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Xinyuan Real Estate Co., Ltd (XIN)

Xinyuan Real Estate Co., Ltd (XIN)

Xinyuan Real Estate to Present at the LD Micro Virtual 2020 Conference Today, March 3rd at 5:40 pm (EST)

https://www.webcaster4.com/Webcast/Page/2019/33453

 

The alphaDIRECT Insight

As a top 100 real estate developer in China, Xinyuan believes it is uniquely positioned to capture potential growth opportunities driven by three key factors.  First, China is the world’s largest housing market, and they believe this market can grow rapidly in the years ahead.  Housing growth can be driven by China’s shift to an economy that is more urbanized and centered on white collar jobs in technology, finance, engineering, etc.  The housing market appears to be driven both by volume– the economically-driven migration to major cities—and by quality– the shift to more luxurious housing enabled by upward mobility.  Second, management believes that Xinyuan is a well-established operator with a proven track record of success in real estate.  Management states that Xinyuan’s solid financial performance generates ample liquidity, which is being returned to shareholders in the form of dividends.  XIN has paid a consistent quarterly dividend since 2013.  Management often reiterates its commitment to its dividend, which reflects solid performance and confidence in the growth outlook.  Third, Xinyuan trades at a meaningful discount to its peers (global real estate developers), in our view.  Management believes that the valuation discount could be due to a lack of investor visibility and the misperception of being a pure “China play”.  As such, Xinyuan believes it has the potential to be re-rated higher as investors come to appreciate its long-term growth prospects, its global ambitions, and the sustainability of its dividend.

Company Overview

Xinyuan Real Estate Co., Ltd., through its subsidiaries, develops residential real estate properties for middle income consumers in the People’s Republic of China, the United States, and internationally. It develops residential projects, such as multi-layer apartment buildings, sub-high-rise apartment buildings, or high-rise apartment buildings; auxiliary services and amenities, such as retail outlets, leisure and health facilities, kindergartens, and schools; and small scale residential properties, as well as office, mixed-use, and commercial properties. The company also acquires development sites through public auctions of government land and direct negotiations. In addition, it provides property management services for its developments and other real estate-related services. Further, the company offers landscaping engineering and management, real estate consulting and marketing, leasing management, technical, and management consulting services; operates retail stores; and installs intercom systems. Xinyuan Real Estate Co., Ltd. was founded in 1997 and is headquartered in Beijing, the People’s Republic of China.

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alphaDIRECT Virtual Conference Series

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alphaDIRECT Company Snapshot

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alphaDIRECT Company and Industry Research Reports

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February 26, 2020
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