China real estate showing signs of recovery



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OM Holdings

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Low cost electricity power Bakun Dam Barum Dam and other dams Tropical region, a lot of captive hydropower key word is captive hydropower that is not being used for residential or commercial activities.  Hydropower is the cheapest form of power plants available. Not easily duplicable, Tropical regions and large rivers required, for much of hydropower production in the world is land locked. Samalaju port is adjacent to major sea  trade routes, easy access to industrial region. Displacing of higher cost indian producers, located close to the main ferrosilicon consumption regions. Total steel production in the world (1691 million tonnes) Japan (104.7 million tonnes) (3rd largest) Taiwan (23.1 million tonnes) (11th largest) China (831 million tonnes) (Largest steel producer in the world) South Korea (71 million tonnes) (6th largest) Black Arrows from Samalaju Red Arrow From China Ningxia region (Ferrosilicon producing region)  8500 kwh per tonne of ferrosi...
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OMH. A good article on the potential rebound in Chinas real estate sector

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 OM Holdings is in the steel sector and is indirectly tied to the health of Chinas real estate sector. The article is here  Surging Secondary Sales To Stabilize China Property In 2025 View Analyst Contact Information Table of Contents Key Takeaways We believe China's property market has stabilized, with sales (primary and secondary) likely hitting about Chinese renminbi (RMB) 17 trillion in 2025, roughly equal to the 2024 level. We continue to view secondary home sales as a leading indicator of primary sales, with higher-value properties in upper-tier cities leading the recovery. Risk factors to this base case include policy-continuity risk and the possibility of sporadic defaults by developers, which could again dampen sentiment. The Chinese property sector may have finally found its bottom. S&P Global Ratings believes surging secondary sales will help this market stabilize toward the second half of 2025. While growth is skewing toward the secondary market, which is of li...
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My old blog has resurfaced in my mind again.

 There was an old attempt at reviving my blog a number of years ago. But the posts are half finished and poorly worded. This latest attempt is really more a snapshot of whatever I am thinking of at the moment. My investment in OMH went parabolic in 2017, I tried to revive this blog in 2018. I almost had RM2million, but sadly its come down since then. I thought I would have at least RM5million in 5 years. But its been 6 and I am still stuck in this stupid company. There were so many issues with OMH's management, the company is such a great asset. But mismanagement has led to the share price underperforming over the years. I had so many good ideas. I should have sold this company when I had the chance. The real estate market in China is at its bottom, there has been a number of attempts to stimulate demand from properties, which were languishing since 2021 due to the 3 red lines policy by the Chinese government. The 3 red lines is an attempt to control the amount of leverage in the d...
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