402 Views
Actionable Value Ideas with Solid Corporate Governance in China and Hong Kong
We recently screened the HKG and China markets for ideas with below market P/E ratios and Dividend Yields above 2% that traded more than US$1 mn...
715 Views