Equity Research in HK and Mainland China

Li Tang

Highly experienced sell-side analyst with more than ten years of experience in the field of China’s in-depth policy-driven macro research in China (Beijing) .
Covering in equity research in HK and Mainland market mainly real estate, construction,steel sector.
The Ideas generation based on an analysis of China’s future direction and policy decisions fundamental analysis on sector impact, market drivers, timing and scale, combined with quantitative analysis.

China Housing Ministry Flags Key Tasks for Next Year

Cybersecurity/ Evergrande/ Covid/ Environment/ Hong Kong

Policy Flexibility May Dictate China Property Direction

China State-Owned Developer Plans to Issue M&A Bonds on Interbank Market

Developers Said To Plan Raising Funds Through Interbank Debt Issuance

Developers Said to Propose Offshore Bond Extension to Regulators

Thematic (Sector/Industry)

China Real estate management and development / Thematic (Sector/Industry)

Poly Real Estate Group Co., Ltd (600048 CH)

<ul>
<li>Heilongjiang, the most northeastern province in China, revoked strongly worded property supporting policies within a day of official publication</li>
<li>Heilongjiang’s is the first provincial-level support during the current property downturn</li>
<li>Despite the removal of this announcement we still expected policy support that would be timely as it would facilitate the virtuous cycle and healthy development of the local property market</li>
</ul>


Heilongjiang, the most northeastern province in China, revoked strongly worded property supporting policies within a day of official publication
Heilongjiang’s is the first provincial-level support during the current property downturn
Despite the removal of this announcement we still expected policy support that would be timely as it would facilitate the virtuous cycle and healthy development of the local property market


China Province Swiftly Revokes Property-Supporting Measures