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Meemi O.
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".
383 views0 comments
Meemi O.
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.
918 views0 comments
Meemi O.
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.
1,805 views0 comments
Meemi O.
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.
810 views0 comments
Meemi O.
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?
236 views0 comments
Meemi O.
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.
443 views0 comments
Meemi O.
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.
2,559 views0 comments
Meemi O.
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...
523 views0 comments
Meemi O.
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:...
705 views0 comments
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