China West. Share Discussion Threads

[flyingswan] 31/10/2009 10:49

Companies like China Western Investments CHWI may be a good defensive play IMHO. See the mention below of investing in Asia and China Commercial Property Sector:

Time to shore up with defensives
By Ellen Kelleher

Published: October 30 2009 19:14 | Last updated: October 30 2009 19:14

Equity income funds are expected to regain their strength and achieve higher returns if stock markets falter and defensive stocks advance.



Investors may also now consider UK-based equity income funds that invest in Europe and the Far East.

Asian income funds are likely to be more biased towards investing in financial stocks, as banks and asset management groups in the region tend to pay dividends more readily, advisers say.

While dividends offered by UK equity income funds are typically between 3 to 4 per cent (net of basic rate tax), they tend to vary more widely across Europe and Asia.

[robmatt2] 20/10/2009 09:32

Hi,

New to this thread and stumbled upon this share by chance. Could someone give me a brief outline of the expected newsflow in the next few months. I will do my research on the company tonight so any pointers for information would be more than appreciated. Thanks in advance.

[flyingswan] 20/10/2009 09:23

Chine Western Investments (CHWI) raised 5% today I think on this news:

...China property shares outperformed on better-than-expected property sales and hopes for strong earnings. China Vanke rose 6.8% in Shenzhen, while Gemdale gained 8.3% and Poly Real Estate advanced 4.9% in Shanghai.
"(It now appears) property developers' third-quarter earnings will be better than the market had anticipated, which led to fund managers actively adding positions in the sector," said Huatai Securities analyst Chen Huiqin...

[flyingswan] 19/10/2009 10:22

Great Article on the Pros and Cons of investing in Commercial Property like CHWI

[redprince] 16/10/2009 09:01

I`m with you FlyingSwan-this is a no brainer long term.x 6 nav vs mkt cap.Can anyone find me a better safety margin than that?

Answers on a very small postcard!!!

[flyingswan] 16/10/2009 08:54

QP... If it makes you happier I will post articles on China Property, but if you do your research you will also see that CHWI has property in the UK as well as China.

Does this article make you happier?
China Property Prices, FDI Rise In September
10/15/2009 7:47 AM ET

China's property prices in September rose at their fastest pace in a year as record lending and government stimulus boosted the economy. At the same time, foreign direct investment rose for the second straight month in September.

Property prices in 70 cities rose 2.8% year-on-year in September, the National Bureau of Statistics said on Thursday. That was the fourth consecutive increase after declines in seven months. In August, prices were up 2%.

Continuing growth in Chinese property prices suggests that the country's real estate market is improving. On a monthly basis, prices rose 0.7% in September, slightly down from a 0.9% growth recorded in August.

Prices of newly built residential properties rose 2.7% annually in September, quicker than the 1.5% increase seen in August. Prices in the secondary market grew 3.8% from a year earlier, slightly higher than August's 3.6% rise.

[quepassa] 16/10/2009 07:59

The three articles posted relate ONLY to the UK property market.

What relevance do these articles have to the Lanzhou market?

None, in my opinion.

Because the UK property market is recovering, just why is this good for the China property market and CHWI?

I do hope that these UK-centric articles are not mis-interpreted by any investors as being relevant to mainland-China property companies.

All IMO. DYOR.

QP

[flyingswan] 15/10/2009 10:07

Property is back in vogue
Story by: Andy GaddMagazine: FinancialAdviser Published Thursday , October 15, 2009



Property has hit a floor and for those with the confidence, now is the time to invest

Advertising

One of the most difficult things to overcome when recommending or managing investments is human psychology.

Unfortunately as you always tell your clients, quite rightly, that past performance is no guarantee of the future, recent experience is generally paramount in our minds when considering potential investment opportunities....

Here is the link to IPD Index:


This Bloomburg article might make it clearer:


Great news for CHWI - IMHO, DYOR

[krazykid] 14/10/2009 12:06

Ah...good timing, well it's nice the day you buy it :>)

[flyingswan] 14/10/2009 10:09

China Merchants Property Development Co. gained 5.2 percent to 27.30 yuan, the most since Sept. 3. The developer said third- quarter net income may climb as much as threefold from a year earlier to between 463 million yuan ($67.8 million) and 513 million yuan.

Ratings Upgrade

Moody's Investors Service raised its rating on China's residential property market outlook to stable from negative on Oct. 5, citing improving sales and the likelihood that prices will stabilize. An index tracking property stocks on the Shanghai gauge has more than doubled this year, the most among the five industry groups. It jumped 5.8 percent today.

The Shanghai Composite is still down 14 percent from this year's Aug. 4 peak. The gauge slumped 22 percent in August on concern a decline in new lending will derail economic growth and new share sales will divert funds from existing equities.

[krazykid] 14/10/2009 09:13

Back in with a few, may be longer hold than last time!

[redprince] 13/10/2009 13:51

FlyingSwan-look forward to reading that.

Best regards,
RedPrince.

[flyingswan] 13/10/2009 11:16

RedPrince... I agree with you. I think the answer may be out tomorrow when IPD Index gives the official Value of Commercial Property tomorrow for September. I will post the figures when I see it.

[brando69] 12/10/2009 13:38

flying swan, don't get sucked in by tara's ramping

[flyingswan] 12/10/2009 11:57

This article is indicating that China Commercial Property is increasing in value at 5% a month, in the office sector.
This must be good for the value of CHWI's Property too.
Have a read and do your own research on the China Commercial Property Sector:

[flyingswan] 12/10/2009 09:07

QuePassa... But if the share is going up over 300%, as it has in the past the spread does not really matter.
The main thing is to be part of the rapid rise.
The current down turn appears to have run out of steam and we are still in a long term Up trend.
With News expected Wednesday; I do no see many sellers at this level IMHO, DYOR

[quepassa] 12/10/2009 08:11

In my view, extreme caution needs to be exercised in considering investment in CHWI.

Don't lose sight of the immense bid-offer spread that frequently is apparent on this share.

All IMO. DYOR.

QP

[panamabob3] 11/10/2009 20:09

YES,Brando and I was one of them.Avoid.

[flyingswan] 11/10/2009 20:05

It could be a shake out before the next leg up after all this has already gone up 300% and could easily do the same again. We will see after Wednesdays IPD Index update. DYOR

[brando69] 11/10/2009 20:02

anyone buying at the top of this surge has lost more than 50% on paper in a week. a salutory lesson.

[brando69] 11/10/2009 20:01

typical pump and dump i'm afraid.

[flyingswan] 11/10/2009 17:16

IPD will update their index on the 14th October for the September figures. If the Values are up we may see CHWI Fly. IMHO.

[flyingswan] 07/10/2009 09:59

Hong Kong rises on back of Wall street, property and commodity gains

Hong Kong developers were boosted after the Hong Kong government said the number of property transactions in September jumped 96 percent from a year earlier, while the value of all transactions was up 185 percent. Sino Land (HKG:0083) rose 3.6 percent. Hang Lung (HKG:0101) was up 2.1 percent. New World Development gained 2 percent...
CHWI should benefit too from this increased interest in Commercial Property. IMHO, DYOR