China Aoyuan Analyst 11 Jun 21

China Aoyuan – a potential value play? (15 Jun 21)

Dear all Against the backdrop of rising inflation, some market strategists have recommended “additional urgency” to rotate from technology plays to “old economy value stocks” to hedge against potential inflation pressures (as they believe such inflation pressures are not transitory). A stock that may tick all the right boxes may be China Aoyuan (“Aoyuan”) (3883.HK). It belongs to the old economy stocks (i.e. property sector which may be a hedge against inflation) and seems to be a value play, given that it trades at HKD7.01 on 15 Jun 21.   Who is Aoyuan? Quoting from a report by DBS Research […]

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7 reasons why Private Resale Condos may be better than new launch for HDB upgraders (6 Mar 21)

This write-up was reproduced with permission from Ray’s Estate Clinic, written by Founder, Raymond Chng. Please refer to the end of the article for more information on Raymond. Since 2018, we have been sharing with our clients and readers that resale properties are good options. Today, as of the date of writing, there are still a handful of readers asking us if resale properties can be profitable. The simple answer is – Yes! There are considerations that property buyers should note about New Launch properties, in particular for HDB upgraders. Most HDB upgraders who are selling off their BTOs would […]