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Kardan 2015 3e kwartaal. Up of toch down?

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  1. [verwijderd] 12 oktober 2015 22:52
    quote:

    Tante Jo schreef op 11 oktober 2015 16:52:

    Hoi, onderweg naar Kreta, kan iemand mij vertellen hoe Israel staat (of vanadaag wederom gesloten? @ Charter onder de 42 eurocent doe ik ze niet weg, dit als antwoord op een vraag zonder vraagteken haha. Veel succes de komende 14 dagen met ons aandeel. Lief zijn voor elkaar dan gaan we over twee weken weer in de ballenbak spelen. Groet TJ
    Ga jij rubberboten opkopen daar?
  2. [verwijderd] 12 oktober 2015 22:55
    quote:

    beterwisdanonwis schreef op 12 oktober 2015 17:07:

    open deurtje: de dag dat de koers van Kardan omhaag schiet is weer 1 dag naderbij gekomen. (variant op: als het regent in mei, is april voorbij)
    Het zal in oktober nog wel ff uitzingen zijn ..
    November wordt het beter
  3. [verwijderd] 12 oktober 2015 23:03
    quote:

    ch@rter schreef op 12 oktober 2015 22:55:

    [...]

    Het zal in oktober nog wel ff uitzingen zijn ..
    November wordt het beter
    November is meestal kouder.
  4. VolvoR 13 oktober 2015 10:40
    Had eigenlijk wel verwacht dat na weer negatief nieuws uit china de koers wat verder zou zakken,maar toch niet voorlopig.Blijft redelijk liggen.
  5. forum rang 4 Nel 13 oktober 2015 10:49
    gaat toch over de export! zie die gebouwen niet echt verscheept worden!
  6. adri67 13 oktober 2015 12:48
    quote:

    VolvoR schreef op 13 oktober 2015 10:40:

    Had eigenlijk wel verwacht dat na weer negatief nieuws uit china de koers wat verder zou zakken,maar toch niet voorlopig.Blijft redelijk liggen.
    Wat van belang is voor Kardan is de ontwikkeling van de huizenprijzen in China en die zijn al een aantal maanden achter elkaar aan het stijgen.

    China house prices rebound — how come?

    September 18, 2015
    Rafael Halpin

    Data published on Friday by China’s National Bureau of Statistics have shown a further rise in home prices in the country.

    The recovery has taken the market by surprise, after many predicted last year that China’s housing market was on an irreversible downward trend.

    What is going on?

    One often-cited reason for the rebound is that investors are switching from equities to housing as China’s stock market bubble deflates.

    But there is little evidence of this.

    Seventeen per cent of consumers surveyed by FT Confidential Research in August said they planned to invest in real estate in coming months, still well below the 41 per cent planning to buy stocks.

    Only 20 per cent of consumers in August thought that now was a good time to buy a house for investment purposes.

    Some observers say the uptick in home prices is happening only in larger Chinese cities. But while it is certainly true that first-tier cities have led the upturn, there are indisputable signs of recovery in smaller cities as well.

    Outside of provincial capitals and municipalities, the average price of residential floor space sold has risen 2 per cent year on year so far in 2015, according to the NBS.

    Data from Soufun, a real estate consultancy, show a similar trend.

    So what is driving the recovery in home prices?

    Analysis from FT Confidential Research suggests that the main factor is an undersupplied housing market: demand is recovering at a faster pace than supply is being increased.

    One stark indication of this is that while residential floor space sold rose 8 per cent year on year in the first eight months of 2015, the amount of floor space completed fell 17 per cent, according to the NBS.

    Undersupply, measured by the gap between space completed and space sold, is on the rise

    Another indication is that housing inventories are now being rapidly drawn down.

    Residential floor space available for sale — including units being sold off-plan — fell to the equivalent of 10.3 months of sales in August in the 10 cities tracked by FT Confidential Research, the lowest level since March 2014.

    Home price growth has recovered in tandem with both of these indications of undersupply.

    The sharp rise in home prices is ultimately testament to the fact that China needs to build more houses, an important counterpoint to the doom and gloom over China in recent months.

    Developers generally take about six months to respond to higher home prices and start construction on new projects, something that in the past has supported the wider economy by boosting demand for industrial goods.

    With home prices now firmly on an upward trend, inventories moderating and credit becoming cheaper and more readily available, there may be ground for taking a more optimistic view on China’s prospects for the rest of the year.
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