Determining intrinsic value of mid cap developers is not so subjective as most may think. Margin of safety provides a cushion against fear. illogical difference will be even up in the future. Supply & Demand picture in Tier 2 cities is pushing up Gross...

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Inventory level of new residential unit available for sale, as at the end of 05/2016, was merely about two months' market demand in Nanjing, Suzhou and Hefei. Not to that extreme, similar situation can be identified in Hangzhou, Shanghai and Beijing....

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Though in stages, first approval on change of land usage for this giant site, would likely be granted in 4Q 2016. Let us have a look at how 3883 got its development sites in the last 18 months : 2015 Jiaxing Aoyuan Gold Coast Land auction AV1093 One30...

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Current P/E Ratio (TTM) 4.51 : Dividend Indicated Gross Yield 6.72% When mathematical structures are good models of real phenomena, then mathematical reasoning can provide insight or predictions about nature. 3883 Securities Buyback Exercise : From...

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CIFI's projects in Beijing are mostly operated by joint venture companies. GFA presented in the following list are CIFI's share in those projects. In 2015 CIFI invested RMB1655 million in Beijing land market, not that much as most would think. While reading...

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The US Stock Market is not of favourable risk and return ratio. Hedge funds might have begun accumulating shorts there. Aoyuan is taking over Aoyuan - Hanlin projects Yulin Aoyuan City Plaza is now a confirmed project First 5 months in 2016 : Additions...

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Phase One Completion : 02/2017 19/6 奧園會舉行成都首發儀式，新售樓部 8 月中開放，Phase II 9 月中旬開盤。 Chenghua Aoyuan Plaza 09/2012 : AV2577 : 1.659 billion : GFA 644000 sqm Residential + Commercial + 30000 sqm Exchange and Exhibition Center Land A：GFA96497 ；Phase I Residential...

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A typical good project to demonstrate how FY2017 profit be locked up. A piece of farmland at the other side of the river opposite to Hangzhou Downtown, was cleared up for a new urban area. The local government built up a stadium and invested in stages...

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China Aoyuan has a much higher book value per share but a lower annual return to equity ratio, while comparing with CIFI Holdings. In fact, estimated net asset value per share of both these companies is about the same at five Hong Kong dollars. Such estimations...

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Aoyuan International Center Basement links up with Mass Transit Railway Station In the deal Aoyuan has to return 35% of built up area to the original land owner as a consideration for the development site. It is known to me Block 3 & 4 are agreed properties...

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