Also sprach Analyst

Investment Analysis, China Economy, Global Economy, Real Estate and Financials

Real Estate

The latest analysis and updates on global property/real estate. Hong Kong, China, and the rest of the world.

Hong Kong, Real Estate. 12 May, 2011, 17:00 Hong Kong Property: Three Sites Sold In A Land Auction
Three residential sites were sold in a government land auction today, all at prices near the high-end of market expections.
China, Real Estate. 12 May, 2011, 13:35 China’s Banks Tightened Lending For Home Mortgages
Some banks in China are voluntarily raising the down-payment requirement for mortgage lending from 30% to 40%.
China, Real Estate. 11 May, 2011, 16:37 China Real Estate: Investment Is Still Growing Fast
Real estate investment is still growing rapidly, thought the growth of bank loans as a source of fund decreases, reflecting tigher bank credit.
China, Real Estate. 6 May, 2011, 14:04 Hong Kong-Based Property Agency Closes All Shanghai Branches
Midland and other HK-based real estate agencies tell the stories of their really hard time in China amid increasingly aggressive cooling measures.
Hong Kong, Real Estate. 5 May, 2011, 22:03 The Biggest Bull Of Hong Kong Property Is Selling Off Properties
Andrew Look still sounds very bullish on Hong Kong Property (as of yesterday), yet he has been off-loading his real estate for the past six months.
China, Real Estate. 3 May, 2011, 18:31 Ronnie Chan: No Bubble In China Real Estate
Ronnie Chan of Hang Lung Properties offers some views on why China real estate is not a bubble.
China, Real Estate. 3 May, 2011, 13:36 Chinese Real Estate Developers Profits Drop, Debts Approach One Trillion
Chinese real estate developers’ profits dropped slightly in the first quarter of 2011, yet inventories and debts are reaching unprecedented levels.
China, Real Estate. 3 May, 2011, 12:39 China: Real Estate Prices Rose By 0.4% In April
The CREIS 100-city prices indices showed that real estate prices are holding steady in China for the moment.
China, Real Estate. 2 May, 2011, 21:57 China Real Estate: On Financing The Public Rental Housing
Chongqing’s public rental housing is 70% financed by bank loans, a leverage ratio that should makes people worried.
China, Real Estate. 2 May, 2011, 13:58 China Real Estate: Home Prices In Beijing Dropped By 10%?
Xinhua ran with a misleading headline that home prices in Beijing has dropped by 10%.
Hong Kong, Real Estate. 29 April, 2011, 3:53 Hong Kong Property: On Some Useful Leading Indicators
Here are the reasons why you should look at money supply growth more closely than real interest rate, while stock prices may be another small signal.
China, Real Estate. 28 April, 2011, 11:42 China Real Estate: Government Moves To Curb Profits Of Developers
The government now wants to limit the profits of developers to curb home prices.
Hong Kong, Real Estate. 27 April, 2011, 15:06 Hong Kong Property: Ko Shan Road Site Sold At HK$1.525 Billion In A Land Auction
The Ko Shan Road site was sold at HK$1.525 billion, beating consensus. However, property developers stocks did not react positively after the good land auction result.
Hong Kong, Real Estate. 27 April, 2011, 4:15 Hong Kong Property: Does Real Interest Rate Matter?
Negative real interest rate is good for real estate in the long-run, but only in the long-run. It has been a terrible indicator for timing major turning points.
Real Estate, World. 26 April, 2011, 21:33 United States: S&P/Case-Shiller Indices Show That Home Prices Near Post-Crisis Low
The housing double dip in the United States seems to be accelerating. If this contines, we may see post-crisis new low in the coming few months.
China, Real Estate. 26 April, 2011, 12:39 China Real Estate: Some Markets Are Making Huge Comebacks
Some of the markets are showing resilience amid tightening measures, suggesting that the government has more work to be done.
China, Real Estate. 26 April, 2011, 0:07 China Real Estate: First Casualty Of A Local Government
Haikou became the first city to life the real estate buying restrictions because property-related revenue dropped.
China, Real Estate. 21 April, 2011, 12:24 China Real Estate: Details Of New Round Of Stress Test
Some details on the stress test on the property-related loans emerged, with some reasonable and unreasonable scenarios.
China, Real Estate. 19 April, 2011, 14:27 Peter Churchouse: Bullish On Hong Kong Commercial Real Estate, Bearish On China
Peter Churchose is bullish on Hong Kong commercial properties, but bearish on China real estate as large supply is coming on stream.
Hong Kong, Real Estate. 19 April, 2011, 3:37 Yields In Hong Kong Residential Market
Rental yields are at 20-year low in residential properties. That means on this metric, real estate has never been so expensive.