China Property Market

The substantial shareholder disclosure shows Sunac subscribing to 2.52Bil Kaisa shares at $1.80 on 30 Jan 2015.

The shareprice of Kaisa is standing at $2.76 today so the Sunac 49% stake is showing a potential gain of HK $2+ Bil.

(30-03-2017, 10:44 AM)soros Wrote: The substantial shareholder disclosure shows Sunac subscribing to 2.52Bil Kaisa shares at $1.80 on 30 Jan 2015.

The shareprice of Kaisa is standing at $2.76 today so the Sunac 49% stake  is showing a potential gain of  HK $2+ Bil.

Don't think that deal was done. The major shareholders are kwoks, Sino life and HK toy king.

Yup cause I think Sunac said to the effect that Kaisa books were not reliable

My info comes from aastocks website on substantial shareholder disclosure for stock 1638 showing Sunac China Holdings with 49.25 % interest - 2.529 Billion shares :

http://www.aastocks.com/en/stock/Interes...mbol=01638

Kaisa's monthly return at end of Feb 2017 to HKEX shows total shares issued = 5.135 Billion

(30-03-2017, 05:58 PM)soros Wrote: My info comes from aastocks website on substantial shareholder disclosure for stock 1638 showing Sunac China Holdings with 49.25 % interest - 2.529 Billion shares :

http://www.aastocks.com/en/stock/Interes...mbol=01638

Kaisa's monthly return at end of Feb 2017 to HKEX shows total shares issued =  5.135 Billion

See the offshore bonds restructuring Annc in 2016. There is a shareholder list in it.

2017.04.02開放新中國／北京房每坪百萬　政府祭嚴厲調控
https://www.youtube.com/watch?v=EZXLeYhTOTk

2017.04.23開放新中國／一夜升格特區　雄安人宛如中頭彩
https://www.youtube.com/watch?v=jhp_7QiLYQk


2017.04.23開放新中國／首都喘口氣　北京百里外打造雄安新區
https://www.youtube.com/watch?v=L5TMXl-_aDE

Copied from aastocks website today @ 19 May 2017 :

PRC developers were sought after this morning, especially EVERGRANDE. Upgraded by S&P Ratings to B with stable outlook,

EVERGRANDE (03333.HK) +0.840 (+9.666%) Short selling $62.20M; Ratio 4.667% rose for 3 straight days and once hit last month's record high $9.32, once rose to $9.77, and last traded at $9.49, spiking 9.2%, on surging volume of 127 million shares, on a turnover of nearly $1.2 billion.

COUNTRY GARDEN (02007.HK) +0.510 (+6.598%) Short selling $76.45M; Ratio 21.184% also rose for 3 straight days and once hit last month's record high $8, once climbed to $8.38, and last traded at $8.24, up 6.6%, on rising volume of 39.95 million shares, on a turnover of $326 million.

CH OVS G OCEANS (00081.HK) +0.240 (+6.522%) Short selling $3.95K; Ratio 0.022% and
SUNAC (01918.HK) +0.780 (+7.429%) Short selling $30.35M; Ratio 11.931% once climbed to $3.99 and $11.46, and last traded at $3.91 and $11.24, up 6.3% and 7%.
CIFI HOLD GP (00884.HK) +0.160 (+6.038%) Short selling $3.94M; Ratio 18.368% ,
GREENTOWN CHINA (03900.HK) +0.300 (+4.208%) Short selling $8.65M; Ratio 26.349% ,
R&F PROPERTIES (02777.HK) +0.560 (+4.553%) Short selling $22.01M; Ratio 24.279% ,
KWG PROPERTY (01813.HK) +0.300 (+5.525%) Short selling $4.66M; Ratio 5.877% ,
AGILE GROUP (03383.HK) +0.280 (+4.509%) Short selling $23.55M; Ratio 11.375% and
POLY PROPERTY (00119.HK) +0.140 (+4.746%) Short selling $732.11K; Ratio 4.873% also gained over 4%, as they once rose to $2.85, $7.51, $12.98, $5.74, $6.6 and $3.11 respectively.

SHENZHEN INVEST (00604.HK) +0.100 (+2.907%) Short selling $2.35M; Ratio 4.868% ,
SHIMAO PROPERTY (00813.HK) +0.500 (+4.237%) Short selling $520.33K; Ratio 0.842% and
YUEXIU PROPERTY (00123.HK) +0.050 (+4.132%) Short selling $3.62M; Ratio 12.958% surged over 3%.
CHINA VANKE (02202.HK) +0.380 (+1.979%) Short selling $2.39M; Ratio 2.686% ,
blue-chip
CHINA RES LAND (01109.HK) +0.400 (+1.905%) Short selling $18.14M; Ratio 22.295% and
CHINA OVERSEAS (00688.HK) +0.500 (+2.262%) Short selling $14.80M; Ratio 5.522% shot up nearly 2%-2.5%.

(Quote is delayed for at least 15 mins.Short Selling Data as at 2017-05-19 12:25.)

朱镕基之子炮轰中国房市:未来房价将暴跌(图)
http://bbs.wenxuecity.com/backhome-home/1228454.html

Bloomberg issued an interesting report on 23 Aug 2017 about growth around the Pearl River Delta :

https://www.bloomberg.com/news/articles/...in-waiting