DATA REAL ESTATE TOP Tech hub Shenzhen’s 2nd-hand home transactions hit three-year high – industry association >>>
DATA POLICY & REGULATION REAL ESTATE Zhengzhou city to buy up to 10,000 pre-owned homes this year to boost housing market >>>
COMPANY NEWS REAL ESTATE STOCKS TOP China Vanke shares hit new low in Hong Kong after reporting 50% drop in 2023 core net profit, aims to cut debt by over 100 bn yuan in two years >>>
COMPANY NEWS REAL ESTATE STOCKS Country Garden’s stock trading suspended pending release of 2023 results >>>
DATA REAL ESTATE TOP VIEWS & ANALYSIS China’s top 100 property developers saw sales surge 92% on month in Mar, remained sharply down from a year earlier – research >>>
DATA REAL ESTATE Chinese capital Beijing’s second-hand home transactions picked up to approach key 15,000 mark, prices fell further >>>
DATA REAL ESTATE TOP VIEWS & ANALYSIS New home prices in China’s 100 major cities grew fastest since Jul 2021 in Mar, second-hand home prices fell for 23rd straight month – research >>>
BONDS COMPANY NEWS REAL ESTATE Ad-hoc group of Shimao creditors plans to vote against debt restructuring plan >>>
DATA REAL ESTATE China’s residential land transactions slid 18.8% on year in Jan – Feb, top cities’ land sales surged >>>
COMPANY NEWS REAL ESTATE VIEWS & ANALYSIS JPMorgan slashed Country Garden Services’ target price to HK$3.6 from HK$5.9, expected further impairment risks >>>
COMPANY NEWS REAL ESTATE STOCKS Yuexiu Property slid up to 5% in Hong Kong after reporting 20% drop in 2023 attributable profit >>>
DATA REAL ESTATE Hong Kong home prices fell for 10th straight month to hit new low in over seven years, price likely to remained suppressed despite policy support >>>
POLICY & REGULATION REAL ESTATE Chinese regulator reportedly presses banks to fast-track loan approvals for whitelisted property developers – report >>>
COMPANY NEWS REAL ESTATE STOCKS China Overseas Property tumbles over 20% in Hong Kong after results, banks lower forecasts >>>
COMPANY NEWS REAL ESTATE STOCKS State-owned developer China Resources Land’s revenue rose 21.3% in 2023, net profit rose 11.7% >>>
POLICY & REGULATION REAL ESTATE Chinese regulator reportedly presses banks to fast-track loan approvals for whitelisted property developers – report >>>
BONDS COMPANY NEWS REAL ESTATE STOCKS Property developer Shimao announced offshore debt restructuring plan, offering four options >>>
COMPANY NEWS POLICY & REGULATION REAL ESTATE STOCKS TOP China’s property developers rally on expectation of more real estate policy easing >>>
MACRO POLICY & REGULATION REAL ESTATE TOP China can achieve this year’s economic growth, positive signs emerge in real estate market, policy to address local government debt risks gradually works – PBOC Governor >>>
POLICY & REGULATION REAL ESTATE Home purchase restrictions in top cities’ non-core areas likely to be canceled – mainland media >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Morgan Stanley raises Longfor Group’s target price, maintains Overweight rating, saying its liquidity risks manageable
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Nomura kept Buy rating on Longfor Group, cut target price to HK$17.1 >>>
COMPANY NEWS POLICY & REGULATION REAL ESTATE STOCKS VIEWS & ANALYSIS Citi Research slightly raised Longfor’s target price, rating kept at Buy >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Property developers Longfor’s growing recurring earnings provide financing support, profit visibility; liquidity risks low tis year – CLSA >>>
POLICY & REGULATION REAL ESTATE STOCKS China’s property developers rally after State Council called for more effort to further optimize real estate policies >>>
COMPANY NEWS REAL ESTATE STOCKS Property developer Longfor surge as operating cash flow turns positive, plans to repay some debt in advance >>>
COMPANY NEWS REAL ESTATE VIEWS & ANALYSIS Fitch Ratings downgraded China Vanke to junk citing weak sales, limited financing access >>>
COMPANY NEWS REAL ESTATE STOCKS Country Garden get 2.8 bn yuan funding from new partner to finish project in Guangzhou
COMPANY NEWS REAL ESTATE Property developer China Aoyuan completed restructuring of all offshore, onshore bonds >>>