Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Equity Bottom-Up

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 per day.  This screen netted 207 names.We then screened for which companies have corporate governance scores over 70/100 from the Riedel Research Corporate Governance Scoring system.The RRG Corporate Governance system scores Emerging Market companies on 12 different criteria to measure board independence, alignment of interest with shareholders…

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 per day.  This screen netted 207 names.We then screened for which companies have corporate governance scores over 70/100 from the Riedel Research Corporate Governance Scoring system.The RRG Corporate Governance system scores Emerging Market companies on 12 different criteria to measure board independence, alignment of interest with shareholders…

Actionable Value Ideas with Solid Corporate Governance in China and Hong Kong

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)

After a couple of years of declining prices and low volumes relative to other cities, the market for residential new home sales in Sanya and on Hainan island may be starting to shine again, especially with a significant volume growth pickup, while many other cities are entering a down-cycle.

After a couple of years of declining prices and low volumes relative to other cities, the market for residential new home sales in Sanya and on Hainan island may be starting to shine again, especially with a significant volume growth pickup, while many other cities are entering a down-cycle.

China Property: A Turning Point For The Sunny Sanya And Hainan Island?

Which major Chinese cities are likely to outperform in 2017 on price growth/pickup in residential new home sales markets? In 2016 (Jan-Nov), we saw lower-tier spill-over cities near Tier-1 cities as top performers, followed by Hefei, Xiamen, Nanjing and Shenzhen, on a 12-month price growth basis. Which cities are worth watching in 2017?

Which major Chinese cities are likely to outperform in 2017 on price growth/pickup in residential new home sales markets? In 2016 (Jan-Nov), we saw lower-tier spill-over cities near Tier-1 cities as top performers, followed by Hefei, Xiamen, Nanjing and Shenzhen, on a 12-month price growth basis. Which cities are worth watching in 2017?

Chongqing comes up as the next 'lead city' in volume growth and price pickup in the 'commercial residential' new home sales market in China. The average performance of the city on a 12-month basis contrasts with a standout growth in volumes and pickup in prices in recent months (November data); the impact of latest January tightening measures is still to be seen, but the city has a good chance of becoming a relative outperformer in 2017.

Chongqing comes up as the next 'lead city' in volume growth and price pickup in the 'commercial residential' new home sales market in China. The average performance of the city on a 12-month basis contrasts with a standout growth in volumes and pickup in prices in recent months (November data); the impact of latest January tightening measures is still to be seen, but the city has a good chance of becoming a relative outperformer in 2017.

The housing market in Shanghai (new home sales) is showing signs of slight price growth deceleration from all-time highs, according to the latest data. Volumes growth is slowing down year-to-date year-on-year and declining sequentially, in response to the latest set of policy tightening measures in the city. Our volume-based model would suggest further price deceleration is to be expected, despite still-strong inventory clearing.

The housing market in Shanghai (new home sales) is showing signs of slight price growth deceleration from all-time highs, according to the latest data. Volumes growth is slowing down year-to-date year-on-year and declining sequentially, in response to the latest set of policy tightening measures in the city. Our volume-based model would suggest further price deceleration is to be expected, despite still-strong inventory clearing.

China

Yuzhou Group Holdings Company Limited develops residential properties in southern China.

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Yuzhou Group (1628 HK)

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...

David Riedel

China Property: A Turning Point For The Sunny Sanya And Hainan Island?

After a couple of years of declining prices and low volumes relative to other cities, the market for residential new home sales in Sanya and on...

Robert Ciemniak

China Property: 2017 City Picks

Which major Chinese cities are likely to outperform in 2017 on price growth/pickup in residential new home sales markets? In 2016 (Jan-Nov), we saw...

Robert Ciemniak

China Property: The Case of Chongqing

Chongqing comes up as the next 'lead city' in volume growth and price pickup in the 'commercial residential' new home sales market in China. The...

Robert Ciemniak

China Property: The Case Of Shanghai

The housing market in Shanghai (new home sales) is showing signs of slight price growth deceleration from all-time highs, according to the latest...

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)