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Xinyuan Real Estate: The Path Is Becoming Clearer

May 18, 2018

Summary Points: 

- Xinyuan announced several changes to its Board of Directors and there was one addition to the board that stood out the most.

- A review of the company's Form 20-F shows that Xinyuan is still a growing company.

- Xinyuan's stock is a long-term buy at today's price.

 

Xinyuan Real Estate's ($XIN) stock has underperformed the S&P 500 (SPY) by a wide margin so far in 2018 but XIN shares are still outpacing the market over the last year.

 

Based on my review of the company's Q4 2017 financial results, I told investors that they should stay long the stock. My recommendation has not worked out well so far but, in my opinion, the risk-reward profile for Xinyuan is still attractive today. Moreover, the recent board changes supports management's long-term business strategy and it actually makes the bull case a lot stronger, of course, in my opinion.

 

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