Moving Forward to 2030

In the Land Market

Published on June 11 2016

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...

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...

…

Greenland CIFI City (Hangzhou)

Published on June 7 2016

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...

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...

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...

…

Zhenjiang Jiaxing Ningbo CIFI

Published on June 2 2016

CIFI's first site in Ningbo : 05 / 2016 2014-1 Zhenjiang CIFI Times Residential GFA24832 AV1416 鎮江旭輝時代城 Sold Not much profit 2011 Jiaxing CIFI Square Commercial Investment properties GFA82600 嘉興旭輝廣場 Not a successful mall Net yield below 2% 2013-2 Jiaxing...

100% Zhuhai Aoyuan Plaza (珠海奧園廣場) GFA 271,100 --------------------------- Zhuhai Aoyuan Plaza is one of the most important Aoyuan's 2015/2016 new projects for 3883 China Aoyuan Property. In 09/2015 Aoyuan announced that the cost to acquire the piece of...

China Aoyuan has redeemed US$100 million 9.25% Senior Notes due 2018. The management commented, “Aoyuan successfully issued a US$250 million 6.525% senior notes at par in April 2016, recording an over subscription of 8.8 times. Certain portion of the...

…

CIFI Tianjin

Published on May 30 2016

In an interview CIFI GM (Tianjin) said 2016 contracted sales target : RMB3.5 billion. Whether to acquire land in down town CIFI has to consider the financial situation, development cycle and market trends. Safety first. 2011 CIFI Rosedale Residential...

…

CIFI Wuhan

Published on May 29 2016

CIFI did not entered Wuhan at the right time. 08/2013 it paid 114% above basic price to get the first development site in the city. Phase One of CIFI Private Mansion was launched in 07/2014 at a price may hardly bring in any profit. From 3Q 2015 onward,...