Real Estate | Investor Insights

Jun 23, 202212 min read

Will China's Real Estate Developers Face An Evergrande Ending?

A financial overview and comparison of China's five largest real estate players, and discussion and analysis of the "three red lines".

Apr 28, 20228 min read

Hengda (Part 7): Concluding Evergrande

A summary of the Hengda (China Evergrande) conglomerate saga, debt crisis, and thoughts on its future trajectory.

Apr 14, 202210 min read

Hengda (Part 6): Corporate Governance Failures

Examining what went wrong with China Evergrande Group through instances of corporate governance failures.

1,730 views0 comments

Apr 7, 20228 min read

Hengda (Part 5): A Financial Overview of Evergrande

A financial analysis of China Evergrande Group including revenue structure, profitability, cash flows, leverage, and liquidity standing.

Mar 28, 20229 min read

Hengda (Part 3): Evergrande Auto and Healthcare Segment

Business model and financial analysis of Evergrande Auto and Healthcare Segment. Will electric vehicles be the way out for Evergrande Group?

Nov 23, 202112 min read

Hengda (Part 2): Evergrande Property Services

A business summary and financial overview of Evergrande Property Services, Hengda (China Evergrande) Group's property management arm.

Nov 4, 20219 min read

Hengda (Part 1): An Overview of the Evergrande Conglomerate

A corporate introduction and comprehensive overview of Evergrande Group, including key subsidiaries, associates, and other businesses.

2,502 views0 comments

Feb 10, 202112 min read

Danke (Part 2): Unravelling the Collapse of a Real Estate Ponzi Scheme

Previously in Part 1, we provided background information on Danke's history and business model. In this second installment of the Danke...

Jan 20, 20218 min read

Danke (Part 1): China's High Profile Real Estate Ponzi Scheme

Danke ("dahn-keh" - pronounced similarly to the German word for thank you), full name Phoenix Tree Holding Limited (Chinese: 蛋壳公寓) (NYSE:...

Investor Insights Asia