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>A weekly 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 sources</li>
</ul>


A weekly 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 sources


China Property Developers In Distress - Weekly News & Announcements Tracker | 11-17 August 2023

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>China’s central bank pledged to step up mortgage easing to support homebuyers, signaling further efforts to bolster the ailing property market.</li><li>Officials of the People’s Bank of China (PBOC) and the State Administration of Foreign Exchange vowed Tuesday to implement precise and differentiated housing credit policies based on the specific conditions of each city and continue guiding commercial banks to relax residential mortgage rules.</li><li>Lenders should adjust mortgage rates for existing loans in an orderly manner to support people’s housing needs, the officials said at a meeting to outline their agenda for the second half of the year.</li></ul>

China’s central bank pledged to step up mortgage easing to support homebuyers, signaling further efforts to bolster the ailing property market.Officials of the People’s Bank of China (PBOC) and the State Administration of Foreign Exchange vowed Tuesday to implement precise and differentiated housing credit policies based on the specific conditions of each city and continue guiding commercial banks to relax residential mortgage rules.Lenders should adjust mortgage rates for existing loans in an orderly manner to support people’s housing needs, the officials said at a meeting to outline their agenda for the second half of the year.

Central Bank Vows Further Mortgage Easing to Support Housing

China Property Developers In Distress - Weekly News & Announcements Tracker | 14-20 July 2023

<ul><li><p>SPACs / In Depth: SPACs appear to lose shine in Singapore and Hong Kong</p></li><li><p>Taiwan / Chinese envoy warns U.S. against further escalating tensions over Taiwan</p></li><li><p>Flood / Northwest China flash floods leave 16 dead, 36 missing</p></li></ul>

SPACs / In Depth: SPACs appear to lose shine in Singapore and Hong KongTaiwan / Chinese envoy warns U.S. against further escalating tensions over TaiwanFlood / Northwest China flash floods leave 16 dead, 36 missing

CX Daily: SPACs Appear to Lose Shine in Singapore and Hong Kong

Equity Research in HK and Mainland China

Li Tang

<ul>
<li>Property lending has reportedly improved significantly in both mom and yoy terms in October, with a preliminary estimates ranging from 150-200bn yuan increase on top of the September level.</li>
<li>Shenzhen recently announced the third and final batch of land parcels for sale this year.</li>
</ul>
<ul>
<li>We see this as policy finetuning, rather than a broad easing</li>
<li>
<div>We see a short-term opportunity to buy high-quality, low leveraged developers in advance of further calibrated policy support.Longer-term investors are advised to look at developers with the potential of realising higher valuation by listing property management units, as has been done by other developers.</div>
</li>
</ul>


Property lending has reportedly improved significantly in both mom and yoy terms in October, with a preliminary estimates ranging from 150-200bn yuan increase on top of the September level.
Shenzhen recently announced the third and final batch of land parcels for sale this year.


We see this as policy finetuning, rather than a broad easing

We see a short-term opportunity to buy high-quality, low leveraged developers in advance of further calibrated policy support.Longer-term investors are advised to look at developers with the potential of realising higher valuation by listing property management units, as has been done by other developers.



Property Developer Dollar Bond Issuances Shrink, Shenzhen Tweaks Land Auction Rules

China

Sino-Ocean Group is an investment holding company primarily engaged in property investment and development, including residential, commercial, and logistics projects. The company also offers property management, senior living, and environmental technology services. It was founded in 1993 and is headquartered in Beijing, China.

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Sino-Ocean Group (3377 HK)

China Property Developers In Distress - Weekly News & Announcements Tracker | 11-17 August 2023

A weekly summary of a curated set of Chinese news articles/posts and company announcements focused on developers in distress.

Robert Ciemniak

Central Bank Vows Further Mortgage Easing to Support Housing

China’s central bank pledged to step up mortgage easing to support homebuyers, signaling further efforts to bolster the ailing property...

Caixin Global

China Property Developers In Distress - Weekly News & Announcements Tracker | 14-20 July 2023

A weekly curated set of summaries of select local Chinese news articles, posts, and company announcements focused on developers in distress.

Robert Ciemniak

CX Daily: SPACs Appear to Lose Shine in Singapore and Hong Kong

In Depth: SPACs appear to lose shine in Singapore and Hong Kong. Chinese envoy warns U.S. against further escalating tensions over Taiwan

Caixin Global

Property Developer Dollar Bond Issuances Shrink, Shenzhen Tweaks Land Auction Rules

We see a short-term opportunity to buy high-quality, low leveraged developers in advance of further calibrated policy support

Li Tang

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)