Yanlord Land    Last:0.65   -

YANLORD

China has to come up with lots more measures to stimulate child births. not so easy to achieve.
 

PhillipTan      ( Date: 10-Mar-2023 10:54) Posted: 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   lifeisgood      ( Date: 10-Mar-2023 09:11) Posted: 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.

 

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
 

lifeisgood      ( Date: 10-Mar-2023 09:11) Posted: 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.  cloudy.mountain      ( Date: 10-Mar-2023 00:11) Posted: 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

 

The gearing ratio fell from 0.69 to 0.52 in the latest earnings report. Company is saving cash and paring down loans rapidly. 

tonytony      ( Date: 10-Mar-2023 09:29) Posted: Looks at the gearing ratio , interest rate is so high now , many will avoid high leverage property companies for now

 

Hopefully China becomes a better place after the bad actors are gone. 

Welcome Donnie Yen!

tonytony      ( Date: 10-Mar-2023 09:19) Posted: Many PRC citizens are leaving their country , only those who do not have the means will continue to stay put there .

 

Looks at the gearing ratio , interest rate is so high now , many will avoid high leverage property companies for now

 

Many PRC citizens are leaving their country , only those who do not have the means will continue to stay put there .

 

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.

 

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. 

cloudy.mountain      ( Date: 10-Mar-2023 00:11) Posted: 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

 

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

 

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. 

 

Trying to understand Chinese politics:

China' s new premier steps into role stripped of its former power

FOR decades, China' s premiers were towering figures in Beijing. It was Zhou Enlai who toasted then-President Richard Nixon on his historic trip to the communist-led country while Zhu Rongji was the undisputed spokesperson for economic reform in the late-1990s.

When Li Qiang, 63, finally ascends to the premier' s job on Saturday (Mar 4), he' ll inherit a position greatly diminished in both political stature and direct authority. Perhaps no other office has lost as much under President Xi Jinping' s efforts to consolidate power than the premier, which officially leads China' s cabinet, the State Council.

 

Thanks for the info. I think that' s why the recent correction. Looking for a good entry point. Thanks
 

CheeryVGoh      ( Date: 08-Mar-2023 12:10) Posted: 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" . CheeryVGoh      ( Date: 08-Mar-2023 12:07) Posted: No dividend this year. It had been announced

 

Oh man, that' s sad
Thanks for sharing
 

CheeryVGoh      ( Date: 08-Mar-2023 12:10) Posted: 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" . CheeryVGoh      ( Date: 08-Mar-2023 12:07) Posted: No dividend this year. It had been announced

 

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" .

CheeryVGoh      ( Date: 08-Mar-2023 12:07) Posted: No dividend this year. It had been announced. unclebond      ( Date: 08-Mar-2023 11:53) Posted: I thought usually it will be announced in the FY2022 report?

 

No dividend this year. It had been announced.

unclebond      ( Date: 08-Mar-2023 11:53) Posted: I thought usually it will be announced in the FY2022 report?   PhillipTan      ( Date: 08-Mar-2023 08:52) Posted: 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

 

I thought usually it will be announced in the FY2022 report?
 

PhillipTan      ( Date: 08-Mar-2023 08:52) Posted: 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   unclebond      ( Date: 07-Mar-2023 21:22) Posted: No dividend announcement for FY2022?

 

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
 

unclebond      ( Date: 07-Mar-2023 21:22) Posted: No dividend announcement for FY2022?

 

No dividend announcement for FY2022?   

 

quite a waste for this to be privatise given its strong balance sheet and good CN property market exposure. sighs

 

If zsj has the resources .

lifeisgood      ( Date: 04-Mar-2023 19:03) Posted: So that would be at least $1.40 then tonytony      ( Date: 04-Mar-2023 17:56) Posted: NAV is more than SD2. 0