Chinese ADR Buyouts in Progress (Update)

Many pending buyouts progressed towards completion despite recent equity market volatility.  Since my last update: the Vimicro buyout was completed the Xueda Education buyout was approved, but has not yet closed the Jiayuan buyout was approved, but has not yet closed.  The company is essentially going public on China's "New Third Board" through a reverse … Continue reading Chinese ADR Buyouts in Progress (Update)

The New China Playbook: Young Affluent E-Savvy Consumers Will Fuel Growth (a new Boston Consulting Group report)

Boston Consulting Group has released a free report describing key trends in Chinese consumption over the next five years: The rise of Upper Middle Class (income over $24000/yr) and Affluent households (income over $46000/yr) The emergence of a new generation, people born after 1980 and raised after China emerged from a long period of instability … Continue reading The New China Playbook: Young Affluent E-Savvy Consumers Will Fuel Growth (a new Boston Consulting Group report)

Latest Housing Price Data for Xinyuan Real Estate’s Markets

The National Bureau of Statistics released its monthly update of home prices indices for 70 Chinese cities (LINK). The data for Xinyuan's markets are in the table below.  Prices for a few markets not included in the NBS index have been taken from SouFun's (S) 100 city price index (LINK) .   New York condo … Continue reading Latest Housing Price Data for Xinyuan Real Estate’s Markets

Impact of Recent Vehicle Sales Trends on US Listed Chinese Auto Suppliers (January Update)

Passenger Vehicle sales in China remain strong after the 50% reduction in the purchase tax on smaller vehicles at the end of September.  December sales were 18.3% higher than December 2014 and full year 2015 sales were +7.3%.  The long-term outlook remains mildly favorable due to the country’s low level of vehicle ownership and rising personal incomes. … Continue reading Impact of Recent Vehicle Sales Trends on US Listed Chinese Auto Suppliers (January Update)

Xinyuan had strong 4Q sales according to CRIC data

China Real Estate Information Corporation (CRIC - a subsidiary of E-House) released estimated 2015 sales data for the country's top 100 property developers. (LINK) Xinyuan China is shown at #73 with estimated sales of 13.5Bn RMB CRIC does not have access to any official company records and compiles its estimates from 3rd party sources like … Continue reading Xinyuan had strong 4Q sales according to CRIC data