CIFI Holdings (Group) (P Chip)

CIFI Holdings is an investment holding company based in the People's Republic of China. Co. is engaged in property development, property investment and provision of property management and property related services. Co.'s residential property development activities focus on developing quality, mass market residential properties with small-to-medium unit sizes, comfortable living environment and locations with good public transportation links. Co.'s commercial property development activities focus on developing office properties-for-sale. Additionally, Co. provides property management services to residential and commercial customers through the property management companies.
  • Ticker00884
  • ISINKYG2140A1076
  • ExchangeHong Kong Stock Exchange
  • SectorReal Estate Investment & Services
  • CountryCayman Islands

Analysts

UOB
Nick Liu Sunliang

China Property - Weekly: Financing channel may not tighten further.

Last week (7- 13 July), 37,011 new houses were sold in the 30 cities we monitor, down 6.0% wow. Transaction area totalled 3.87m sqm, down 6.1% wow. New inventory in 15 cities increased 61.3% wow. Transaction-to-new-launch ratio reached 1.30x, higher than the 0.75x in the week of 30 June-6 July. Leading developers are trading at 4.1-9.2x 2019F PE and at a 21.4-65.2% discount to NAV last week. Maintain OVERWEIGHT.

UOB
Shaun Tan

CHINA PROPERTY SECTOR: 52-page report - Price = US$500:-

UOB Kay Hian published on 11th July this report on the China Property Sector, which contains 5 actionable investment ideas and includes forecasts for 2019, 2020 and 2021 for the companies’ key data (including net turnover, operating profit, EPS, PER, PBR, ROE and dividend yield). The report has sections on:- * Investment Highlights: page 1; * Determining Housing Demand Based On Population Changes: pages 3 – 7; * Integration In Yangtze River Delta (YRD) Bringing Opportunities: pages 8 – 11; * Greater Bay Area (GBA) To Outperform Rest Of China And Globally: pages 12 – 15; Stock Picks:- * Ronsh...

UOB
Nick Liu Sunliang ...
  • Shaun Tan

China Property - Embracing megacity clusters.

With the government’s efforts to foster and develop city clusters in China, we see huge housing demand in core metroplolitan areas arising from urbanisation and cross-regional population flows into those areas. The YRD and GBA will remain the main magnets for population in the future, given their vast potential. Urbanisation rates in YRD (68.5%) and GBA (84.4%) are higher than in the rest of China (59.58%). Maintain OVERWEIGHT. Our top picks are CIFI, Ronshine and Times China.

UOB
Nick Liu Sunliang ...
  • Shaun Tan

China Property: Embracing megacity clusters. OVERWEIGHT

With the government’s efforts to foster and develop city clusters in China, we see huge housing demand in core metroplolitan areas arising from urbanisation and cross-regional population flows into those areas. Naturally, the YRD and GBA will remain the main magnets for population in the future, given their vast potential. Urbanisation rates in YRD (68.5%) and GBA (84.4%) are notably higher than in the rest of China (59.6%). Maintain OVERWEIGHT with CIFI, Ronshine and Times China as top BUYs.

UOB
Jayson Kong ...
  • Johnny Yum Chung Man
  • Joyce Chan Pui Lai
  • Ken Lee
  • Nick Liu Sunliang
  • Tham Mun Hon

Greater China Daily: Tuesday, July 2, 2019

KEY HIGHLIGHTS CHINA Economics PMI Destocking starts to slow down but poor labour market outlook a concern. Sector Automobile Completion of emission standard transition kick-starts recovery. Maintain OVERWEIGHT. Property Weekly: Continuous policy fine-tuning. TRADERS’ CORNER China Overseas (688 HK): Trading Buy Range CIFI Holdings (884 HK): Trading Buy Range

CIFI Holdings (Group) Co. Ltd. - December 2016 (LTM): Peer Snapshot

Peer Snapshot: CIFI Holdings (Group) Co. Ltd. - December 2016 (LTM) 21 April 2017 (in US millions) FYE Dec-14 FYE Dec-15 LTM Dec-16 FYE Dec-14 FYE Dec-15 LTM Jun-16 FYE Dec-14 FYE Dec-15 LTM Dec-16

CIFI Holdings (Group) Co. Ltd.: Outlook change to positive reflects likely improvements in the company's credit profile

CORPORATES CREDIT OPINION 27 March 2017 Update RATINGS CIFI Holdings (Group) Co. Ltd. Domicile Cayman Islands Long Term Rating Ba3 Type LT Corporate Family Ratings Outlook Positive Please see the ratings section at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Stephanie Lau 852-3758-1343

Moody's changes CIFI's ratings outlook to positive

Hong Kong, March 06, 2017-- Moody's Investors Service has changed the ratings outlook of CIFI Holdings Co. Ltd. to positive from stable. At the same time, Moody's has affirmed the company's Ba3 corporate family rating and the B1 senior unsecured rating on its USD400 million bonds due 2020.. "The positive ratings outlook reflects our expectation that CIFI will improve its credit metrics over the next 12-18 months, owing to its strong sales execution and prudent land acquisition...

UOB
Nick Liu Sunliang ...
  • Shaun Tan

China Property: Embracing megacity clusters. OVERWEIGHT

With the government’s efforts to foster and develop city clusters in China, we see huge housing demand in core metroplolitan areas arising from urbanisation and cross-regional population flows into those areas. Naturally, the YRD and GBA will remain the main magnets for population in the future, given their vast potential. Urbanisation rates in YRD (68.5%) and GBA (84.4%) are notably higher than in the rest of China (59.6%). Maintain OVERWEIGHT with CIFI, Ronshine and Times China as top BUYs.

1 director bought

A director at CIFI Holdings Group Co Ltd bought 1,870,000 shares at 4.576HKD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. Th...

UOB
Jayson Kong ...
  • Johnny Yum Chung Man
  • Joyce Chan Pui Lai
  • Ken Lee
  • Nick Liu Sunliang
  • Tham Mun Hon

Greater China Daily: Tuesday, July 2, 2019

KEY HIGHLIGHTS CHINA Economics PMI Destocking starts to slow down but poor labour market outlook a concern. Sector Automobile Completion of emission standard transition kick-starts recovery. Maintain OVERWEIGHT. Property Weekly: Continuous policy fine-tuning. TRADERS’ CORNER China Overseas (688 HK): Trading Buy Range CIFI Holdings (884 HK): Trading Buy Range

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

UOB
Nick Liu Sunliang

China Property - Weekly: Financing channel may not tighten further.

Last week (7- 13 July), 37,011 new houses were sold in the 30 cities we monitor, down 6.0% wow. Transaction area totalled 3.87m sqm, down 6.1% wow. New inventory in 15 cities increased 61.3% wow. Transaction-to-new-launch ratio reached 1.30x, higher than the 0.75x in the week of 30 June-6 July. Leading developers are trading at 4.1-9.2x 2019F PE and at a 21.4-65.2% discount to NAV last week. Maintain OVERWEIGHT.

UOB
Shaun Tan

CHINA PROPERTY SECTOR: 52-page report - Price = US$500:-

UOB Kay Hian published on 11th July this report on the China Property Sector, which contains 5 actionable investment ideas and includes forecasts for 2019, 2020 and 2021 for the companies’ key data (including net turnover, operating profit, EPS, PER, PBR, ROE and dividend yield). The report has sections on:- * Investment Highlights: page 1; * Determining Housing Demand Based On Population Changes: pages 3 – 7; * Integration In Yangtze River Delta (YRD) Bringing Opportunities: pages 8 – 11; * Greater Bay Area (GBA) To Outperform Rest Of China And Globally: pages 12 – 15; Stock Picks:- * Ronsh...

UOB
Nick Liu Sunliang ...
  • Shaun Tan

China Property - Embracing megacity clusters.

With the government’s efforts to foster and develop city clusters in China, we see huge housing demand in core metroplolitan areas arising from urbanisation and cross-regional population flows into those areas. The YRD and GBA will remain the main magnets for population in the future, given their vast potential. Urbanisation rates in YRD (68.5%) and GBA (84.4%) are higher than in the rest of China (59.58%). Maintain OVERWEIGHT. Our top picks are CIFI, Ronshine and Times China.

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