Sample Name
Sample Code
Sample Name
Sample Code
Sample Name
Sample Code
4
Nike
NKE
5
Palantir
PLTR
China Mainland Property Mgnt
- 1388.425
- +6.683+0.48%
Market Closed Apr 3 16:00 CST
1396.547High1361.193Low
1363.735Open1381.742Pre Close113.92MVolume10Rise22.32P/E (Static)661.80MTurnover19Flatline0.18%Turnover Ratio244.70BMarket Cap20Fall230.87BFloat Cap
15% increase in price for a company with good cash flow and no gearing, given…
dvd continues to increase to 1.33 from 1.096
at current market cap, adjusted net cash position (RMB7b vs reported 10b), EV/EBITDA of around 4x.
see company growing EBITDA through the years.
very safe balance sheet for a “distressed property” market outlook. see opportunities for company to grab with this kind of balance sheet and cashflow.
what are areas of concern? anyone?
MORE CITIES SAW HOUSING PRICE M/M INCREASES. HOME PRICES FELL ON MONTH IN 49 OF 70 CITIES VS. 63, FELL ON YEAR IN 67 OF 70 CITIES VS. 67 IN OCT.
$COUNTRY GARDEN (02007.HK)$ $CG SERVICES (06098.HK)$ $AGILE GROUP (03383.HK)$ $AGILE GROUP HOLDIN (AGPYY.US)$ $LONGFOR GROUP HLDG (LGFRY.US)$ $LONGFOR GROUP (00960.HK)$ $EVERGRANDE (03333.HK)$
Not indicative of China’s overall property market IMHO. Country Garden’s reputation is shot and few believe they can meet their obligations to buyers.
$COUNTRY GARDEN (02007.HK)$ $CG SERVICES (06098.HK)$ $AGILE GROUP (03383.HK)$ $AGILE GROUP HOLDIN (AGPYY.US)$ $EVERGRANDE (03333.HK)$ $Hang Seng H-Share Index ETF (02828.HK)$
2⃣Residential housing sales areas decline narrowed to -17.1% y/y at 703 million square meters, and the total sales down by 22.7% y/y to 6.89 trillion yuan. (narrowed)
3⃣Developing funds in place down 20.0% y/y(narrowed) to 7.89 trillion yuan.
4️⃣Sentiment 92.41
$LONGFOR GROUP (00960.HK)$ $CG SERVICES (06098.HK)$ $AGILE GROUP (03383.HK)$ $EVERGRANDE (03333.HK)$
ALL CHINA SEPT NEW HOME PRICES -0.7% M/M (AUG -0.7%), -5.8% Y/Y (AUG -5.3%). STABILIZED M/M, WITH Y/Y DECLINES WIDENING.
HOME PRICES FELL M/M IN 66 OF 70 CITIES VS. 67 IN AUG, FELL Y/Y IN 68 CITIES, VS 68 IN AUG.
$CG SERVICES (06098.HK)$ $LONGFOR GROUP (00960.HK)$ $EVERGRANDE (03333.HK)$ $AGILE GROUP (03383.HK)$
Seems as if a recovery was already starting to take form underneath the surface. Now, they are addressing the demand side with lower mortgage rates, easier ...
HANG SENG INDEX TURNS NEGATIVE AFTER PREVIOUSLY RISING OVER 2%; HANG SENG TECH INDEX NARROWS GAINS TO 0.36%.
$RONSHINECHINA (03301.HK)$ $SUNAC (01918.HK)$ $KAISA GROUP (01638.HK)$ $SHIMAO GROUP (00813.HK)$ $CHINA VANKE (02202.HK)$ $SINO-OCEAN GP (03377.HK)$ $CIFI HOLD GP (00884.HK)$ $CHINA AOYUAN (03883.HK)$ $SEAZEN (01030.HK)$ $ZHENRO PPT (06158.HK)$ $AGILE GROUP (03383.HK)$ $LONGFOR GROUP (00960.HK)$ $LOGAN GROUP (03380.HK)$ $KWG GROUP (01813.HK)$ $POWERLONG (01238.HK)$ $CHINA JINMAO (00817.HK)$ $TIMES CHINA (01233.HK)$ $SUNAC SERVICES (01516.HK)$ $POWERLONG CM (09909.HK)$ $CG SERVICES (06098.HK)$ $S-ENJOY SERVICE (01755.HK)$
2) Increase in credit for "white-listed" projects to 4 trillion yuan by year-en...
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