DATA REAL ESTATE VIEWS & ANALYSIS Major Chinese property developers’ sales declined further in Aug, major cities’ home sales hit lowest for same period since 2016 2023-09-03 2023-09-03 >>>
BONDS COMPANY NEWS REAL ESTATE Country Garden won approval to extend payment for onshore private bond 2023-09-03 2023-09-03 >>>
POLICY & REGULATION REAL ESTATE China’s Beijing, Shanghai announced home mortgage policy relaxation to support struggling housing market 2023-09-01 2023-09-03 >>>
POLICY & REGULATION REAL ESTATE China cut downpayment requirement, lowered rates on existing mortgage to support housing market 2023-09-01 2023-09-04 >>>
COMPANY NEWS DATA REAL ESTATE STOCKS Country Garden “deeply remorseful” for record loss for first half, warned of default risks 2023-08-31 2023-08-31 >>>
POLICY & REGULATION REAL ESTATE Guangzhou, Shenzhen ease home mortgage policy, other major Chinese cities expected to follow suit 2023-08-31 2023-08-31 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Country Garden to issue HK$270 million new shares to offset debt 2023-08-30 2023-08-30 >>>
COMPANY NEWS REAL ESTATE STOCKS Country Garden Services’ H1 net profit fell 8.7% on year, core net profit fell 9.5%, announced share repurchase plan 2023-08-29 2023-08-30 >>>
REAL ESTATE STOCKS Property developer R&F’s net loss narrowed by 26% on year in first half, shares surged 18% 2023-08-29 2023-08-30 >>>
COMPANY NEWS REAL ESTATE State-owned developers China Overseas, Poly Property saw first-half profit slide amid weak home sales 2023-08-29 2023-08-30 >>>
MARKET REAL ESTATE STOCKS China Evergrande tumbled nearly 79% as stock trading resumed after 17-month suspension 2023-08-28 2023-08-28 >>>
BONDS COMPANY NEWS REAL ESTATE VIEWS & ANALYSIS Moody’s downgraded property developer Longfor to Baa3, placed it under review for possible further downgrades 2023-08-28 2023-08-28 >>>
COMPANY NEWS POLICY & REGULATION REAL ESTATE STOCKS Trouble property developer Country Garden continue to rally on policy easing, good news on its project in Malaysia 2023-08-28 2023-08-28 >>>
COMPANY NEWS REAL ESTATE STOCKS Embattled China Evergrande’s H1 loss narrowed to 33 bn yuan, liabilities fell slightly to 2.39 tn yuan 2023-08-28 2023-08-28 >>>
COMPANY NEWS DATA REAL ESTATE Three Chinese banks reported higher bad loans to real estate sector in first half 2023-08-26 2023-08-26 >>>
COMPANY NEWS REAL ESTATE STOCKS China Evergrande to resume stock trading in Hong Kong next Monday after 17-month suspension 2023-08-26 2023-08-26 >>>
MARKET POLICY & REGULATION REAL ESTATE STOCKS Chinese property developers rally as authority unveils further easing of home mortgage policies 2023-08-25 2023-08-26 >>>
BONDS COMPANY NEWS REAL ESTATE STOCKS Hong Kong developer New World Development as bonds guaranteed by the company tumbled 2023-08-25 2023-08-25 >>>
COMPANY NEWS MARKET REAL ESTATE STOCKS China Evergrande Services posted 43% jump in H1 net profit, vows to shift from rapid expansion to high-quality development 2023-08-25 2023-08-25 >>>
BONDS COMPANY NEWS REAL ESTATE VIEWS & ANALYSIS Fitch Ratings downgrades Country Garden Services to junk grade, places it on negative watch 2023-08-24 2023-08-24 >>>
REAL ESTATE Era of surging home prices with extensive real estate development has basically ended – Communist Party publication 2023-08-24 2023-08-24 >>>
POLICY & REGULATION REAL ESTATE Housing is for living, not for speculation” not outdated – state media 2023-08-23 2023-08-24 >>>
COMPANY NEWS REAL ESTATE STOCKS China Evergrande proposed to convert loans to Evergrande NEV’s new shares 2023-08-23 2023-08-24 >>>
COMPANY NEWS REAL ESTATE Chinese local governments each owe private property developers 1 – 2 bn yuan in unpaid bills – report 2023-08-23 2023-08-23 >>>
COMPANY NEWS REAL ESTATE Property developer Agile Group expects 4 – 4.5 bn yuan in H1 loss, vs 2.4 bn yuan profit a year ago 2023-08-22 2023-08-22 >>>
BONDS COMPANY NEWS REAL ESTATE Property developer CIFI Holdings’ unit to convene bondholder meeting, seeking to postpone debt repayment due Sept 2023-08-22 2023-08-22 >>>
COMPANY NEWS REAL ESTATE China Evergrande confident internal controls improved, could meet Hong Kong’s listing rules 2023-08-22 2023-08-22 >>>
COMPANY NEWS REAL ESTATE Chinese developers’ unpaid commissions to Centaline Property Shenzhen exceeded 1 bn yuan – company document 2023-08-21 2023-08-22 >>>
COMPANY NEWS REAL ESTATE Country Garden’s available funds barely enough to ensure property delivery – report 2023-08-21 2023-08-21 >>>
BONDS COMPANY NEWS REAL ESTATE Country Garden unit proposed to extend private onshore bond by three years, some investors demanded full repayment – reports 2023-08-21 2023-08-22 >>>
COMPANY NEWS REAL ESTATE China’s securities regulator unveiled measures to boost stock market vitality, to clear channels for companies’ overseas listings 2023-08-18 2023-08-21 >>>
COMPANY NEWS REAL ESTATE Longfor Group expects some shopping malls could be packaged into C-REITS in 1-2 year 2023-08-18 2023-08-20 >>>
COMPANY NEWS REAL ESTATE Property developer Longfor Group’s H1 revenue slid 34.6% on year, contracted sales rose 14.8% 2023-08-18 2023-08-20 >>>
COMPANY NEWS POLICY & REGULATION REAL ESTATE China Evergrande’s unit under investigation for suspected manipulation of financial data 2023-08-18 2023-08-18 >>>
COMPANY NEWS REAL ESTATE Property developer Sunac sold project companies to Rongfeng to settle debt repayment 2023-08-17 2023-08-17 >>>
BONDS REAL ESTATE VIEWS & ANALYSIS China expected to see more credit defaults, “Lehman Moment” scenario unlikely – Citigroup 2023-08-17 2023-08-17 >>>
DATA REAL ESTATE Home rental transactions in China’s major cities rose over 10% on year in H1 2023-08-17 2023-08-18 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Jefferies sees heightened urgency for real estate supportive policy, downgrades Country Garden, Seazen 2023-08-17 2023-08-17 >>>
BONDS COMPANY NEWS REAL ESTATE Country Garden warns of material uncertainties over repayment of three onshore bonds 2023-08-16 2023-08-16 >>>
DATA REAL ESTATE Number of foreclosed properties in China rose nearly 20% in first half – research 2023-08-16 2023-08-16 >>>
BONDS COMPANY NEWS REAL ESTATE STOCKS Chinese property developer Sino-Ocean’s shares surged in Hong Kong on default waiver 2023-08-16 2023-08-16 >>>
POLICY & REGULATION REAL ESTATE Two provincial capital cities Fuzhou, Xi’an plan to lower home purchase restrictions – state media 2023-08-16 2023-08-16 >>>
COMPANY NEWS MARKET REAL ESTATE STOCKS Chinese property developers rally on expectation of policy easing 2023-08-16 2023-08-16 >>>
POLICY & REGULATION REAL ESTATE Ensuring home deliveries remains arduous task, stronger policy support needed – state media 2023-08-16 2023-08-16 >>>
COMPANY NEWS REAL ESTATE STOCKS Ping An Asset Management offloaded shares in Country Garden last Friday, cut stake to 4.99% 2023-08-16 2023-08-16 >>>
BONDS COMPANY NEWS REAL ESTATE VIEWS & ANALYSIS JPMorgan raised forecast of EM corporate high-yield bond default rate due to China’s real estate debt crisis 2023-08-16 2023-08-16 >>>
DATA MACRO REAL ESTATE China’s housing market remained sluggish in July, new home prices in major cities fell on month for first time this year 2023-08-16 2023-08-16 >>>
COMPANY NEWS REAL ESTATE KWG Group disposed off equity interests in projects to Greentown China for over 2 bn yuan 2023-08-16 2023-08-16 >>>
COMPANY NEWS MARKET REAL ESTATE STOCKS State-backed property developer Sino-Ocean tumbled after defaulted on notes, warned wider interim loss 2023-08-15 2023-08-15 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Moody’s lowered corporate family rating for Country Garden Services to Ba1 from Baa3, with Negative outlook 2023-08-15 2023-08-15 >>>
