China Property Market

[soros]

The substantial shareholder disclosure shows Sunac subscribing to 2.52Bil Kaisa shares at $1.80 on 30 Jan 2015.

The shareprice of Kaisa is standing at $2.76 today so the Sunac 49% stake is showing a potential gain of HK $2+ Bil.

[opmi]

The substantial shareholder disclosure shows Sunac subscribing to 2.52Bil Kaisa shares at $1.80 on 30 Jan 2015.

The shareprice of Kaisa is standing at $2.76 today so the Sunac 49% stake  is showing a potential gain of  HK $2+ Bil.

Don't think that deal was done. The major shareholders are kwoks, Sino life and HK toy king.

[specuvestor]

Yup cause I think Sunac said to the effect that Kaisa books were not reliable

[soros]

My info comes from aastocks website on substantial shareholder disclosure for stock 1638 showing Sunac China Holdings with 49.25 % interest - 2.529 Billion shares :

http://www.aastocks.com/en/stock/Interes...mbol=01638

Kaisa's monthly return at end of Feb 2017 to HKEX shows total shares issued = 5.135 Billion

[opmi]

My info comes from aastocks website on substantial shareholder disclosure for stock 1638 showing Sunac China Holdings with 49.25 % interest - 2.529 Billion shares :

http://www.aastocks.com/en/stock/Interes...mbol=01638

Kaisa's monthly return at end of Feb 2017 to HKEX shows total shares issued =  5.135 Billion

See the offshore bonds restructuring Annc in 2016. There is a shareholder list in it.

[Behappyalways]

2017.04.02開放新中國／北京房每坪百萬　政府祭嚴厲調控
https://www.youtube.com/watch?v=EZXLeYhTOTk

[Behappyalways]

2017.04.23開放新中國／一夜升格特區　雄安人宛如中頭彩
https://www.youtube.com/watch?v=jhp_7QiLYQk


2017.04.23開放新中國／首都喘口氣　北京百里外打造雄安新區
https://www.youtube.com/watch?v=L5TMXl-_aDE

[soros]

Copied from aastocks website today @ 19 May 2017 :

PRC developers were sought after this morning, especially EVERGRANDE. Upgraded by S&P Ratings to B with stable outlook,

EVERGRANDE (03333.HK) +0.840 (+9.666%) Short selling $62.20M; Ratio 4.667% rose for 3 straight days and once hit last month's record high $9.32, once rose to $9.77, and last traded at $9.49, spiking 9.2%, on surging volume of 127 million shares, on a turnover of nearly $1.2 billion.

COUNTRY GARDEN (02007.HK) +0.510 (+6.598%) Short selling $76.45M; Ratio 21.184% also rose for 3 straight days and once hit last month's record high $8, once climbed to $8.38, and last traded at $8.24, up 6.6%, on rising volume of 39.95 million shares, on a turnover of $326 million.

CH OVS G OCEANS (00081.HK) +0.240 (+6.522%) Short selling $3.95K; Ratio 0.022% and
SUNAC (01918.HK) +0.780 (+7.429%) Short selling $30.35M; Ratio 11.931% once climbed to $3.99 and $11.46, and last traded at $3.91 and $11.24, up 6.3% and 7%.
CIFI HOLD GP (00884.HK) +0.160 (+6.038%) Short selling $3.94M; Ratio 18.368% ,
GREENTOWN CHINA (03900.HK) +0.300 (+4.208%) Short selling $8.65M; Ratio 26.349% ,
R&F PROPERTIES (02777.HK) +0.560 (+4.553%) Short selling $22.01M; Ratio 24.279% ,
KWG PROPERTY (01813.HK) +0.300 (+5.525%) Short selling $4.66M; Ratio 5.877% ,
AGILE GROUP (03383.HK) +0.280 (+4.509%) Short selling $23.55M; Ratio 11.375% and
POLY PROPERTY (00119.HK) +0.140 (+4.746%) Short selling $732.11K; Ratio 4.873% also gained over 4%, as they once rose to $2.85, $7.51, $12.98, $5.74, $6.6 and $3.11 respectively.

SHENZHEN INVEST (00604.HK) +0.100 (+2.907%) Short selling $2.35M; Ratio 4.868% ,
SHIMAO PROPERTY (00813.HK) +0.500 (+4.237%) Short selling $520.33K; Ratio 0.842% and
YUEXIU PROPERTY (00123.HK) +0.050 (+4.132%) Short selling $3.62M; Ratio 12.958% surged over 3%.
CHINA VANKE (02202.HK) +0.380 (+1.979%) Short selling $2.39M; Ratio 2.686% ,
blue-chip
CHINA RES LAND (01109.HK) +0.400 (+1.905%) Short selling $18.14M; Ratio 22.295% and
CHINA OVERSEAS (00688.HK) +0.500 (+2.262%) Short selling $14.80M; Ratio 5.522% shot up nearly 2%-2.5%.

(Quote is delayed for at least 15 mins.Short Selling Data as at 2017-05-19 12:25.)

[Behappyalways]

朱镕基之子炮轰中国房市:未来房价将暴跌(图)
http://bbs.wenxuecity.com/backhome-home/1228454.html

[soros]

Bloomberg issued an interesting report on 23 Aug 2017 about growth around the Pearl River Delta :

https://www.bloomberg.com/news/articles/...in-waiting