Insider Buying at Selected Chinese Property Developers

Most real estate developers in China have reported strong contract sales in 2017 and enjoyed significant share price appreciation.  It is somewhat surprising to see that insiders have recently been adding to their holdings. Recap of share valuation and returns: In several cases (CIFI, SCE, and Yuzhou) it appears that purchases were intended to signal … Continue reading Insider Buying at Selected Chinese Property Developers

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November 2016 Housing Price Data in Markets of Selected Chinese Property Developers

China Index Academy (a research unit of Soufun) released its monthly report of new home prices in 100 top Chinese markets (LINK).  On a national basis average selling prices rose 0.9% for the month and 18.7% from one year ago. Approximately 23 Chinese cities have introduced measures to stabilize markets and slow price appreciation, primarily … Continue reading November 2016 Housing Price Data in Markets of Selected Chinese Property Developers

October 2016 Housing Price Data in Markets of Selected Chinese Property Developers

China Index Academy (a research unit of Soufun) released its monthly report of new home prices in 100 top Chinese markets (LINK).  On a national basis average selling prices rose 1.7% for the month and 18.2% from one year ago. Approximately 23 Chinese cities have introduced measures to stabilize markets, primarily by limiting demand through … Continue reading October 2016 Housing Price Data in Markets of Selected Chinese Property Developers

September 2016 Housing Price Data in Markets of Selected Chinese Property Developers

China Index Academy (a research unit of Soufun) released its monthly report of new home prices in 100 top Chinese markets (LINK).  On a national basis average selling prices rose 2.8% for the month and 16.6% from one year ago. In September more cities including Nanjing, Hangzhou, Zhengzhou, Kunshan, Jinan, Beijing and Tianjin introduced new … Continue reading September 2016 Housing Price Data in Markets of Selected Chinese Property Developers

Comments on Xinyuan Real Estate’s Gross Margins

Xinyuan's recently filed 20-F shows the company's actual gross margin achieved each year by province and the estimated gross margin that will be earned on all projects currently under development.  Key conclusions: The company has a long-term record of success in its core markets of Zhengzhou and Suzhou/Kunshan Weak current profitability is largely due to … Continue reading Comments on Xinyuan Real Estate’s Gross Margins