Recent News from Xinyuan Real Estate in the Context of its Market Valuation

Posted on by John Sheehy

Xinyuan continues to trade at a below average Price/Book ratio due to its below average profitability.  If the company achieves operational improvements that raise net profit margins into a normal 10-15% range then the shares have 50-100% appreciation potential.  Steps that Xinyuan could take to improve its profitability (from Benchmarking Xinyuan Real Estate after its rally): … Continue reading Recent News from Xinyuan Real Estate in the Context of its Market Valuation

China Property: Hot or Not?

Posted on by John Sheehy

Approximately 23 Chinese cities recently announced real estate policies intended to limit home price appreciation.  Headlines have noted soaring home prices in Shenzhen and a few other markets. Fortune: China's Property Boom Continues as Prices Rise at Record Rate WSJ: Chinese Cities Restrict Home Purchases to Cool Buying Frenzy SCMP: Regulators begin the delicate task … Continue reading China Property: Hot or Not?