Calls
2
Yi Wang
Head of China real estate research at Goldman Sachs
Win Rate
0.0%
return
-4.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 05
$27.13
-1.2%
The market has already priced in a 15-17% price increase from a recovery in 15-17 Chinese cities, but if the recovery broadens to 70 cities, there is potential for further valuation multiple expansion in Chinese property developers, supported by the government's urban renewal program of 4-5 trillion investment.
Thematic ETFs
Long
Apr 17
$37.23
-8.3%
Shanghai and Shenzhen property markets are at an inflection point and are expected to lead a recovery, with prices projected to rise 15% from end of 2025 to end of 2028, driven by fundamental factors like demographics, income, supply, and affordability, similar to Hong Kong's recovery.
Equity Indexes
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Yi Wang has 2 trade ideas tracked on Buzzberg across 2 tickers since April 2026. Most covered: KWEB, FXI, CHIR.
