REAL ESTATE

Country Garden reportedly won creditors’ approval for extension for anther onshore bond

2023-09-19 2023-09-19

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Sunac China surged in Hong Kong after securing creditors’ approval for offshore debt restructuring

2023-09-19 2023-09-19

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Sunac China becomes first major homebuilder to receive creditors’ approval for offshore debt restructuring

2023-09-18 2023-09-19

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China’s home sales to see marginal boost in Sept, but impact of policy easing should be assessed in Nov – Citi Research

2023-09-18 2023-09-19

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COMPANY NEWS POLICY & REGULATION REAL ESTATE

China approved takeover of China Evergrande’ insurance unit by newly established state-owned insurer

2023-09-18 2023-09-19

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Moody’s downgrades Chinese property sector’s outlook to Negative from Stable despite government support

2023-09-14 2023-09-14

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Hong Kong home prices may need to drop by 20% before rental return can be raised to 4.13% – UBS

2023-09-14 2023-09-14

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POLICY & REGULATION REAL ESTATE STOCKS

Chinese real estate stocks retreat after recent strong rally sparked by policy easing

2023-09-14 2023-09-14

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MARKET REAL ESTATE STOCKS VIEWS & ANALYSIS

Chinese real estate stocks may retreat after short-term rebound sparked by policy easing – JPMorgan

2023-09-13 2023-09-13

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China’s real estate sector seen as most likely source of global systemic credit event – BofA Sept fund manager survey

2023-09-13 2023-09-13

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China’s new home sales remained subdued last week, some leading cities posted stronger performance on policy easing – research

2023-09-13 2023-09-13

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MARKET REAL ESTATE STOCKS

Shares of Chinese property developers continue to rally on recent real estate policy easing

2023-09-13 2023-09-13

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Guangzhou saw first residential land deals after home policy relaxation, received bids at maximum prices

2023-09-13 2023-09-13

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China’s capital Beijing quietly removed restriction on listing prices of second-hand homes in Haidian district

2023-09-13 2023-09-13

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Zhengzhou becomes latest city to remove restrictions on home purchases, resales; lower downpayment requirement

2023-09-13 2023-09-13

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BONDS COMPANY NEWS REAL ESTATE

Country Garden won creditors’ approval to extend payments of six onshore bonds, delayed voting for another two bonds

2023-09-12 2023-09-12

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DATA POLICY & REGULATION REAL ESTATE

Several Chinese cities saw second-hand home listings surge after recent real estate policy easing

2023-09-12 2023-09-13

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POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS

Recent real estate policies able to stabilise China’s property market; home prices in 1st/2nd cities to stop QoQ drop in Q4 – Citic Securities

2023-09-12 2023-09-13

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COMPANY NEWS DATA REAL ESTATE

Property developers Longfor, Sino-Ocean saw contracted sales slump in August

2023-09-12 2023-09-12

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More major Chinese cities remove all restrictions on home purchase, resale to revive sluggish housing market

2023-09-11 2023-09-11

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DATA REAL ESTATE VIEWS & ANALYSIS

New home sales in Beijing city jumped last week after latest policy easing

2023-09-11 2023-09-11

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DATA POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS

Property sales picked up in tier-1 cities after recent policy easing, but likely to be short-lived – UBS

2023-09-11 2023-09-11

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Suzhou city announced measures to boost economic recovery, no longer conduct qualification assessment for purchasing some houses

2023-09-11 2023-09-11

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Vote for proposed extension of Country Garden’s eight onshore bonds to end on Monday night

2023-09-11 2023-09-11

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Dongguan city allows new home buyers to withdraw from housing provident fund to pay for down payment

2023-09-11 2023-09-11

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Home buying sentiment picks up after adopting policy of using home ownership instead of mortgage records for first-home qualification – housing ministry official

2023-09-11 2023-09-11

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REAL ESTATE STOCKS VIEWS & ANALYSIS

Morgan Stanley expects Chinese property managers’ earnings to improve in H2, to see revaluation

2023-09-11 2023-09-11

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Guangzhou starts new policy on home downpayment, becomes first top-tier city to cut mortgage rate floor for first-home buyers

2023-09-11 2023-09-11

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Guangzhou quietly removes restrictions on new home prices to allow developers to boost sales with lower prices – report

2023-09-08 2023-09-10

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Nanjing becomes first major Chinese city to remove home purchase restrictions

2023-09-08 2023-09-10

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Dalian city to offer home purchase subsidy to boost sluggish housing market

2023-09-08 2023-09-10

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Chinese property developers’ rally unlikely to sustain, private developers’ share placements rise – JPMorgan

2023-09-07 2023-09-10

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Shenzhen relaxed restrictions on Hong Kong, Macau residents’ purchase of commercial properties – report

2023-09-07 2023-09-10

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Chinese property developers continue to stage a sharp rally driven by further relaxation of real estate policy

2023-09-07 2023-09-10

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BONDS COMPANY NEWS REAL ESTATE

Country Garden made coupon payments on two dollar bonds within 30-day grace period, avoiding default

2023-09-05 2023-09-05

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Dalian Wanda unit recently conducted roadshow in Hong Kong for price inquiry – report

2023-09-05 2023-09-05

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Mainland property shares expected to pick up in near term driven by sales, policy – JPMorgan

2023-09-05 2023-09-05

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Property developer China Vanke’s contracted sales slid 27% on year in Aug, no offshore debt to mature in H2

2023-09-05 2023-09-05

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DATA REAL ESTATE VIEWS & ANALYSIS

Fitch Ratings lowered forecast of China’s new home sales in 2023

2023-09-05 2023-09-05

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Country Garden seeking to extend another seven onshore bonds by three years – report

2023-09-04 2023-09-04

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Some of Country Garden’s bondholders object to debt extension plan, asked for extension revoking – report

2023-09-04 2023-09-04

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MACRO POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS

China’s recent policy easing to help restore homebuyers’ confidence, government to gradually shift from Phase-1 relaxation to Phase-1 – Goldman Sachs

2023-09-04 2023-09-04

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POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS

China’s top-tier cities relaxing ‘1st home definition should stabilize market sentiment; state-owned developers to benefit most – JPMorgan

2023-09-04 2023-09-04

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PBOC’s Beijing branch is studying measures to adjust rates on existing mortgage loans before LPR reform – report

2023-09-04 2023-09-04

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COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS

BofA Securities slashed Country Garden’s target price by 30% to HK$0.9

2023-09-04 2023-09-04

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Real estate service platform Beike surged over 20% after it swung to profit in H1, declared special dividend, upsized share repurchase scheme

2023-09-04 2023-09-04

Chinese real estate service platform Beike surged up to more than 22% to hit HK$49.7 at one point, marking the highest level in more than …

POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS

China’s real estate fundamentals expected to start stabilizing from Sept – Citic Securities

2023-09-04 2023-09-04

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