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.

Mortgage Issuance Seen Easing in Beijing and Other Tier 1 and Tier 2 Cities

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

Shanghai Encourages Banks to Extend Loans to Critical Property Projects

Developers Said to Propose Offshore Bond Extension to Regulators

State Council to Pilot Property Tax in Certain Regions for Five Years

China Real Estate Association Summoned Key Developers as PBOC Hints Policy Finetuning

Thematic (Sector/Industry)

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

<ul>
<li>The National Association of Financial Market Institutional Investors (NAFMII), held a discussion meeting joined by representatives from real estate developers.</li>
<li>The meeting could signal that regulators might ease domestic bond issuance for developers.</li>
<li>We believe that the market has been over-pessimistic on the real estate sector.</li>
</ul>


The National Association of Financial Market Institutional Investors (NAFMII), held a discussion meeting joined by representatives from real estate developers.
The meeting could signal that regulators might ease domestic bond issuance for developers.
We believe that the market has been over-pessimistic on the real estate sector.


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

China Merchants Shekou Industr (001979 CH)

Developers Said To Plan Raising Funds Through Interbank Debt Issuance