Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
Sign in with Google. Opens in new tab
bullish
China Real Estate Management and Development
Short Note: China Prop - When Is a Good Time to Revisit the Sector? Still No Light at the Tunnel
Thematic (Sector/Industry)
343 Views
10 May 2023 17:39
Short Note - when should we re-visit China property sector? There seems to be no light at the tunnel. POEs continue to suffer while SOEs shine. Monitor high-yield bond mkt to gauge sector sentiment
SUMMARY
(Sign Up to Access)
Full Insight
(Paid Plans Only, 2-minute read)
Related Insights
More »
Loading
Trending Collections
More »
Japan
Index Rebalance
India
Equity Bottom-Up
Event-Driven
Sell / Short Ideas
Philippines
South Korea
Topix Inclusion
Unpaywalled Insights
Trending Insights
More »
ASX200 Index AdHoc Rebalance Preview: Potential Replacement for Spartan Resources (SPR AU)
GMO Internet (4784) - Shares Appear Manipulated/Squeezed (Again), but ParentCo MUST SELL
Mandatory Cancellation of Existing Treasury Shares: A Historic Stock Market Event in the Making
Merger Arb Mondays (14 Jul) - Shibaura, Topcon, Nissin, OneConnect, Insignia, PointsBet, ENN Energy
BYD (1211 HK): Sales Volume Slowing Down in 2Q25, But Competitors Facing Cash Flow Stress
Top Unpaywalled Insights
More »
Reimagining Venture Capital Through Impact Investing | Chris Maher on Disability Innovation
[IO Technicals 2025/28] Bullish Momentum Intensifies
Mid-Year Themes Review - Part II
De-Dollarisation Debate : Unmasking USD Over-Valuation
US Equities Hit All-Time Highs—but Are Markets Ignoring Growing Risks?
Discussions
(Paid Plans Only)
Insight Stream
China Property: Latest View After Interim Result, Government Policy and the Stock Market Rebound
07 Sep 2023
CR Land 1109 HK: Another SOE Play on China Prop – Dual Growth Engine from DP and IP Mall Business
29 May 2023
COLI 688 HK – Value Emerging, the Only Pure Play in China Prop to Gain Mkt Share and Back to Growth
28 May 2023
Short Note: China Prop - When Is a Good Time to Revisit the Sector? Still No Light at the Tunnel
10 May 2023
Short Note: China Prop FY22 Results, Physical Market Uneven Recovery and Sunac’s Trading Resumption
13 Apr 2023
Short Note: LONG China on Monetary Easing Cycle
18 Mar 2023
Top
For Institutional Investors and Financial Services
For Corporate IR and Strategy
For Private Wealth Intermediaries
Pricing
Who We Are
Careers
FAQs
Research Provider Solutions
Syndicate your Publications
Compliance
Terms of Use
Privacy Policy
Press Kit
RSS Feeds
Request a Free Trial
Avail a Transition Account
Guest Posts on Smartkarma
Other Enquiries
Join TL;DR Community
Free Weekly Newsletters
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.53.10
x