Career OpportunitiesContact UsAbout SandalwoodResearch ReportBlogInsight ReportDataSandalwood GoInsight ReportData
Sign Up for Free Account
English
Sign Up for Free Account
sandalwood-Win the race in Capturing Alpha
Win the Race in Capturing Alpha
Read On Current Events
Hit Your Investment Target
Be Ready to Ride Inflection Points
Insight Report
sandalwood Company Insight Report
Company Insight Report
Sandalwood analyses and keeps track of companies’ key performing metrics to provide forecast on growth trend.
Sandalwood conducts targeted research
Thematic Report
Sandalwood conducts targeted research on topics of interest based on current events and your need.
sandalwood Hotpic Research report
Industry Analysis Report
Sandalwood illustrates a comprehensive array of historical data, provides forward-looking and in-depth industry analysis to help you get distinct viewpoints and navigate the ever-changing market.
Research Report
Limited-time Offer
BEKE US EOUITY: Beike F4Q23 | Neutral
Company Insights
Pre Earning View

In Oct-23, Sandalwood captured existing-home GTV (RMB) and sales volume grew at +12% y/y and +28% y/y respectively, remaining resilient compared to last quarter’s +11% y/y and +14% y/y respectively; we estimated the GTV and total number of second-hand properties closed would further improve to +23% y/y and +39% y/y in Nov from Oct’s +12% y/y and +28% y/y.Existing home visit numbers remained healthy in Nov-23 at +59% y/y; Shenzhen weekly visits witnessed an uptick in the last week of Nov thanks to the lowered down payment to 40% for the second-purchased home starting from Nov 23rd 

2024-02-12
Read More
Limited-time Offer
Japanese Companies in China - Aug 2023
Key Takeaways
Positive trend: 1、Sportswear: Mizuno, Snowpeak; 2、Toys & Accessories: Sanrio

Negative trend: 1、Sportswear: Yonex; 2、Cosmetics & Personal Care: P&G (SK II), Kose, KAO, Unicharm, MTG, Pigeo

2023-10-12
Read More
Limited-time Offer
China Reopening Activity Tracker - Aug 2023

Positive: Travel sector, Japan tourism, Isetan, H2O Retailing, J Front RetailingCtripTongcheng ElongMoncler

1. On y/y basis, Retail/Restaurant remain largely seasonal in Aug MTD vs. Jul, while Auto becomes less negative, although still ample room for recovery. Housing (new home sales) continues to be the most negative, but likely close to the bottom as more support measures roll out in early Sep. 

2. Chinese luxury spending continues to be healthy based on daily trend, mainly supported by Hong Kong, Macau, Japan, and other regions in APAC. Moncler outperforms the most.

 

2023-09-05
Read More
View All Reports
Service
Institutional Investors
Corporate Clients
About
About Sandalwood
Open Positions
Contact Us
Support
Service Support
News Support
Contact us
Address
19/E. Two ChinaChem Central. 26 Des Veoux Road Central, Hong Kong
© Copyright 2015-2024 Sandalwood. All Rights Reserved.
Disclaimer Terms of Use Privacy Policy