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 Plan Easing Rules on Presales Funds Held in Escrow

Developers Informed by Banks that M&A Loans Are Excluded from Three Red Lines

Thematic (Sector/Industry)

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

<ul>
<li>The PBOC and CBIRC jointly published a circular to cut the lower limit of mortgage rates for first-home purchases by 20bps to LPR – 20bps</li>
<li>Policymakers signal that more policy support is coming in H2</li>
<li>Many local governments have issued property support measures. There is the possibility of further support directed from Beijing for consumption and property sales.</li>
</ul>


The PBOC and CBIRC jointly published a circular to cut the lower limit of mortgage rates for first-home purchases by 20bps to LPR – 20bps
Policymakers signal that more policy support is coming in H2
Many local governments have issued property support measures. There is the possibility of further support directed from Beijing for consumption and property sales.


PBOC Lowers Mortgage Rate Floor After Weak Loan Data