Via Catalpa de bovenstaande plaatjes. De huizenprijzen dalen geleidelijk minder in China. De onroerend goed ondernemingen doen het helemaal niet slecht op de Chinese beurs de laatste tijd. De koerswinstverhoudingen zijn erg goedkoop en ze maken naar verwachting meer winst dit jaar.
Catalpa meldt via http://blogs.reuters.com/globalinvesting/2012/04/10/no-hard-landing-for-chinese-real-estate/: Sales and earnings figures indicate some of the gloom is lifting as developers have enjoyed a second straight month of rising sales. Vanke, China’s biggest developer by sales, said last week that March sales had risen 24 percent year on year, while 2011 profits rose 30 percent. Another firm, China Overseas Land, posted a 21.5 percent profit rise last year. The mood is reflected in stock prices. While the Shanghai shares index has risen less than 5 percent this year, a sub-index of Chinese property companies has risen 13 percent.
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