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Asia Weekly: Partially Inverted US Treasury Curve

Asia Weekly: 07 Dec 2018, 4:26 AM ET - Since the start of this week, the US Treasury curve has been partially inverted as the 5Y Treasury started to trade inside of the 3Y and 2Y Treasuries. There was also some divergence in Asian $-bond spreads this week.

China Trip Notes Oct-18: What Is Great About It

Site Visits: 04 Dec 2018, 10:39 PM ET - Home prices across China’s Greater Bay Area have surged in recent years. We keep our recommendations on Agile, Cogard, Evergrande, KWG and Shimao unchanged after our recent trip to Shenzhen, Guangzhou, Foshan and Zhongshan.

Indonesia Property: 2019 Outlook

Sector Outlook: 04 Dec 2018, 5:19 AM ET - We take a look at the key drivers that would shape the course of Indonesian property heading into 2019. We provide the credit outlook for Indonesian property for 2019 and the recommendations for the individual companies.

Foshan Trip Notes October 2018: Spillover Demand

Site Visits: 25 Nov 2018, 11:57 PM ET - Compared to the other Tier-1 cities we visited, the housing and credit policies in Foshan were far more relaxed.  It is no wonder that some non-natives in Guangzhou have chosen to buy homes in Foshan instead. 

Shenzhen Trip Notes October 2018: Too Expensive!

Site Visits: 21 Nov 2018, 5:01 AM ET - Shenzhen homes are extremely expensive.  The LTM Cost/Income multiple as of September 2018 was 43.2x (National average: 9.9x), indicating that new homes in Shenzhen are significantly less affordable than most places in China.

China Property Sector: PBOC’s Take On Sector

Sector Analysis: 09 Nov 2018, 3:12 AM ET - Is the China property sector risky in the eyes of the People's Bank of China ("PBOC")?
Focused

Zhongshan Trip Notes Oct-18: Vanke Le Bonheur

Site Visits: 31 Oct 2018, 3:40 AM ET - We visited Zhongshan Vanke Le Bonhuer (万科柏悦湾) recently.  Some home buyers have waited for a year and still have not been able to sign their contracts.

Guangzhou Trip Notes Oct-18: Kaisa City Plaza

Site Visits: 24 Oct 2018, 11:54 PM ET - We visited Guangzhou Kaisa City Plaza (广州佳兆业城市广场) last week. 
Focused

Asia Credit Calendar: Week of 22 October 2018

Strategy Analysis: 19 Oct 2018, 3:25 AM ET - Baidu, China Vanke, Yanzhou Coal Mining and JSW Steel will report results this week. Economic releases from Indonesia, Malaysia, Singapore, South Korea and United States are also due.

China Property Navigator 3Q18: Macros in Pictures

China Property Navigator: 12 Oct 2018, 4:04 AM ET - This report marks the end of our China Property Navigator 3Q18 series. Developers appear to be shifting their land bank expansion focus to out of China's top 40 cities.

China Property Navigator 3Q18: Bond Supply

China Property Navigator: 11 Oct 2018, 3:23 AM ET - This report is part 4 of our 5-part 3Q18 China Property Navigator. The domestic public corporate bond market seems to be re-opening quietly. Supply risk from the China property sector is also expected to moderate in 4Q18.

China Property Navigator 3Q18: Relative Ranking

China Property Navigator: 10 Oct 2018, 12:38 AM ET - This is the 3rd part of our 5-part 3Q18 China Property Navigator. We ranked the 13 Chinese developers under our full coverage and upgraded our recommendations on a number of bond issues.

China Property Navigator 3Q18: 1H18 Results Wrap

China Property Navigator: 09 Oct 2018, 3:54 AM ET - We summarize the LTM to 1H18 results of the Chinese developers under our coverage in this report and highlight broad trends in 1H18. This report is the 2nd part of a 5-part series.

China Property Navigator 3Q18: Housing Policies

China Property Navigator: 08 Oct 2018, 1:55 AM ET - Local governments continued fine-tuning existing housing policies for their respective cities in 3Q18. Tighter resale restrictions and HPRs were rolled out even at the county-level.

China Property: 14-20 October 2018 Site Visits

Worth Watching: 26 Sep 2018, 4:15 AM ET - China Property : China first announced its initiative to link up Guangdong, Hong Kong and Macau and transform the Pearl River Delta region into the "Guangdong-Hong Kong-Macau Greater Bay Area" in mid-2017. The Greater Bay Area covers 11 cities in ..

China Property: 14-20 October 2018 Site Visits

Worth Watching: 13 Sep 2018, 3:53 AM ET - China Property : China first announced its initiative to link up Guangdong, Hong Kong and Macau and transform the Pearl River Delta region into the "Guangdong-Hong Kong-Macau Greater Bay Area" in mid-2017. The Greater Bay Area covers 11 cities. ..

HK/SG Conference 2018: Indo vs. Chinese Developers

Transcript: 31 Jul 2018, 10:58 PM ET - Indonesian versus Chinese Developers: Where is the value?

Asia Weekly: Another Dead Cat Bounce?

Asia Weekly: 20 Jul 2018, 12:03 AM ET - A "dead cat bounce" is a phrase used by traders to describe a short-lived recovery in price. The phrase was derived from the idea that even a dead cat will bounce if it falls far enough and fast enough.

China Property Navigator 2Q18: Liquidity Crunch?

China Property Navigator: 04 Jul 2018, 5:01 AM ET - Will Chinese developers face a liquidity crunch, on the back of rising average cost of debt and the recent NDRC rule on limiting offshore bond proceeds?

China Property Navigator 2Q18: Housing Policies

China Property Navigator: 03 Jul 2018, 6:18 AM ET - China maintained its restrictive policy stance in most cities. More tightening measures were imposed in lower Tier-2 cities while fine-tunings were made at the district level. 

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