Moving Forward to 2030

结合成都特色打造奥园特色产品 Aoyuan Foshan Projects will become a major contributor to 2H 2016 contracted sales 1H 2016 奧園 3883 合同銷售105.3 億元，相比去年同期大幅增長 73%，已完成 2016 銷售目標的63%。得益於購房節的助推，奧園地產上半年整體銷售力度不斷加大，業績亦隨之實現了同比大幅增長，且首次在半年內錄得過百億的銷售額。在交出一份漂亮的半年銷售成績單同時，奧園地產還通過收購項目首入深圳及成都，實現了區域佈局的擴張。...

Industrial Securities Report dated 20/07/2016 : Target 2.88 CSM (HK) Report dated 11/07/2016 : Target 2.30 A bullish block trade of 5M shares of 884 occurred at price of HK$2.0 at 1pm, 27/7/2016 884 share price is about 20% above that of 3883 at today's...

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Notable Changes in a Month

Published on July 26 2016

ABCI's Report dated 22/06/2017 Would only be launched in 2017 Notable developments since the latest report issued by ABCI dated 22/06/2016 : 1) Share price raised from HK$2.68 to HK$3.02 : +12.7% 2) A new batch of residential units at Logan City was launched...

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Sitting in the Waiting Room

Published on July 23 2016

中央開閘放水，某些城市的房地產承載了低窪。 1H 2016, New sites acquired by Top 20 developers has reached an average land cost AV8348 + 30.31%, year on year. Their new sites in Tier 1 & 2 cities recorded an average land cost +116.9% and +79.8% respectively, year on year, while...

20/07/2016 Logan's Announcement : Terminate discussion with China Jialing 20/07/2016 China Jialing's Announcement : Asset Restructure Plan will not involve Logan Property 3380 02/06/2016 Logan's Announcement : Discussion with China Jialing on Possibility...

Anyone interested in CIFI 884 / Logan 3380 should be aware that including dividend paid, total return for either one, has been above 40% in 6 months. Though I shall hold on these 2 stocks, I believe China's property market would cool down in the second...

The MSCI China A Real Estate Index (30/06/2016) Shenzhen saw annual price growth jump 63% in the year to March 2016, thanks to the 57% increase in granted amount of housing loans. Shenzhen Property Market Update Average selling price of Shenzhen residential...

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Yuzhou is too aggressive for me

Published on July 16 2016

Yuzhou Properties 1628 performs well on the 6 months' chart. Dividend of the year has been HK$0.18 per share, that is an annual yield 7.8% at a share price HK$2.30. Yesterday, the company released two pieces of exciting news, in response, the stock price...

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Logan's Zhuhai Ventures

Published on July 16 2016

1 & 棟爲 50 層三梯四戶V型超高層住宅，高 151.88 米；3 棟爲 25 層三梯六戶高層住宅。 1Q 2015 Logan purchased the site for the high rise 3 blocks residential development at a land cost RMB 17000 per sqm floor area. Block Three was launched in 04/2016 at an average unit price RMB 37000...