mostly covering Chinese stocks
China’s National Bureau of Statistics (NBS) released its monthly report on home sale prices (LINK). The segregation of “15 Hot Cities” in the NBS report implies that they will be the primary focus of government policy: Intense market restrictions kept prices flat for many months in these key markets, but the average has been boosted by … Continue reading July 2018 NBS Price Data in Leading Chinese Cities
China’s National Bureau of Statistics (NBS) released its monthly report on home sale prices (LINK). The segregation of “15 Hot Cities” in the NBS report implies that they will be the primary focus of government policy: Intense market restrictions kept prices flat for many months in these key markets until a slight uptick last month in … Continue reading June 2018 NBS Price Data in Leading Chinese Cities
Directors of many Hong Kong listed real estate developers took advantage of June share price declines to add to their holdings: These purchases suggest that the outlook for quality companies remains favorable despite ongoing housing market restrictions and tightening of financial conditions.
China’s National Bureau of Statistics (NBS) released its monthly report on home sale prices (LINK). The segregation of “15 Hot Cities” in the NBS report implies that they will be the primary focus of government policy: Intense market restrictions have kept prices flat for many months in these key markets: Segregating the 10 strongest and weakest … Continue reading May 2018 NBS Price Data in Leading Chinese Cities
China’s National Bureau of Statistics (NBS) released its monthly report on home sale prices (LINK). The segregation of “15 Hot Cities” in the NBS report implies that they will be the primary focus of government policy: Intense market restrictions have kept prices flat for many months: Segregating the 10 strongest and weakest of the 70 markets … Continue reading April 2018 NBS Price Data in Leading Chinese Cities
Xinyuan Science & Technology Service (XSTS), the property management subsidiary of Xinyuan Real Estate, filed its 2017 Annual Report (LINK). Even though XSTS shares are not yet trading publicly, the NEEQ listing provides visibility into the rapid growth in Xinyuan's recurring revenues and income from this business. Highlights: The company’s NEEQ listing was approved on … Continue reading Xinyuan Science & Technology Service (NEEQ:870929) Outstanding 2017 Results
China’s National Bureau of Statistics (NBS) released its monthly report on home sale prices (LINK). The segregation of “15 Hot Cities” in the NBS report implies that they will be the primary focus of government policy: Intense market restrictions have kept prices flat for many months: Segregating the 10 strongest and weakest of the 70 markets … Continue reading March 2018 NBS Price Data in Leading Chinese Cities With Home Price Restrictions
China Real Estate Information Corporation (CRIC – a subsidiary of E-House) released estimated 1Q18 sales data for the country’s top 100 property developers (LINK). Xinyuan China is shown at #69 with estimated sales of 6.04Bn RMB year-to-date. CRIC does not have access to any official company records and compiles its estimates from 3rd party sources … Continue reading Xinyuan 1Q18 Contract Sales Estimate from CRIC
China’s National Bureau of Statistics (NBS) released its monthly report on home sale prices (LINK). The segregation of “15 First-tier Cities and Hot Second-tier Cities” in the NBS report implies that they will be the primary focus of government policy: Intense market restrictions kept prices flat in 2017: NBS data show that rapid price increases are … Continue reading February 2018 NBS Price Data in Leading Chinese Cities With Home Price Restrictions
Highlights from Xinyuan’s recently reported 4Q17 results and Conference Call: China Contract Sales of $802mm, highest ever Only 5 more units sold at the Oosten Project in New York Book Value rose to approximately $15.34/ADS Leverage rose substantially. Total assets increased by $2.2Bn in 2017 while equity increased by just $0.1Bn. Landbank increased to 4.9mm sqm in 2017 … Continue reading Xinyuan Real Estate: Notes on 4Q Results
