Skip Navigation Links
Top property developers in China
08 Jan 2022 (198 views)  

Here are the top property developers in China. Report.

I analyzed the financial indicators for them below. 

I expect the property market in China to stabilize. There was a recent announcement from the regulator that made it possible for existing developments in strong financial position, including several state owned developers, to take over the projects of weak developers (such as Evergrande) and to complete them. 

The new regulation stipulated that the debts of these projects will be excluded from the computation of the debt ratio of the rescuing developer from the "three red lines". 

I have sorted out the developers in the order of total debt to equity (TDE). I wish to avoid developers with a TDE of more than 100%. I will consider the top 4.

My top choice is Kerry Properties. It has a low TDE, an attractive dividend yield, a modest forward PE ratio and a low price to book. 

My second choice is China Overseas Land.

Note - I am giving a quick analysis. This is not investment advice. 

Tan Kin Lian


 


Top property developers in China
[Back] [Print]


Here are the top property developers in China. Report.

I analyzed the financial indicators for them below. 

I expect the property market in China to stabilize. There was a recent announcement from the regulator that made it possible for existing developments in strong financial position, including several state owned developers, to take over the projects of weak developers (such as Evergrande) and to complete them. 

The new regulation stipulated that the debts of these projects will be excluded from the computation of the debt ratio of the rescuing developer from the "three red lines". 

I have sorted out the developers in the order of total debt to equity (TDE). I wish to avoid developers with a TDE of more than 100%. I will consider the top 4.

My top choice is Kerry Properties. It has a low TDE, an attractive dividend yield, a modest forward PE ratio and a low price to book. 

My second choice is China Overseas Land.

Note - I am giving a quick analysis. This is not investment advice. 

Tan Kin Lian