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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".
Meemi O.
Jun 23, 202212 min read
391 views
1 comment

Hengda (Part 7): Concluding Evergrande
A summary of the Hengda (China Evergrande) conglomerate saga, debt crisis, and thoughts on its future trajectory.
Meemi O.
Apr 28, 20228 min read
929 views
0 comments
Hengda (Part 6): Corporate Governance Failures
Examining what went wrong with China Evergrande Group through instances of corporate governance failures.
Meemi O.
Apr 14, 202210 min read
1,948 views
0 comments

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.
Meemi O.
Apr 7, 20228 min read
868 views
0 comments

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?
Meemi O.
Mar 28, 20229 min read
241 views
0 comments

Hengda (Part 2): Evergrande Property Services
A business summary and financial overview of Evergrande Property Services, Hengda (China Evergrande) Group's property management arm.
Meemi O.
Nov 23, 202112 min read
453 views
0 comments

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.
Meemi O.
Nov 4, 20219 min read
2,651 views
0 comments


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...
Meemi O.
Feb 10, 202112 min read
530 views
0 comments

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:...
Meemi O.
Jan 20, 20218 min read
727 views
0 comments
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