Reading Time: 2 minutes Stock Price Shares of Vanke (sina, Google Finance) has gained more than 200% YTD, but it is taking a hit lately. A while ago I read these two interesting articles (21cbh, sina) about the valuation of Vanke share. The key question is whether it is over priced, considering its growth potential. Of course no one… Continue reading Vanke: good stock at bubble price?
Reading Time: < 1 minute Vanke is the No. 1 home builder in China. Toll Brothers is a US luxury home builder. Comparing the profitability of those two are not really comparing apple to apple. But, the buyers of Vanke homes in China are mostly middle class, or in other words, their relative affulence level in China is about same… Continue reading Compare Vanke with Toll Brothers