[New post] DBS: China Property Sector

alanyeo posted: " Inflection point coming soon• Policy turnaround likely down the corner despite escalated tone for further tightening• Clarity on Evergrande's deleveraging plan before results may support valuation recovery• Unexciting 1H21 results more than in-priced in;" Respond to this post by replying above this line New post on Alpha Edge Investing DBS: China Property Sector by alanyeo Inflection point coming soon• Policy turnaround likely down the corner despite escalated tone for further tightening• Clarity on Evergrande's deleveraging plan before results may support valuation recovery• Unexciting 1H21 results more than in-priced in; concerns over margin compression overplayed• Top picks: CR Land (1109 HK), Longfor (960 HK), Country Garden (2007 HK) and Yuexiu (123 […] Read more of this post alanyeo | July 29, 2021 at 12:18 pm | Tags: Country Garden Services, CR Land, Longfor, Yuexiu | Categories: Equities - Research Reports by Brokers/ Banks | URL: https://wp.me/p7fA1-2cZ Comment    See all comments    Like Unsubscribe to no longer receive posts from Alpha Edge Investing. Change your email settings at Manage Subscriptions. Trouble clicking? Copy and paste this URL into your browser: http://alphaedgeinvesting.com/2021/07/29/dbs-china-property-sector-2/ Thanks for flying with WordPress.com