Moving Forward to 2030

Deutsche Bank Markets Research arranged a group meeting for Aoyuan on Oct 22. * Average cost of borrowing has dropped to around 9%. * Management expects net gearing to be controlled at under 80% at end-2015. * Management expects FY15 cash collection ratio...

Zhuhai Aoyuan Plaza is one of the most important Aoyuan's 2015/2016 new projects. Terms with the farmers' co-operative to develop the site has not been released yet. In 09/2015 Aoyuan announced that the cost to acquire the piece of land has been RMB 740...

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First major investment by Aomygod

Published on November 18 2015

Aoyuan Cross Border Commerce Group, an arm of 3883 aims to get listed as early as 2H 2016, has just entered into agreement with Ningdu Local Government to develope a complex in Ningdu, Ganzhou City. Details are yet to be released. Nevertheless, it is...

It took only 15 minutes for all the 66 shops be sold out. Aoyuan International Center has just launched the first batch of commercial premises and received robust response from the market. Awaiting approval for sales from the authority, 400 office apartments...

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Comments on recent moves by Aoyuan

Published on November 4 2015

Contracted Sales RMB11.15 Billion for the First Ten Months in 2015 -- The two key projects of the year, Aoyuan International Center in Panyu and Zhuhai Aoyuan Plaza, would only be firstly launched in 11/2015. It means that Aoyuan would has little difficulty...

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Simple Logic must be respected

Published on October 18 2015

Difference in cost of fund with market leaders has been narrowed to within 2% in the on-shore bond market. Valuation gap in between 3883 and the first liners in the sector has begun an adjustment in accordance with simple logic. 市場天生就不穩定，偏見和認知缺陷進一步導致市場波動。市場參與者帶著偏見操作，而偏見本身也影響事件的推展。除了憑藉專業知識進行分析之外，直覺在投資方面也很重要。尋找市場可能出現過度非均衡的傾向是發現投資機會的捷徑。當偏差過大至超過某個臨界點時，會出現相反趨勢。根據研究先假設一種發展趨勢，然後建立小倉位來試探市場，若假設有效，則繼續投入巨資；若假設是錯誤的，就毫不猶豫地撤資。槓桿投資不僅需要好的心理素質，還需要保持槓桿平衡的技巧和能力。...

Terra Fortune Group -- 2015 年在深圳前海啟動了新絲路互聯網金融服務有限公司，開啟新時代的互聯網金融服務，同時將互聯網金融與房地產緊密結合，專業線上眾籌服務。 China Aoyuan -- 2015 年成立智安科技，打造國內首個基於移動互聯網的智慧家庭生活服務 O2O 平台“智愛生活”平台，全面將房地產與互聯網 + 相結合，並應用於旗下樓盤，業績穩步提升。富元與奧園互聯網戰略合作 -- 以智安科技全網營銷的新理念和新成果，融合傳統房地產銷售體系，將全面提升富元品牌在中山市場的營銷力。...

Guangzhou residential land market has been really hot in 3Q 2015. Risk : Return ratio looks unfavorable for those developers chasing aggressively in the Guangzhou land market. 23/9 广州海珠区石岗路两宗土地出让，吸引了保利、越秀、招商、金融街、雅居乐、葛洲坝等近 20 家知名房企。经过激烈竞投， AH050906 地块被雅居乐以...

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Review on 3883 as an Investor

Published on October 1 2015

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Acquired Foshan New Site at AV9357

Published on September 30 2015

Site Area : 33186 m2, GFA : 116150 m2 (commercial 10000 m2 inclusive) Aoyuan Management : The shot into the high end site, partly because the market demand and our projection of a more prosperous Nanhai future ahead. And it has always been our wish to...