The problem is why so many possitive news about YL , but they are not reacting possitively to share price of YL ? This really confusess the investors.
I think you are not really into Property & Construction Line. As such, your ignorant comment about ' not a good margin' can be fully ignored.This Yanlord + GIC Unit Partnership is a very wise one indeed. This Tianjin investment is not like other investments in China . It is STRATEGIC. It is UNIQUE.
It is MOST PRIZED in Tianjin. IT is VALUABLE. WHY ?
China is modelling or learning from Germany Educational System, focusing on the importance of Techincal, Vocational, Skilled Education. Germany Education system determines why it is so technologically advanced, with superb R & D, supported by most importantly what ? A Sklilled Workforce that not only consists of graduates, but also on Skills, Technical, Engineering, Vocational. Just look at Germany Automobiles Industries and their apprentice -> loyal and super contributing staff that works from the bottom to the engineering levels.
Check this out :
Tianjin Sino-German Vocational Technical College
Brief descprition
Tianjin Sino-German Vocational Technical College is a full-time higher vocational college registered in the Ministry of Education of the PRC, is one of the 100 national exemplary higher vocational colleges in China, at the educational level of tertiary college, and with the schooling duration of 3 years. It boasts of its electro-mechanical specialties, but also covers languages, economic management and art design.
Tianjin Sino-German Vocational Technical College locates in Tianjin, the beautiful coastal city of Bohai Sea, China· Tianjin Haihe Education Park (this is where Yanlord + GIC investment is). As the third pole of China&rsquo s economic growth, Tianjin has gathered many a world famous corporation and institution, with great prospect of future development.
Tianjin Sino-German Vocational Technical College was established in 1985, and is the largest cooperation project between the Chinese government and the governments of Germany, Japan and Spain in the field of vocational education and training. It has taken the lead in introducing the German vocational educational mould, and through reference, absorption, application, digestion and innovation, formed its characteristic vocational educational brand of &lsquo Tianjin Sino-German&rsquo . In recent years, the college has won 5 teaching-achievement prizes at the national level and 6 teaching-achievement prizes of the Tianjin City, with its school-running achievements highly appraised by many social aspects.
The college now has 6000 full-time students, 484 teachers and staff members, nearly 200 part-time teachers from enterprises and industries, and over 20 long-term or short-term foreign experts and teachers. 39% teachers have intermediate and advanced professional technical post title, 44% have master degrees or above, 77% have &lsquo dual qualification&rsquo , and 78% have received overseas professional technical and vocational education method training in developed countries like Germany, Japan and Spain. The college teachers have rich practical experience and higher teaching ability, and some of them can deliver courses in English, German, Spanish or Japanese. The college graduates, with their good professional techniques and comprehensive quality, are highly appreciated by enterprises and industries.
The college covers a land of 165 acres with the construction area of more than 200,000 square meters, with 13 separated buildings. It consists of 3 Training Centers, 3 Comprehensive Teaching Buildings, Public Teaching Building, Library , Executive Conference Building , Sino-Spanish Machine Tool Training Enter , Gymnasium and Leisure Center, Business Street Center , Student Canteen, Student Apartments, Training Apartments (both for experts and international students), with other well-equipped facilities for teaching, living, service and entertainment. The college now offers 43 specialties by 8 departments, namely the Department of Mechanical Engineering, the Department of Electrical Engineering, the Department of Automobiles and Aviation, the Department of Information Technology, the Department of Economic Management, the Department of Applied Foreign Languages, the Department of Art Design, and the Department of General Courses. The specialty groups cover 9 fields, including advanced manufacturing technology, automation technology, aeronautics and astronautics, new energy and new materials, automobile technology and service, information and communication technology, economic management, applied languages, culture creativity and art design.
Relying on international cooperation, supported by college-enterprise cooperation, and in collaboration with international top enterprises like DMG, SIEMENS, BOSCH REXROTH from Germany, Mitsubishi from Japan, and Machine Tool Association from Spain, NI, IBM from the US, China Long March Rockets, Airbus A320 Tianjin Assembly Line, the college has built up 161 training workshops and training centers, possessing more than 4000 sets of large equipment and instruments. The training equipment generally adopts products that is advanced in professional development, and has the characteristics of top primacy and international generality, worth of nearly 400 million RMB.
I understand this was real news , but the selling price was not a good net margin to Yanlord bottom line, because of lower gross margin.
I think you are not really into Property & Construction Line. As such, your ignorant comment about ' not a good margin' can be fully ignored.
This Yanlord + GIC Unit Partnership is a very wise one indeed. This Tianjin investment is not like other investments in China . It is STRATEGIC. It is UNIQUE.
It is MOST PRIZED in Tianjin. IT is VALUABLE. WHY ?
China is modelling or learning from Germany Educational System, focusing on the importance of Techincal, Vocational, Skilled Education. Germany Education system determines why it is so technologically advanced, with superb R & D, supported by most importantly what ? A Sklilled Workforce that not only consists of graduates, but also on Skills, Technical, Engineering, Vocational. Just look at Germany Automobiles Industries and their apprentice -> loyal and super contributing staff that works from the bottom to the engineering levels.
Check this out :
Tianjin Sino-German Vocational Technical College |
Brief descpritionTianjin Sino-German Vocational Technical College is a full-time higher vocational college registered in the Ministry of Education of the PRC, is one of the 100 national exemplary higher vocational colleges in China, at the educational level of tertiary college, and with the schooling duration of 3 years. It boasts of its electro-mechanical specialties, but also covers languages, economic management and art design. Tianjin Sino-German Vocational Technical College locates in Tianjin, the beautiful coastal city of Bohai Sea, China· Tianjin Haihe Education Park (this is where Yanlord + GIC investment is). As the third pole of China&rsquo s economic growth, Tianjin has gathered many a world famous corporation and institution, with great prospect of future development. Tianjin Sino-German Vocational Technical College was established in 1985, and is the largest cooperation project between the Chinese government and the governments of Germany, Japan and Spain in the field of vocational education and training. It has taken the lead in introducing the German vocational educational mould, and through reference, absorption, application, digestion and innovation, formed its characteristic vocational educational brand of &lsquo Tianjin Sino-German&rsquo . In recent years, the college has won 5 teaching-achievement prizes at the national level and 6 teaching-achievement prizes of the Tianjin City, with its school-running achievements highly appraised by many social aspects. The college now has 6000 full-time students, 484 teachers and staff members, nearly 200 part-time teachers from enterprises and industries, and over 20 long-term or short-term foreign experts and teachers. 39% teachers have intermediate and advanced professional technical post title, 44% have master degrees or above, 77% have &lsquo dual qualification&rsquo , and 78% have received overseas professional technical and vocational education method training in developed countries like Germany, Japan and Spain. The college teachers have rich practical experience and higher teaching ability, and some of them can deliver courses in English, German, Spanish or Japanese. The college graduates, with their good professional techniques and comprehensive quality, are highly appreciated by enterprises and industries. The college covers a land of 165 acres with the construction area of more than 200,000 square meters, with 13 separated buildings. It consists of 3 Training Centers, 3 Comprehensive Teaching Buildings, Public Teaching Building, Library , Executive Conference Building , Sino-Spanish Machine Tool Training Enter , Gymnasium and Leisure Center, Business Street Center , Student Canteen, Student Apartments, Training Apartments (both for experts and international students), with other well-equipped facilities for teaching, living, service and entertainment. The college now offers 43 specialties by 8 departments, namely the Department of Mechanical Engineering, the Department of Electrical Engineering, the Department of Automobiles and Aviation, the Department of Information Technology, the Department of Economic Management, the Department of Applied Foreign Languages, the Department of Art Design, and the Department of General Courses. The specialty groups cover 9 fields, including advanced manufacturing technology, automation technology, aeronautics and astronautics, new energy and new materials, automobile technology and service, information and communication technology, economic management, applied languages, culture creativity and art design. Relying on international cooperation, supported by college-enterprise cooperation, and in collaboration with international top enterprises like DMG, SIEMENS, BOSCH REXROTH from Germany, Mitsubishi from Japan, and Machine Tool Association from Spain, NI, IBM from the US, China Long March Rockets, Airbus A320 Tianjin Assembly Line, the college has built up 161 training workshops and training centers, possessing more than 4000 sets of large equipment and instruments. The training equipment generally adopts products that is advanced in professional development, and has the characteristics of top primacy and international generality, worth of nearly 400 million RMB. |
I understand this was real news , but the selling price was not a good net margin to Yanlord bottom line, because of lower gross margin.
Don' t tell me this one you also dont believe ?Yanlord and GIC Unit partners in Tianjin Project.
Land bought in 2011 : RMB 3182 per sq m
Selling Price in 2015 : RMB 13500 per sq m
仁 恒 滨 河 湾 项 目 位 于 海 河 教 育 园 ， 是 板 块 内 唯 一 一 个 精 装 社 区 ， 项 目 总 建 筑 面 积 36.48万 平 米 ， 住 宅 部 分 建 筑 面 积 34.74万 平 米 ， 容 积 率 2.2， 绿 化 率 41%。 以 高 层 产 品 为 主 ， 主 推 101平 米 的 通 透 两 居 ， 94平 米 、 93平 米 的 全 阳 两 室 户 型 以 及 158平 米 通 透 舒 适 大 三 室 户 型 ， 两 梯 三 户 或 两 梯 四 户 的 设 计 .
楼 盘 价 格 ：
均 价 13500元 /㎡
物 业 类 型 ： 住 宅
楼 盘 位 置 ： 天 津 海 河 教 育 园 区 雅 润 路 4号
Yanlord together with Reco Yizhong Private Limited (&ldquo Reco Yizhong&rdquo ), an affiliate of GIC Real Estate, the real estate investment arm of Government of Singapore Investment Corporation, jointly announced today the successful acquisition of a 364,787 sqm prime residential development site in Jinnan District, Tianjin for RMB1.16 billion or at an average purchase price of RMB3,182 per sqm in a public land auction.
Situated within the planned Tianjin Haihe Academic Park (&ldquo Academic Park&rdquo ), the site has a plot ratio of up to 2.2 times and benefits from Tianjin government initiatives to develop the area into a 37sqkm educational district that will house over 200,000 students, 20 vocational institutes as well as campuses of renowned universities such as the Tianjin University and the Nankai University. An amalgamation of cultural and academic influences, the Academic Park is sub-divided into three parks which will focus on vocational training, higher learning as well as research and development.
I understand this was real news , but the selling price was not a good net margin to Yanlord bottom line, because of lower gross margin.
Don' t tell me this one you also dont believe ?Yanlord and GIC Unit partners in Tianjin Project.
Land bought in 2011 : RMB 3182 per sq m
Selling Price in 2015 : RMB 13500 per sq m
仁 恒 滨 河 湾 项 目 位 于 海 河 教 育 园 ， 是 板 块 内 唯 一 一 个 精 装 社 区 ， 项 目 总 建 筑 面 积 36.48万 平 米 ， 住 宅 部 分 建 筑 面 积 34.74万 平 米 ， 容 积 率 2.2， 绿 化 率 41%。 以 高 层 产 品 为 主 ， 主 推 101平 米 的 通 透 两 居 ， 94平 米 、 93平 米 的 全 阳 两 室 户 型 以 及 158平 米 通 透 舒 适 大 三 室 户 型 ， 两 梯 三 户 或 两 梯 四 户 的 设 计 .
楼 盘 价 格 ：
均 价 13500元 /㎡
物 业 类 型 ： 住 宅
楼 盘 位 置 ： 天 津 海 河 教 育 园 区 雅 润 路 4号
Yanlord together with Reco Yizhong Private Limited (&ldquo Reco Yizhong&rdquo ), an affiliate of GIC Real Estate, the real estate investment arm of Government of Singapore Investment Corporation, jointly announced today the successful acquisition of a 364,787 sqm prime residential development site in Jinnan District, Tianjin for RMB1.16 billion or at an average purchase price of RMB3,182 per sqm in a public land auction.
Situated within the planned Tianjin Haihe Academic Park (&ldquo Academic Park&rdquo ), the site has a plot ratio of up to 2.2 times and benefits from Tianjin government initiatives to develop the area into a 37sqkm educational district that will house over 200,000 students, 20 vocational institutes as well as campuses of renowned universities such as the Tianjin University and the Nankai University. An amalgamation of cultural and academic influences, the Academic Park is sub-divided into three parks which will focus on vocational training, higher learning as well as research and development.
Poorpoor , sometime I wonder these news from China are reliable because many datas in China are fabricated , as well known by many internationally.
Don' t tell me this one you also dont believe ?
Yanlord and GIC Unit partners in Tianjin Project.
Land bought in 2011 : RMB 3182 per sq m
Selling Price in 2015 : RMB 13500 per sq m
仁 恒 滨 河 湾 项 目 位 于 海 河 教 育 园 ， 是 板 块 内 唯 一 一 个 精 装 社 区 ， 项 目 总 建 筑 面 积 36.48万 平 米 ， 住 宅 部 分 建 筑 面 积 34.74万 平 米 ， 容 积 率 2.2， 绿 化 率 41%。 以 高 层 产 品 为 主 ， 主 推 101平 米 的 通 透 两 居 ， 94平 米 、 93平 米 的 全 阳 两 室 户 型 以 及 158平 米 通 透 舒 适 大 三 室 户 型 ， 两 梯 三 户 或 两 梯 四 户 的 设 计 .
楼 盘 价 格 ：
均 价 13500元 /㎡
物 业 类 型 ： 住 宅
楼 盘 位 置 ： 天 津 海 河 教 育 园 区 雅 润 路 4号
Yanlord together with Reco Yizhong Private Limited (&ldquo Reco Yizhong&rdquo ), an affiliate of GIC Real Estate, the real estate investment arm of Government of Singapore Investment Corporation, jointly announced today the successful acquisition of a 364,787 sqm prime residential development site in Jinnan District, Tianjin for RMB1.16 billion or at an average purchase price of RMB3,182 per sqm in a public land auction.
Situated within the planned Tianjin Haihe Academic Park (&ldquo Academic Park&rdquo ), the site has a plot ratio of up to 2.2 times and benefits from Tianjin government initiatives to develop the area into a 37sqkm educational district that will house over 200,000 students, 20 vocational institutes as well as campuses of renowned universities such as the Tianjin University and the Nankai University. An amalgamation of cultural and academic influences, the Academic Park is sub-divided into three parks which will focus on vocational training, higher learning as well as research and development.
Poorpoor , sometime I wonder these news from China are reliable because many datas in China are fabricated , as well known by many internationally.
CHINA PROPERTY JUNE DATA SHOWS DEVELOPERS TURN BULLISH LAND SALES IN JUNE BREAK RECORDS6月 上 半 月 标 杆 房 企 购 地 金 额 明 显 上 涨 突 破 183亿
2015-06-21
[中 原 地 产 研 究 部 统 计 数 据 显 示 ： 在 华 润 大 笔 上 海 拿 地 后 ， 6月 上 半 月 整 体 标 杆 房 企 购 地 金 额 明 显 上 涨 ， 多 家 企 业 进 入 土 地 市 场 ， 拿 地 总 额 达 到 了 183.53亿 元 。 其 中 保 利 、 万 科 、 华 润 、 碧 桂 园 、 恒 大 、 融 创 、 绿 地 、 万 达 ， 都 在 土 地 市 场 有 所 斩 获 。
来 自 中 原 地 产 研 究 部 统 计 数 据 显 示 ： 在 华 润 大 笔 上 海 拿 地 后 ， 6月 上 半 月 整 体 标 杆 房 企 购 地 金 额 明 显 上 涨 ， 多 家 企 业 进 入 土 地 市 场 ， 拿 地 总 额 达 到 了 183.53亿 元 。 其 中 保 利 、 万 科 、 华 润 、 碧 桂 园 、 恒 大 、 融 创 、 绿 地 、 万 达 ， 都 在 土 地 市 场 有 所 斩 获 。
中 原 地 产 预 计 ， 6月 整 体 20大 标 杆 房 企 拿 地 将 突 破 250亿 元 ， 也 将 是 今 年 2月 后 的 又 一 高 点 。 在 市 场 升 温 下 ， 房 企 开 始 积 极 进 入 土 地 市 场 ， 特 别 是 一 二 线 城 市 的 土 地 资 源 ， 房 企 积 极 争 抢 。
6月 上 半 月 ， 一 线 城 市 已 经 成 交 9宗 住 宅 土 地 ， 平 均 楼 面 价 也 达 到 了 17546元 /平 方 米 的 年 内 最 高 纪 录 。
Bloomberg also got their news from China , China is still the source of the original news .
So you are contradicting yourself or just being double standard ?You posted below news. You think Bloomberg get sources from where ? Also China side. Maybe Bloomberg China Offices.
Bloomberg cannot possibly get China news sources from India right ?
serious
Senior
21-Jun-2015 17:10About serious
Contact
Quote!
x 0
x 0
Poorpoor , sometime I wonder these news from China are reliable because many datas in China are fabricated , as well known by many internationally.
China' s home prices rise in May for first time in 13 months
Date
June 18, 2015 - 3:57PMChina still has big inventories of unsold homes. Photo: Bloomberg
New home prices in China rebounded nationwide for the first time in 13 months in May, suggesting a property downturn is bottoming out after a barrage of stimulus from the central bank and local governments since late last year.Economists, however, warned that massive inventories of unsold homes could continue to drag on the world' s second-largest economy well into next year, discouraging new investment and construction.
" Inventories in first-tier cities are back to healthy levels...but in third and fourth-tier cities it will take at least two more years," said Rosealea Yao, economist at Gavekal Dragonomics based in Beijing.
Average new home prices in China' s 70 major cities climbed 0.2 per cent in May from April, the first rise since May 2014, according to Reuters calculations based on official data released on Thursday.
Weighed down by the cooling property market and sluggish demand at home and abroad, China' s economic growth slowed to a six-year low of 7 per cent in the first quarter and recent data showed weakness persisted into the second quarter, putting more pressure on the government to step up policy stimulus.
Recovery still a way off
While signs of a stabilisation in prices will ease strains on the economy and help banks which are heavily exposed to the real estate market, analysts said a full-blown sectoral recovery was still a long way off.Official data last week showed residential inventory in May was 21.9 per cent higher than a year ago.
Bloated inventories may result in a longer lag between sales and new housing starts than the six- to eight month-long gap previously seen. Hence, bottoming-out of new home prices is unlikely to lead to a recovery in property investment this year, economists said.
" Nine months of good sales growth may lead indicators to show a recovery in property investment, but any recovery will be more muted than what we saw in the past," said Louis Kuijs, Greater China chief economist for RBS.
China' s central bank cut interest rates for the third time in six months in May to lower borrowing costs and re-energise the slackening economy. Mortgage restrictions were also eased.
The property industry accounted for around 12 per cent of China' s economic output in the first quarter, but the sector' s slump has hit demand for everything from steel and cement to appliances and furniture - industries that account for some 30 per cent of GDP.
Weakness persists
The price data also highlighted a growing divide between conditions in the biggest cities and smaller ones, suggesting unevenness in regional growth could become more pronounced.Prices in all four top-tier cities rose on the month but those in most third-tier cities continued to fall.
Beijing, Shanghai and Guangzhou reported increases of 1.1 per cent, 2.2 per cent and 1.4 per cent, respectively, while prices in Shenzhen surged as much as 6.6 per cent, fuelling concerns that the southern city' s market could be overheating.
On an annual basis, nationwide prices fell for the ninth consecutive month, decreasing 5.7 per cent but narrowing from a 6.1 per cent drop in April, the National Bureau of Statistics data showed,
While Beijing would need 13.4 months to clear all empty homes in the city, Haikou, the capital city of resort island Hainan, and Shengyang, the largest city in Northeast China, would need 48.8 and 28.8 months, respectively, according to property researcher CRIC.
Property investment growth slowed to 5.1 per cent in January to May from a year earlier, the slowest pace since 2009, while new construction slumped 16 per cent.
So you are contradicting yourself or just being double standard ?
You posted below news. You think Bloomberg get sources from where ? Also China side. Maybe Bloomberg China Offices.
Bloomberg cannot possibly get China news sources from India right ? 
| serious Senior |
21-Jun-2015 17:10 About serious Contact Quote! |
| x 0 x 0
|
Poorpoor , sometime I wonder these news from China are reliable because many datas in China are fabricated , as well known by many internationally. |
China' s home prices rise in May for first time in 13 months
Date
June 18, 2015 - 3:57PMChina still has big inventories of unsold homes. Photo: Bloomberg
New home prices in China rebounded nationwide for the first time in 13 months in May, suggesting a property downturn is bottoming out after a barrage of stimulus from the central bank and local governments since late last year.Economists, however, warned that massive inventories of unsold homes could continue to drag on the world' s second-largest economy well into next year, discouraging new investment and construction.
" Inventories in first-tier cities are back to healthy levels...but in third and fourth-tier cities it will take at least two more years," said Rosealea Yao, economist at Gavekal Dragonomics based in Beijing.
Average new home prices in China' s 70 major cities climbed 0.2 per cent in May from April, the first rise since May 2014, according to Reuters calculations based on official data released on Thursday.
Weighed down by the cooling property market and sluggish demand at home and abroad, China' s economic growth slowed to a six-year low of 7 per cent in the first quarter and recent data showed weakness persisted into the second quarter, putting more pressure on the government to step up policy stimulus.
Recovery still a way off
While signs of a stabilisation in prices will ease strains on the economy and help banks which are heavily exposed to the real estate market, analysts said a full-blown sectoral recovery was still a long way off.Official data last week showed residential inventory in May was 21.9 per cent higher than a year ago.
Bloated inventories may result in a longer lag between sales and new housing starts than the six- to eight month-long gap previously seen. Hence, bottoming-out of new home prices is unlikely to lead to a recovery in property investment this year, economists said.
" Nine months of good sales growth may lead indicators to show a recovery in property investment, but any recovery will be more muted than what we saw in the past," said Louis Kuijs, Greater China chief economist for RBS.
China' s central bank cut interest rates for the third time in six months in May to lower borrowing costs and re-energise the slackening economy. Mortgage restrictions were also eased.
The property industry accounted for around 12 per cent of China' s economic output in the first quarter, but the sector' s slump has hit demand for everything from steel and cement to appliances and furniture - industries that account for some 30 per cent of GDP.
Weakness persists
The price data also highlighted a growing divide between conditions in the biggest cities and smaller ones, suggesting unevenness in regional growth could become more pronounced.Prices in all four top-tier cities rose on the month but those in most third-tier cities continued to fall.
Beijing, Shanghai and Guangzhou reported increases of 1.1 per cent, 2.2 per cent and 1.4 per cent, respectively, while prices in Shenzhen surged as much as 6.6 per cent, fuelling concerns that the southern city' s market could be overheating.
On an annual basis, nationwide prices fell for the ninth consecutive month, decreasing 5.7 per cent but narrowing from a 6.1 per cent drop in April, the National Bureau of Statistics data showed,
While Beijing would need 13.4 months to clear all empty homes in the city, Haikou, the capital city of resort island Hainan, and Shengyang, the largest city in Northeast China, would need 48.8 and 28.8 months, respectively, according to property researcher CRIC.
Property investment growth slowed to 5.1 per cent in January to May from a year earlier, the slowest pace since 2009, while new construction slumped 16 per cent.
Poorpoor , sometime I wonder these news from China are reliable because many datas in China are fabricated , as well known by many internationally.
CHINA PROPERTY JUNE DATA SHOWS DEVELOPERS TURN BULLISH LAND SALES IN JUNE BREAK RECORDS6月 上 半 月 标 杆 房 企 购 地 金 额 明 显 上 涨 突 破 183亿
2015-06-21
[中 原 地 产 研 究 部 统 计 数 据 显 示 ： 在 华 润 大 笔 上 海 拿 地 后 ， 6月 上 半 月 整 体 标 杆 房 企 购 地 金 额 明 显 上 涨 ， 多 家 企 业 进 入 土 地 市 场 ， 拿 地 总 额 达 到 了 183.53亿 元 。 其 中 保 利 、 万 科 、 华 润 、 碧 桂 园 、 恒 大 、 融 创 、 绿 地 、 万 达 ， 都 在 土 地 市 场 有 所 斩 获 。
来 自 中 原 地 产 研 究 部 统 计 数 据 显 示 ： 在 华 润 大 笔 上 海 拿 地 后 ， 6月 上 半 月 整 体 标 杆 房 企 购 地 金 额 明 显 上 涨 ， 多 家 企 业 进 入 土 地 市 场 ， 拿 地 总 额 达 到 了 183.53亿 元 。 其 中 保 利 、 万 科 、 华 润 、 碧 桂 园 、 恒 大 、 融 创 、 绿 地 、 万 达 ， 都 在 土 地 市 场 有 所 斩 获 。
中 原 地 产 预 计 ， 6月 整 体 20大 标 杆 房 企 拿 地 将 突 破 250亿 元 ， 也 将 是 今 年 2月 后 的 又 一 高 点 。 在 市 场 升 温 下 ， 房 企 开 始 积 极 进 入 土 地 市 场 ， 特 别 是 一 二 线 城 市 的 土 地 资 源 ， 房 企 积 极 争 抢 。
6月 上 半 月 ， 一 线 城 市 已 经 成 交 9宗 住 宅 土 地 ， 平 均 楼 面 价 也 达 到 了 17546元 /平 方 米 的 年 内 最 高 纪 录 。
Many possitive news about 1 and 2 tier cities property markets in China which is very goos news to Yanlord , but invetors dont seem to appreciate it ?
CHINA PROPERTY JUNE DATA SHOWS DEVELOPERS TURN BULLISH LAND SALES IN JUNE BREAK RECORDS
6月 上 半 月 标 杆 房 企 购 地 金 额 明 显 上 涨 突 破 183亿
来 自 中 原 地 产 研 究 部 统 计 数 据 显 示 ： 在 华 润 大 笔 上 海 拿 地 后 ， 6月 上 半 月 整 体 标 杆 房 企 购 地 金 额 明 显 上 涨 ， 多 家 企 业 进 入 土 地 市 场 ， 拿 地 总 额 达 到 了 183.53亿 元 。 其 中 保 利 、 万 科 、 华 润 、 碧 桂 园 、 恒 大 、 融 创 、 绿 地 、 万 达 ， 都 在 土 地 市 场 有 所 斩 获 。
中 原 地 产 预 计 ， 6月 整 体 20大 标 杆 房 企 拿 地 将 突 破 250亿 元 ， 也 将 是 今 年 2月 后 的 又 一 高 点 。 在 市 场 升 温 下 ， 房 企 开 始 积 极 进 入 土 地 市 场 ， 特 别 是 一 二 线 城 市 的 土 地 资 源 ， 房 企 积 极 争 抢 。
6月 上 半 月 ， 一 线 城 市 已 经 成 交 9宗 住 宅 土 地 ， 平 均 楼 面 价 也 达 到 了 17546元 /平 方 米 的 年 内 最 高 纪 录 。
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China' s home prices rise in May for first time in 13 months
Date June 18, 2015 - 3:57PM China still has big inventories of unsold homes. Photo: Bloomberg Economists, however, warned that massive inventories of unsold homes could continue to drag on the world' s second-largest economy well into next year, discouraging new investment and construction. " Inventories in first-tier cities are back to healthy levels...but in third and fourth-tier cities it will take at least two more years," said Rosealea Yao, economist at Gavekal Dragonomics based in Beijing. Average new home prices in China' s 70 major cities climbed 0.2 per cent in May from April, the first rise since May 2014, according to Reuters calculations based on official data released on Thursday. Weighed down by the cooling property market and sluggish demand at home and abroad, China' s economic growth slowed to a six-year low of 7 per cent in the first quarter and recent data showed weakness persisted into the second quarter, putting more pressure on the government to step up policy stimulus. Recovery still a way off Official data last week showed residential inventory in May was 21.9 per cent higher than a year ago. Bloated inventories may result in a longer lag between sales and new housing starts than the six- to eight month-long gap previously seen. Hence, bottoming-out of new home prices is unlikely to lead to a recovery in property investment this year, economists said. " Nine months of good sales growth may lead indicators to show a recovery in property investment, but any recovery will be more muted than what we saw in the past," said Louis Kuijs, Greater China chief economist for RBS. China' s central bank cut interest rates for the third time in six months in May to lower borrowing costs and re-energise the slackening economy. Mortgage restrictions were also eased. The property industry accounted for around 12 per cent of China' s economic output in the first quarter, but the sector' s slump has hit demand for everything from steel and cement to appliances and furniture - industries that account for some 30 per cent of GDP. Weakness persists Prices in all four top-tier cities rose on the month but those in most third-tier cities continued to fall. Beijing, Shanghai and Guangzhou reported increases of 1.1 per cent, 2.2 per cent and 1.4 per cent, respectively, while prices in Shenzhen surged as much as 6.6 per cent, fuelling concerns that the southern city' s market could be overheating. On an annual basis, nationwide prices fell for the ninth consecutive month, decreasing 5.7 per cent but narrowing from a 6.1 per cent drop in April, the National Bureau of Statistics data showed, While Beijing would need 13.4 months to clear all empty homes in the city, Haikou, the capital city of resort island Hainan, and Shengyang, the largest city in Northeast China, would need 48.8 and 28.8 months, respectively, according to property researcher CRIC. Property investment growth slowed to 5.1 per cent in January to May from a year earlier, the slowest pace since 2009, while new construction slumped 16 per cent. |
THOSE MACRO DATA , TAKE IT WITH A PINCH OF SALT. (I AGREE WITH YANG LAN RECENT INTERVIEW WTH OUT WISE LEADER WHO SPOKE WITH MUCH INTELLIGENCE) . CHINA IS TOO BIG, THOSE TOO MACRO DATA, HOW THEY COMPILE IT, IS A MAMMOTH TALL ORDER.
THOSE CAR MAKERS, THEY ARE GOING TO DEPEND A LOT AND I MEAN A LOT ON CHINA MARKET FOR THEIR FUTURE GROWTH.
AND IF TILL NOW IF YOU STILL DO NOT DARE TO VENTURE INTO CHINA, YOU STILL HAVE GUTS TO VENTURE INTO BRAZIL, INDIA, PHILIPPINES TO CITE FEW EXAMPLES ? IF YOU DONT EVEN DARE TO INVEST IN CHINA, FORGET ABOUT THE REST OF THE DEVELOPING COUNTRIES.
SINGAPORE WITH 2 MIL POPULATION IN 1985 WE TAKE ABOUT 25 YEARS TO KEEP THE ENGINE IN FINER MOVING CONDITION.
CHINA WITH 1.5 BILLION POPULATION, IT IS STILL VERY MUCH IN HUGE POTENTIAL GROWTH STAGE.
LOOK AT MINI DATA TO GAUGE :
Mercedes-Benz is selling almost as many Maybach cars in China each month as it used to sell worldwide in a year, when it targeted the super-rich with a stand-alone model.
Chinese buyers are snapping up about 500 a month of the ultra-luxury variant of the Mercedes S-Class, which starts at about 1.44 million yuan ($230,000) in China. That compares to a peak of 600 Maybach cars in 2003, which at the time cost more than $350,000.
&ldquo Sales in China are developing very well,&rdquo Ola Kaellenius, sales chief for the Daimler AG unit, said on Wednesday.
SCENARIO 3 : DELIST FROM SGX, RESTRUCTURE AND RELIST IN SSE (SHANGHAI)
HOW ? WHAT OPTIONS HE HAS ?
1. USE OWN $ TO DELIST. BANK LOANS FOR SUPPORT. BUT THIS IS NOT QUITE LIKELY.
2. BANKS LIKE AH HENG BANK, ANY BANKS IN CHINA, TO SUPPORT IN THE TAKE OVER OFFER AND DELSITING PROCESS.
~ NO NEED TO CHARGE EVEN INTEREST
~ BANKS OR ' SPONSOR' FOR THE TAKE OVER WILL JUST ASK TO BE THE LEAD MANAGER FOR THE IPO IN SSE (SHANGHAI)
~ BANKS OR SPONSOR WILL JUST ASK FOR PRE-IPP ALLOTMENT OR ALLOCATION : ABOUT 15% TO 20%
~ DELLIST AT $1.50 ~ 1.68 (A NICE PREMIUM OVER CURRENT AVG PRICE LEVELS)
~ RELIST IN SSE AT IPO PRICE 1.5 X BOOK VALUE
Scenario 2 :2. Stay listed in SGX. List one of its subsidaires in HK or China.Lieklihood is SSE Shanghai. The way I look at Yanlord, it is a very Forward Looking Company.
Such lisitng will have Funds within Funds, and Yanlord shall gradually grow into a true Conglomerate.
China' s home prices rise in May for first time in 13 months
Date
June 18, 2015 - 3:57PM
China still has big inventories of unsold homes. Photo: Bloomberg
New home prices in China rebounded nationwide for the first time in 13 months in May, suggesting a property downturn is bottoming out after a barrage of stimulus from the central bank and local governments since late last year.
Economists, however, warned that massive inventories of unsold homes could continue to drag on the world' s second-largest economy well into next year, discouraging new investment and construction.
" Inventories in first-tier cities are back to healthy levels...but in third and fourth-tier cities it will take at least two more years," said Rosealea Yao, economist at Gavekal Dragonomics based in Beijing.
Average new home prices in China' s 70 major cities climbed 0.2 per cent in May from April, the first rise since May 2014, according to Reuters calculations based on official data released on Thursday.
Weighed down by the cooling property market and sluggish demand at home and abroad, China' s economic growth slowed to a six-year low of 7 per cent in the first quarter and recent data showed weakness persisted into the second quarter, putting more pressure on the government to step up policy stimulus.
Recovery still a way off
While signs of a stabilisation in prices will ease strains on the economy and help banks which are heavily exposed to the real estate market, analysts said a full-blown sectoral recovery was still a long way off.
Official data last week showed residential inventory in May was 21.9 per cent higher than a year ago.
Bloated inventories may result in a longer lag between sales and new housing starts than the six- to eight month-long gap previously seen. Hence, bottoming-out of new home prices is unlikely to lead to a recovery in property investment this year, economists said.
" Nine months of good sales growth may lead indicators to show a recovery in property investment, but any recovery will be more muted than what we saw in the past," said Louis Kuijs, Greater China chief economist for RBS.
China' s central bank cut interest rates for the third time in six months in May to lower borrowing costs and re-energise the slackening economy. Mortgage restrictions were also eased.
The property industry accounted for around 12 per cent of China' s economic output in the first quarter, but the sector' s slump has hit demand for everything from steel and cement to appliances and furniture - industries that account for some 30 per cent of GDP.
Weakness persists
The price data also highlighted a growing divide between conditions in the biggest cities and smaller ones, suggesting unevenness in regional growth could become more pronounced.
Prices in all four top-tier cities rose on the month but those in most third-tier cities continued to fall.
Beijing, Shanghai and Guangzhou reported increases of 1.1 per cent, 2.2 per cent and 1.4 per cent, respectively, while prices in Shenzhen surged as much as 6.6 per cent, fuelling concerns that the southern city' s market could be overheating.
On an annual basis, nationwide prices fell for the ninth consecutive month, decreasing 5.7 per cent but narrowing from a 6.1 per cent drop in April, the National Bureau of Statistics data showed,
While Beijing would need 13.4 months to clear all empty homes in the city, Haikou, the capital city of resort island Hainan, and Shengyang, the largest city in Northeast China, would need 48.8 and 28.8 months, respectively, according to property researcher CRIC.
Property investment growth slowed to 5.1 per cent in January to May from a year earlier, the slowest pace since 2009, while new construction slumped 16 per cent.
Scenario 2 :
2. Stay listed in SGX. List one of its subsidaires in HK or China.Lieklihood is SSE Shanghai. The way I look at Yanlord, it is a very Forward Looking Company.
Such lisitng will have Funds within Funds, and Yanlord shall gradually grow into a true Conglomerate.
Scenario 1 :
1. Stay listed in SGX. Is ok. Oe of the best and exciting company with tremendous all rounded exponential growth.
~ Residential Development in High Demand, High Growth Cities (Shanghai, Nanjing, Suzhou, Chengdu....)
~ Mall and Office Assets (Chengdu, Zhuhai..etc)
~ Hotels & Serviced Apartments (Nanjing, Zhuhai, Chengdu, Sanya (super exciting with World' s 3rd Atlantis in Sanya)
~ Tourism and Leisure (Nanjing)
~ Eco and Industrial JV (with solid Partners Sembcorp, Nanjing District State Funds)
