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>This note is a weekly (select weeks on SK) 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 the sources</li>
</ul>


This note is a weekly (select weeks on SK) 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 the sources


China Property Developers In Distress - Weekly News & Announcements Tracker | Feb 21- 27, 2025

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Travel / In Depth: Gulf states roll out the welcome mat for Chinese tourists as focus shifts from oil</li><li>Hong Kong /: Hong Kong stocks rebound after sharp drop as Trump’s tariff war weighs on markets</li><li>Google /: China launches antitrust probe into Google’s market dominance</li></ul>

Travel / In Depth: Gulf states roll out the welcome mat for Chinese tourists as focus shifts from oilHong Kong /: Hong Kong stocks rebound after sharp drop as Trump’s tariff war weighs on marketsGoogle /: China launches antitrust probe into Google’s market dominance

CX Daily: Gulf States Roll Out the Welcome Mat for Chinese Tourists as Focus Shifts From Oil 

China Property Developers In Distress - Weekly News & Announcements Tracker | Jan 17-23, 2025

China Property Developers In Distress - Weekly News & Announcements Tracker | Dec 13-19, 2024

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 28th October, SOE Beijing Capital Group launched an Offer by way of a Scheme for <strong><a href="https://www.smartkarma.com/entities/beijing-capital-grand-ltd" target="_blank" data-smartkarma-citation="entities:18241:1" rel="noopener">Beijing Capital Grand (1329 HK)</a></strong> (BCG), a commercial property developer in China.</li>
<li>The Cancellation Price of HK$0.85/Share (best &amp; final) was a 46.55% premium to undisturbed. Irrevocables were secured from 8.13% of the 37.92% held by disinterested shareholders. This looked done. </li>
<li>The Scheme Document is now out, with a Court Meeting to be held on the 10th Jan. Expected payment on or before the 6th Feb. IFA says fair &amp; reasonable.</li>
</ul>


Back on the 28th October, SOE Beijing Capital Group launched an Offer by way of a Scheme for Beijing Capital Grand (1329 HK) (BCG), a commercial property developer in China.
The Cancellation Price of HK$0.85/Share (best &amp; final) was a 46.55% premium to undisturbed. Irrevocables were secured from 8.13% of the 37.92% held by disinterested shareholders. This looked done. 
The Scheme Document is now out, with a Court Meeting to be held on the 10th Jan. Expected payment on or before the 6th Feb. IFA says fair &amp; reasonable.


Beijing Capital (1329 HK): Done Deal As Shareholders Vote On 10th Jan

China

Sino-Ocean Group Holding Limited operates as a real estate holding company. The Company develops residential, office, and commercial real estate in the northern People's Republic of China.

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Sino-Ocean Group (3377 HK)

China Property Developers In Distress - Weekly News & Announcements Tracker | Feb 21- 27, 2025

This note is a weekly (Feb 21-27, 2025, select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

CX Daily: Gulf States Roll Out the Welcome Mat for Chinese Tourists as Focus Shifts From Oil

Travel / In Depth: Gulf states roll out the welcome mat for Chinese tourists as focus shifts from oil Amid a global green push, Middle Eastern...

Caixin Global

China Property Developers In Distress - Weekly News & Announcements Tracker | Jan 17-23, 2025

This note is a weekly (Jan 17-23, 2025; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

China Property Developers In Distress - Weekly News & Announcements Tracker | Dec 13-19, 2024

This note is a weekly (Dec 13-19, 2024; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

Beijing Capital (1329 HK): Done Deal As Shareholders Vote On 10th Jan

This is done. If small, illiquid arbs are your thing, I'd pay up to HK$0.83/share for a gross/annualised return of 2%/15%.

David Blennerhassett

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)