Yanlord Land

[behappyalways]

recently I watched a video on Chinese property and the 'expert said that commercial properties are going to be more worse off than housing.....you might want to watch the video......I remember he said that as a gauge, the country should have 1.5sq m of retail for every person but china now has 4 sqm.......overbuild....

someone was showing a chart pointing to $0.61. looks impossible at the moment but if the crash really comes true.....you never know....

《解码财商》20141008：人均4平米 商业物业该歇了
http://www.youtube.com/watch?v=myTs671l ... RNxc0OwsEg

[tonylim]

Hi Behappy,
U meant YL at 0.61 ?
Appreciate you can share more . thanks.

[behappyalways]

FYI

http://pertama.freeforums.net/thread/879/yanlord

[winston]

not vested

I have lived in a Yanlord development for a long time and it's very well managed.

Their properties are of high quality and there's a lot of demand for them.

Having said that, if there's a housing crash in China, Yanlord will not be spared.

So the question is whether the government would now be providing some meaningful stimulus to the hard hit housing sector ..

[tonylim]

The fact is PRC Gov. have been relaxing housing restrictions in most cities on house buying , lowing interest costs , inject more liquidity into few top banks to enhance their lending activities , etc etc. in past weeks.

[behappyalways]

the govt can minimise the pain but not stop the pain. There is always this argument that China is a central-controlled economy so the govt will be able to stop the crash. But my argument is very simply. If the govt could not prevent the bubble in the first place, how could they stop the bubble from bursting. The Chinese govt has been injecting liquidity into the banking system. This is even after the Oct holiday where liquidity is tight as consumers go for holiday and spend. Something might be wrong somewhere..

[winston]

Agree with behappyalways. This time may be different..

If the government has to really stimulate the Chinese property sector, you know that there's something really wrong, especially when they have said that they need to have affordable housing, control inflation etc..

Anyway, I have heard about this stimulus for the past few months already and it's not new news.

I like the cockroach theory ie. if you see one cockroach, there could be other cockroaches...

Have a look at the thread on Agile, which is listed in HK. Agile is one of the big boys in the housing business.

Also have a look at the "China - Housing" thread which is in the Asian section.

Finally, if one believes that the China housing sector is going to turnaround, then the next question is why Yanlord ? There are also other players in the sector eg. China Overseas Land, China Resource Land, Shimao, Polu etc.

[tonylim]

Thanks for all your valuable opinions.

[behappyalways]

http://www.valuebuddies.com/thread-5938 ... l#pid99090

[winston]

Yanlord is a Residential Developer not Commercial.

Their high end residences are very well sought after.

not vested