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1. nhp22 28 november 2013 14:43

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   Is de consolidatie van de afgelopen weken een instap moment of een verkoopmoment voor beleggers. Ik heb er een paar opgepikt afgelopen vrijdag. Koersstijging in de afgelopen maanden 185%. Ticker SFun
   
   finance.yahoo.com/q?s=SFUN
   
   Mijn analyse
   
   beleggenmethenk.blogspot.nl/2013/11/h...
2. nhp22 6 december 2013 13:04

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   Een bericht van een paar dagen geleden. Soufun duikt in de financial services!
   
   news.investors.com/120213-681281-souf...
3. nhp22 20 januari 2014 11:49

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   www.bloomberg.com/news/2014-01-19/chi...
   
   China’s new home sales last year exceeded $1 trillion for the first time as property prices in cities the government considers first tier surged in the absence of more nationwide property curbs.
   
   The value of new homes sold in 2013 rose 27 percent from 2012 to 6.8 trillion yuan ($1.1 trillion), National Bureau of Statistics said in a statement today. New-home prices in December climbed 20 percent in Guangzhou and Shenzhen from a year earlier, and jumped 18 percent in Shanghai and 16 percent in Beijing, the bureau of statistics said Jan. 18.
   
   “Clearly, the real estate market in China remains hot,” Dariusz Kowalczyk, a senior economist and strategist at Credit Agricole CIB, said in an e-mailed reply today. “Urbanization and investment demand are leading to rising sales volumes, while prices continue to gain. China’s growth remains heavily dependent on the real estate market.”
   
   Premier Li Keqiang hasn’t imposed additional nationwide measures to cool the market since his predecessor Wen Jiabao stepped up a three-year campaign in March, ordering higher down payments and interest rates for second-home loans in cities with “excessive fast” price gains. Instead, Li has left it up to individual cities to impose their own curbs, with at least 10, many of them provincial capitals, tightening local property policies since November.
   
   Shenzhen, Shanghai and Guangzhou have all raised minimum down payments for second homes to 70 percent since November.
   
   “The effect of those measures was limited last year because in first-tier cities demand still outpaced supply,” Ding Shuang, a Hong Kong-based senior China economist with Citigroup Inc. said in a phone interview.
   
   Property Reliance
   
   The value of new housing sales was 5.4 trillion yuan in 2012, an 11 percent gain from the previous year, according to the government data.
   
   China’s economy rose 7.7 percent last year from 2012, the government said today, the same as the median estimate in a Bloomberg News survey of 31 analysts.
   
   Investment in homes, office buildings, malls and other real estate gained 20 percent to 8.6 trillion yuan last year from a year earlier, according to the statistics bureau data. New property construction rose 14 percent to 2 billion square meters (21.5 billion square feet).
   
   The Shanghai Stock Exchange Property Index, which tracks 24 developers traded in the city, was little changed at the close of trading, while the benchmark fell 0.7 percent.
   
   Rising Prices
   
   New-home sales volume rose 18 percent to 1.2 billion square meters, the government data showed.
   
   New and existing home sales in the U.S. were about $1.1 trillion last year, including $149 billion of new homes sold, broker Cushman & Wakefield Inc. estimated, based on U.S. Bureau of Census data.
   
   China’s existing-homes market is about one-third of new homes by sales, according to Centaline Property Agency Ltd., because the nation only allowed private home ownership in 1998. The government doesn’t release data on existing-home sales.
   
   Existing-home prices rose 20 percent in the capital Beijing last month from a year earlier and increased 14 percent in Shanghai, according to the Jan. 18 data.
   
   Private figures also showed no sign of cooling in the property market. Home prices in December had the biggest year-on-year gain in 2013, increasing 12 percent, according to SouFun Holdings Ltd. (SFUN), China’s biggest real estate website owner.
   
   ‘Near Despair’
   
   “There has been a misconception that China’s property curbs are aimed at cracking down on the market or squeezing sales,” said David Hong, a Hong Kong-based property analyst at China Real Estate Information Corp., or CRIC, a property data and consulting firm. “The country’s economy, especially that of less affluent cities, is relying on the real estate industry.”
   
   First-tier cities, including Beijing and Shanghai, may impose further curbs if prices rise too fast, Standard & Poor’s Hong Kong-based analyst Bei Fu said Jan. 17. Home prices will increase about 5 percent this year from 2013, while home sales volume will jump about 10 percent, according to S&P.
   
   Almost one-fifth of respondents in a Renmin University of China survey gave a zero score to the government’s property policies, indicating “near despair” with housing prices, the official China News Service reported last month, citing survey results.
   
   New-home prices in the eastern city of Wenzhou in Zhejiang province fell 2.6 percent from a year earlier, declining for a 27th month. It was the only city among the 70 to show a decrease, the government data showed.
   
   Artificial Tightening
   
   “The government should increase land and home supply in major cities because only artificially tightening the market through government orders will not work,” Citigroup’s Ding said.
   
   Beijing, the financial center of Shanghai, and the southern business hubs of Guangzhou and Shenzhen are considered first-tier cities by the statistics bureau. The four have “high levels of international business connectivity, deep corporate bases and well-developed international grade stock, and they are the country’s most liquid and transparent markets,” according to broker Jones Lang LaSalle Inc.
   
   Home sales will continue to rise this year because of economic growth, supportive credit environment and government reforms including the easing of the one-child policy, said Sigrid Zialcita, head of Asia research at Cushman, in an e-mailed reply.
   
   Home sales rose at a rate of about 30 percent each year from 1998 to 2009, according to Centaline, China’s biggest real estate brokerage. The annual rate has slowed to about 10 percent since 2010, according to the brokerage.
   
   They won’t continue growing as fast given their already rapid increase and government curbs, said Liu Yuan, a Shanghai-based researcher at Centaline. Growth in the early 2000s was driven by tax rebates and other incentives to encourage home buying as the nation’s property market was opened to private ownership, he said.
   
4. nhp22 23 januari 2014 16:25

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   Chinese aandelen onder druk door SEC actie.
   seekingalpha.com/news/1522581-chinese...
   
   SEC administrative law judge Cameron Elliot has barred the Chinese units of the Big-4 accounting firms - KPMG, Deloitte, PwC, and Ernst & Young - from auditing U.S.-listed companies for six months....
   
   SFUN -8,5%
5. jrxs4all 23 januari 2014 16:44

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   quote:

   nhp22 schreef op 23 januari 2014 16:25:

   Chinese aandelen onder druk door SEC actie.
   seekingalpha.com/news/1522581-chinese...
   
   SEC administrative law judge Cameron Elliot has barred the Chinese units of the Big-4 accounting firms - KPMG, Deloitte, PwC, and Ernst & Young - from auditing U.S.-listed companies for six months....
   
   SFUN -8,5%
   

   Het is om te lachen, die domme Amerikanen denken nog steeds dat zij andere landen de wet kunnen voorschrijven.
   
   In Europa en zeker in Nederland lukt dat ook nog wel, maar de Chinezen trappen daar echt niet in.
6. jrxs4all 23 januari 2014 17:09

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   De paniek is sowieso een beetje overdreven:
   
   blogs.barrons.com/emergingmarketsdail...
7. nhp22 10 februari 2014 13:04

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   Cijfers binnen. Q4 Winst valt mee. Omzetverwachting Q4 valt iets tegen.
   
   ir.soufun.com/phoenix.zhtml?c=233487&...
   
   finance.yahoo.com/q/ae?s=SFUN+Analyst...
8. nhp22 10 februari 2014 14:04

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   Voorbeurs +8% :)
   
   www.marketwatch.com/investing/stock/sfun
9. nhp22 24 februari 2014 16:08

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   •    nhp22

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   Soufun lager na analisten update Goldman Sachs.
   
   www.streetinsider.com/Analyst+Comment...
10. nhp22 2 juni 2014 13:49

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    •    nhp22

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    Naar aanleiding van de eerste kwartaalcijfers bij sfun het volgende
    
    www.marketwatch.com/story/soufun-anno...
    
    Omzetdaling ten opzichte van het vierde kwartaal -44%. Winstdaling -67%. Ten opzichte van het eerste kwartaal 2013 was er wel een behoorlijke groei. Verwachte omzet voor de rest van het jaar gelijk gebleven.
    
    Ik hou ze vast!
    
    beleggenmethenk.blogspot.nl/2014/06/v...
    
    En natuurlijk dank ik seeking alpha weer voor de transcriptie van de earningscall
    
    seekingalpha.com/article/2199293-souf...