Top of the pack ...
Hong Kong Property Sector – Maintain MW Cusson Leung, CFA (3)
New report: Alpha over beta
Kerry Properties (683 HK) – Upgrade to O Cusson Leung, CFA (4)
Enough is enough!
China Property Sector – Maintain UW Jinsong Du (5)
Discussions with developers confirmed more than expected cash margin downside
Regional
Asia Pacific Strategy Kin Nang Chik (6)
Credit Suisse GEM valuation snapshot
Asia Pacific Strategy Kin Nang Chik (7)
Credit Suisse valuation snapshot
Asia Quant Strategy Jahanzeb Naseer (8)
If you expect a correction, buy what you don't like
China
China Property Sector – Maintain UW Duo Chen (9)
Weekly updates: Volume +17% WoW and -27% YoY; Vice Premier says no loosening on housing next year
China Property Sector – Maintain UW Jinsong Du (5)
Discussions with developers confirmed more than expected cash margin downside
China Power International (2380 HK) – Maintain O Edwin Pang (10)
Laggard looks to provide inexpensive entry to potential power reform
Shanghai Shimao (600823.ss) – Initiating Coverage with O Vincent Chan (11)
New report: Low-tier city commercial property player
Hong Kong
Hong Kong Property Sector – Maintain MW Cusson Leung, CFA (12)
Summary of valuation, EPS and ratings changes
Hong Kong Property Sector – Maintain MW Cusson Leung, CFA (3)
New report: Alpha over beta
Hang Lung Properties (101 HK) – Downgrade to U Cusson Leung, CFA (13)
Premium valuation should start to unwind