DATA MACRO REAL ESTATE China’s real estate investment, property sales, developers’ financing declined at faster pace in Jan – Jul 2023-08-15 2023-08-16 >>>
BONDS REAL ESTATE VIEWS & ANALYSIS JPMorgan warns of higher risk for Chinese REITs after Country Garden’s debt payment delays 2023-08-14 2023-08-15 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Morgan Stanley slashed Country Garden’s target price by 69% to HK$0.75 from Hk$2.4, with Underweight rating 2023-08-14 2023-08-14 >>>
COMPANY NEWS MARKET REAL ESTATE STOCKS Country Garden slumped over 18% in Hong Kong amid growing concerns over liquidity, reportedly proposed onshore debt extension 2023-08-14 2023-08-14 >>>
BONDS COMPANY NEWS REAL ESTATE Chinese property developer Sino-Ocean defaults on guaranteed notes, expects wider loss for first half 2023-08-14 2023-08-14 >>>
BONDS COMPANY NEWS REAL ESTATE Country Garden to suspend trading of 11 onshore bonds from Monday amid liquidity stress 2023-08-13 2023-08-14 >>>
BONDS COMPANY NEWS REAL ESTATE Country Garden management apologizes for current situation, vows to take more effective measures to address liquidity stress 2023-08-13 2023-08-14 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Goldman Sachs cut Country Garden’s target price to HK$1.4, with Neutral rating 2023-08-11 2023-08-14 >>>
COMPANY NEWS MARKET REAL ESTATE STOCKS Chinese property developers’ shares outperformed on expectation of more supportive policy 2023-08-11 2023-08-14 >>>
COMPANY NEWS REAL ESTATE VIEWS & ANALYSIS Country Garden’s estimated H1 loss far exceeded expectation – UBS 2023-08-11 2023-08-14 >>>
COMPANY NEWS MARKET REAL ESTATE STOCKS Country Garden tumbled further to become penny stock in Hong Kong 2023-08-11 2023-08-14 >>>
POLICY & REGULATION REAL ESTATE China’s four top-tier cities to announce detailed real estate policy easing measures from mid-Aug to early Sept – state media 2023-08-11 2023-08-14 >>>
BONDS COMPANY NEWS REAL ESTATE Country Garden prepares for debt restructuring, hires CICC as financial advisor – report 2023-08-11 2023-08-14 >>>
COMPANY NEWS REAL ESTATE Country Garden flags up to 55 bn yuan loss for first half, vows to take measures to meet debt obligations 2023-08-10 2023-08-14 >>>
BONDS COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Moody’s further downgraded Country Garden’s credit rating to Caa1 amid heightened liquidity risk 2023-08-10 2023-08-14 >>>
BONDS COMPANY NEWS REAL ESTATE R&F Properties had 30.7 mln yuan commercial papers overdue by end of Jun 2023-08-10 2023-08-14 >>>
DATA REAL ESTATE Property sales in 30 major cities in Aug 1 – 8 fell 12.3% on month, down 30.6% on year – research 2023-08-10 2023-08-14 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS UBS reiterated sell rating on Country Garden, concerned about potential negative spillover effects of bond restructuring 2023-08-09 2023-08-14 >>>
POLICY & REGULATION REAL ESTATE China’s four top-tier cities reportedly to hold meeting about optimizing real estate policy 2023-08-09 2023-08-14 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS JPMorgan warns of greater headwinds for Country Garden, further cut target price 2023-08-09 2023-08-14 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Latest development from Country Garden may affect credit quality of mainland, Hong Kong banks – HSBC Global Research 2023-08-09 2023-08-14 >>>
COMPANY NEWS REAL ESTATE Three senior executives of Dalian Wanda under investigation – report 2023-08-09 2023-08-14 >>>
BONDS COMPANY NEWS MARKET REAL ESTATE STOCKS Property developer Country Garden missed coupon payments on two dollar bonds, shares slumped 2023-08-08 2023-08-14 >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS China’s urban village redevelopment plan to benefit largest state-owned developers, impact of real estate investment limited – Fitch Ratings 2023-08-08 2023-08-14 >>>
COMPANY NEWS REAL ESTATE Property developer Agile’s sales in Jan – Jul slid 31% on year 2023-08-08 2023-08-14 >>>
BONDS COMPANY NEWS REAL ESTATE Chinese property developer Yuzhou announced debt restructuring plan after default last year 2023-08-07 2023-08-14 >>>
COMPANY NEWS MARKET REAL ESTATE STOCKS Chinese property developers, property managers slide after strong rally last week 2023-08-07 2023-08-14 >>>
POLICY & REGULATION REAL ESTATE Zhengzhou lowers downpayment ratio for some new home purchases, removes restrictions on home resales 2023-08-05 2023-08-14 >>>
COMPANY NEWS REAL ESTATE VIEWS & ANALYSIS Moody’s downgraded Country Garden to B1, with negative outlook 2023-08-04 2023-08-14 >>>
MARKET REAL ESTATE STOCKS Chinese property developers continue to rally after PBOC governor vowed to step up financial support for private developers 2023-08-04 2023-08-14 >>>
BONDS COMPANY NEWS REAL ESTATE VIEWS & ANALYSIS Fitch upgrades Wanda Commercial Management, Wanda Hong Kong to CC from C after recent coupon payment 2023-08-04 2023-08-14 >>>
MACRO POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Expected real estate policy easing to benefit middle-tier cities more than top-tier, lower-tier cities – Fitch Ratings 2023-08-03 2023-08-14 >>>
DATA REAL ESTATE Shanghai’s new home transactions tumbled 47% on month in July amid low supply – research 2023-08-02 2023-08-14 >>>
DATA REAL ESTATE China’s tech hub Shenzhen saw second-hand home transactions drop 6% on month in July 2023-08-02 2023-08-14 >>>
DATA REAL ESTATE Beijing’s second-hand home transactions hit lowest since Feb, down 16.3% on month 2023-08-02 2023-08-14 >>>
COMPANY NEWS MARKET REAL ESTATE STOCKS Chinese property management companies rally, Country Garden Services surge after announcing stock buyback plan 2023-08-02 2023-08-14 >>>
DATA REAL ESTATE China’s top 100 developers’ land spending fell 13.4% on year in Jan – Jul – research 2023-08-01 2023-08-14 >>>
DATA REAL ESTATE China’s home prices declined further in Jul, second-hand home prices fell for 15th straight month – research 2023-08-01 2023-08-14 >>>
COMPANY NEWS MARKET REAL ESTATE STOCKS Country Garden said it’s not considering share placement after report of canceled HK$2.34 bn placement 2023-08-01 2023-08-14 >>>
COMPANY NEWS REAL ESTATE STOCKS Property developer Agile tumbles after announcing HK$387 mln top-up placement at 18% discount 2023-08-01 2023-08-14 >>>
DATA REAL ESTATE China’s top 100 property developers’ sales slid over 30% in July – research 2023-08-01 2023-08-14 >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Chinese central government’s recent positive tone on real estate boosted investor confidence – Jefferies 2023-07-31 2023-08-14 >>>
BONDS COMPANY NEWS REAL ESTATE R&F Properties stops appointing Fitch for credit rating 2023-07-31 2023-08-14 >>>
COMPANY NEWS MARKET REAL ESTATE STOCKS Property developer Shimao Group tumbled 65% in Hong Kong as trading resumed 2023-07-31 2023-08-14 >>>
BONDS COMPANY NEWS REAL ESTATE STOCKS Country Garden expects loss for first half, to “seek support from government, regulators” 2023-07-31 2023-08-14 >>>
MARKET REAL ESTATE STOCKS Chinese property developers rally in Hong Kong, A-share market on hopes of more policy support 2023-07-31 2023-08-14 >>>
POLICY & REGULATION REAL ESTATE China’s top-tier cities vowed to introduce policies to better meet housing demand after top authorities called for more efforts to real estate market 2023-07-31 2023-08-14 >>>
DATA REAL ESTATE Guangzhou’s luxury home sales surged in H1 despite sluggish housing market – research 2023-07-31 2023-08-14 >>>
MACRO POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Politburo statement on real estate slightly exceeds expectations, the sector to remain volatile until more decisive policies – BofA Securities 2023-07-26 2023-08-14 >>>
BONDS COMPANY NEWS REAL ESTATE Sunac China to hold voting on debt restructuring plan on Sept 18 2023-07-26 2023-08-14 >>>
