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 summarise 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 summarise the information. See direct links to the sources


REF China Property Developers In Distress - Weekly News & Announcements Tracker | Oct 9-15, 2026

<ul>
<li>With full June and some July 2026 data, we take a look at where things stand in China's housing markets and compare with expectations from the end of 2025.</li>
<li>The primary and secondary markets are now framed as one, the 'Support not Stimulus' policy theme continues, with city-level differences; in contrast to the mainland, the Hong Kong rebound continues. </li>
<li>The new REF China Housing Sentiment Index has deteriorated recently but remains in an upward trend.</li>
</ul>


With full June and some July 2026 data, we take a look at where things stand in China's housing markets and compare with expectations from the end of 2025.
The primary and secondary markets are now framed as one, the 'Support not Stimulus' policy theme continues, with city-level differences; in contrast to the mainland, the Hong Kong rebound continues. 
The new REF China Housing Sentiment Index has deteriorated recently but remains in an upward trend.


<ul>
<li>China's National Bureau of Statistics (NBS) released the Jan-Dec 2024 macro and property data today</li>
<li>In this brief note, we put together the key macro-property metrics for the full year 2024 vs the past several years</li>
<li>While the latest monthly and weekly data show improvements ('less negative'), the full year 2024 ended more negative vs 2023 for key macro-property metrics</li>
</ul>


China's National Bureau of Statistics (NBS) released the Jan-Dec 2024 macro and property data today
In this brief note, we put together the key macro-property metrics for the full year 2024 vs the past several years
While the latest monthly and weekly data show improvements ('less negative'), the full year 2024 ended more negative vs 2023 for key macro-property metrics


China Property: 4 Charts - Full Year 2024 In Context

<ul>
<li>In this webinar, part of Real Estate Foresight's 12th annual China Property Outlook, we share our views on 2024 for the China housing markets</li>
<li>We explore several themes, incl. the latest Whitelist approvals by local governments and a wave of related announcements</li>
<li>The webinar presentation was recorded on Feb 6, 2024. You can also view <a href="https://vimeo.com/911098574/5874dfd757?share=copy" target="_blank" rel="noopener">this 3-minute version</a> with a few highlights.</li>
</ul>


In this webinar, part of Real Estate Foresight's 12th annual China Property Outlook, we share our views on 2024 for the China housing markets
We explore several themes, incl. the latest Whitelist approvals by local governments and a wave of related announcements
The webinar presentation was recorded on Feb 6, 2024. You can also view this 3-minute version with a few highlights.


Webinar Recording: 12th Annual China Property Outlook by Real Estate Foresight, "The Big Shifts"

<ul>
<li>We highlight the latest policy developments with the wave of developer projects getting whitelisted for financing support.</li>
<li>There is plenty of local news about city-level project approvals and a growing number of developers announced how many of theirs have been whitelisted.</li>
<li>The big question is what proportion of the whitelisted projects will get the actual loans.</li>
</ul>


We highlight the latest policy developments with the wave of developer projects getting whitelisted for financing support.
There is plenty of local news about city-level project approvals and a growing number of developers announced how many of theirs have been whitelisted.
The big question is what proportion of the whitelisted projects will get the actual loans.


China

Sunac China Holdings Ltd. is a major property developer specializing in large-scale, medium to high-end residential and commercial properties. The company also diversifies into cultural tourism, property management, hotels, and ice and snow operations. It was founded in 2003 and is headquartered in Tianjin, China.

Price Gauge
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Sunac China (1918 HK)

REF China Property Developers In Distress - Weekly News & Announcements Tracker | Oct 9-15, 2026

This note is a weekly (Oct 9-15, 2026; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

China Housing - A Mid-Year Check 2026

With full June and some July 2026 data, we take a look at where things stand in China's housing markets and compare with expectations from the end...

Robert Ciemniak

China Property: 4 Charts - Full Year 2024 In Context

In this brief note, we put together the key China macro-property metrics for the full year 2024 vs the past several years, based on today's Jan-Dec...

Robert Ciemniak

Webinar Recording: 12th Annual China Property Outlook by Real Estate Foresight, "The Big Shifts"

China: As the Two Meetings kick off this week, our China Property Outlook 2024 webinar from February dives deeper into the China housing market,...

Robert Ciemniak

China Property: The Red-Hot Whitelists

We highlight the latest policy developments with the wave of developer projects getting whitelisted for financing support.

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)