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Xinyuan Real Estate: A Broken Stock (Not Company)

August 15, 2018

Summary

- Xinyuan Real Estate's stock price has fallen off a cliff over the last year.

- Xinyuan's financial results have been negativity impacted by several headwinds but the real issue with the stock is related to management failing to provide a buyable narrative.

- I plan to stay long the stock. How about you?

 

Xinyuan Real Estate ($XIN) is a little-known Chinese company that has faced several significant headwinds over the last year, which has had an impact on its stock price.

 

More recently, the company's financial results were negatively impacted by an accounting change (as described in more detail here) but I believe that the poor stock performance so far in 2018 is almost entirely related to management failing to provide a narrative to the financial community.

 

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