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)

Based on latest NBS data released this morning: In November, national new home (“commercial residential”) sales GFA increased 7.7% YoY and 24.5% YTD YoY, compared to 26% and 27% in October, according to the latest data published by NBS today, with further signs of slowdown in volume growth. National land acquisitions (land area purchased by real estate development enterprises) increased 6.2% on YoY basis (vs -0.1% in October) and declined by -4.3% on YTD YoY basis (vs -5.5% in October)…

Based on latest NBS data released this morning: In November, national new home (“commercial residential”) sales GFA increased 7.7% YoY and 24.5% YTD YoY, compared to 26% and 27% in October, according to the latest data published by NBS today, with further signs of slowdown in volume growth. National land acquisitions (land area purchased by real estate development enterprises) increased 6.2% on YoY basis (vs -0.1% in October) and declined by -4.3% on YTD YoY basis (vs -5.5% in October)…

China Data: New Home Sales Growth Slower But At Record Levels, Land Sales Still Very Low

Latest data from SouFun-CREIS released today shows the average house price in November increased 18.7% y-o-y, as measured by the 100 Cities Index, still faster than 18.2% in October but the pace of acceleration is slowing down.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/017/654/original/Screen%20Shot%202016-12-12%20at%2013.08.51.png?1481519367" class="editor-image img-responsive" data-smartkarma-image-id="17654"></figure>On an m-o-m basis, the index in November increased 0.88%, compared to 1.65% in October and 2.8% in September, and that figure is more indicative of a sequential slowdown in price growth.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/017/652/original/Screen%20Shot%202016-12-12%20at%2012.58.32.png?1481519009" class="editor-image img-responsive" data-smartkarma-image-id="17652"></figure>Source: Real Estate Foresight, based on data from SouFun-CREIS Prices in Shenzhen…

Latest data from SouFun-CREIS released today shows the average house price in November increased 18.7% y-o-y, as measured by the 100 Cities Index, still faster than 18.2% in October but the pace of acceleration is slowing down.On an m-o-m basis, the index in November increased 0.88%, compared to 1.65% in October and 2.8% in September, and that figure is more indicative of a sequential slowdown in price growth.Source: Real Estate Foresight, based on data from SouFun-CREIS Prices in Shenzhen…

China Property: New House Price Data Shows Policy Tightening Gradually Making Impact

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

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Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

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Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

We at Riedel Research are not China bears and do have never been believers in a 'hard landing' there - however, we have identified an disturbing development in real estate price expectations in China.The monthly MNI consumer sentiment survey asks respondents multiple questions about their outlook for asset prices and their own actions in terms of investing, saving and spending.RRG has developed a series of proprietary indicators from the monthly dataset (back to April 2007) which provide deep…

We at Riedel Research are not China bears and do have never been believers in a 'hard landing' there - however, we have identified an disturbing development in real estate price expectations in China.The monthly MNI consumer sentiment survey asks respondents multiple questions about their outlook for asset prices and their own actions in terms of investing, saving and spending.RRG has developed a series of proprietary indicators from the monthly dataset (back to April 2007) which provide deep…

Outlook for Chinese Real Estate: Maybe at a Tipping Point and Headed for Significant Fall

Back <a href="https://www.smartkarma.com/insights/china-property-likely-turning-point-for-shenzhen" target="_blank">in June, we pointed at a likely turning point</a> in the residential property market cycle in the booming city of Shenzhen, primarily on the back of escalated price growth and slowing volume growth. Now with the latest October data for prices and September data for volumes, further signs of cooling are clear. Yet, on a sequential month-on-month basis, house prices still rose slightly in October.  PRICES &amp; VOLUMES REPORT - SHENZHENIn October, average house prices in Shenzhen increased by +37.5%…

Back in June, we pointed at a likely turning point in the residential property market cycle in the booming city of Shenzhen, primarily on the back of escalated price growth and slowing volume growth. Now with the latest October data for prices and September data for volumes, further signs of cooling are clear. Yet, on a sequential month-on-month basis, house prices still rose slightly in October.  PRICES &amp; VOLUMES REPORT - SHENZHENIn October, average house prices in Shenzhen increased by +37.5%…

China Property - Signs Of Cooling In the Hottest Shenzhen Residential Market?

Viet Capital Securities Joint Stock Company

Luan Nguyen

The share market of three-and four-star hotels will increase over the period as changes in the industry structure. The giant hotels are moving into the lower-star rated segments. Many foreign hotel management companies have started developing hotels with four-and three star ratings to adapt the larger customers and strengthen market positions.

The share market of three-and four-star hotels will increase over the period as changes in the industry structure. The giant hotels are moving into the lower-star rated segments. Many foreign hotel management companies have started developing hotels with four-and three star ratings to adapt the larger customers and strengthen market positions.

China

Soho China Ltd. is a property developer. The Company develops properties in central Beijing and Shanghai. Soho China collaborates with internationally recognized architects, translating their designs into real estate which possesses strong appeal to property investors and the local businesses and customer bases they serve.

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Soho China (410 HK)

China Data: New Home Sales Growth Slower But At Record Levels, Land Sales Still Very Low

Based on latest NBS data released this morning: In November, national new home (“commercial residential”) sales GFA increased 7.7% YoY and 24.5%...

Robert Ciemniak

China Property: New House Price Data Shows Policy Tightening Gradually Making Impact

Latest data from SouFun-CREIS released today shows the average house price in November increased 18.7% y-o-y, as measured by the 100 Cities Index,...

Robert Ciemniak

Outlook for Chinese Real Estate: Maybe at a Tipping Point and Headed for Significant Fall

We at Riedel Research are not China bears and do have never been believers in a 'hard landing' there - however, we have identified an disturbing...

David Riedel

China Property - Signs Of Cooling In the Hottest Shenzhen Residential Market?

Back in June, we pointed at a likely turning point in the residential property market cycle in the booming city of Shenzhen, primarily on the back...

Robert Ciemniak

Hotels in China: 2016 Report

The share market of three-and four-star hotels will increase over the period as changes in the industry structure. The giant hotels are moving into...

Luan Nguyen

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