| Latest Forum Topics / Yanlord Land Last:0.665 -- |
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YANLORD
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lifeisgood
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10-Mar-2023 10:59
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China has to come up with lots more measures to stimulate child births. not so easy to achieve.
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PhillipTan
Supreme |
10-Mar-2023 10:54
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1 child or 3 child, I don' t think that will affect marriage rates and housing demand now Policy change to 3 child should be in 2021 if I am not wrong But due to the change, more babies will be born, property market in China may only see a boom around 20-30 years from now This change in policy, I don' t think will have any positive impact in the short to middle term
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lifeisgood
Supreme |
10-Mar-2023 09:47
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The gearing ratio fell from 0.69 to 0.52 in the latest earnings report. Company is saving cash and paring down loans rapidly.
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lifeisgood
Supreme |
10-Mar-2023 09:32
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Hopefully China becomes a better place after the bad actors are gone. Welcome Donnie Yen!
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tonytony
Veteran |
10-Mar-2023 09:29
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Looks at the gearing ratio , interest rate is so high now , many will avoid high leverage property companies for now | ||||
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tonytony
Veteran |
10-Mar-2023 09:19
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Many PRC citizens are leaving their country , only those who do not have the means will continue to stay put there . | ||||
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lifeisgood
Supreme |
10-Mar-2023 09:17
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And what about property purchases by foreigners? I doubt many foreigners went into China over the last 3 covid years to buy properties. It may change now. |
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lifeisgood
Supreme |
10-Mar-2023 09:11
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There is a 32 million population imbalance between male and female population in China. With the 3 child policy now in place, more Chinese couples will be willing to give births to female, leading to more male-female marriages. So there should be more demand for housing.
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cloudy.mountain
Member |
10-Mar-2023 00:11
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China' s job market will need to recover. with graduates finding jobs then they will be more willing to fulfil their next milestone in life which is forming a family unit and purchase homes | ||||
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lifeisgood
Supreme |
09-Mar-2023 10:57
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A few days ago, in his farewell speech, the previous Prime Minister 李 克 强 mentioned the few words " 住 房 不 炒 " , as a parting gift. And the whole Chinese property sector stock prices fell like a rock instantly. These words were carefully avoided over the last 6 months, when Chinese govt was trying very hard to prop up the property sector. Looks like the ex PM was the " bad guy" for the property sector. But he couldnt help but sabo ONE LAST TIME. Lets see what the new PM 李 强 will do. Hopefully, he will undo the prvious PM damage. |
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lifeisgood
Supreme |
09-Mar-2023 10:43
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Trying to understand Chinese politics:
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unclebond
Master |
08-Mar-2023 12:53
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Thanks for the info. I think that' s why the recent correction. Looking for a good entry point. Thanks
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PhillipTan
Supreme |
08-Mar-2023 12:25
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Oh man, that' s sad Thanks for sharing
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CheeryVGoh
Supreme |
08-Mar-2023 12:10
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The Edge : " No dividend has been declared for the period as the group has decided to retain its earnings for the year on the back of the uncertainties in China' s real estate sector" .
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CheeryVGoh
Supreme |
08-Mar-2023 12:07
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No dividend this year. It had been announced.
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unclebond
Master |
08-Mar-2023 11:53
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I thought usually it will be announced in the FY2022 report?
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PhillipTan
Supreme |
08-Mar-2023 08:52
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Relax bro, have patience Div payout for Yanlord is usually in June Announcement for div usually done in April Now still a bit too early
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unclebond
Master |
07-Mar-2023 21:22
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No dividend announcement for FY2022? | ||||
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cloudy.mountain
Member |
05-Mar-2023 15:36
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quite a waste for this to be privatise given its strong balance sheet and good CN property market exposure. sighs | ||||
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tonytony
Veteran |
04-Mar-2023 19:59
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If zsj has the resources .
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