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Developing Growth Despite the Downturn in Urban China

Watch the video with Andrew Stotz or read a summary of the World Class Benchmarking on Yanlord Land Group Limited.


Yanlord Land Group Limited (YLLG) is one of the largest foreign-owned developers in China by sales.

Yanlord's share price improved markedly in 2016 compared with #market

The Singapore-listed property company’s commercial and residential development activities are largely concentrated near major cities and regions of China, including Shanghai and the Pearl River Delta.

Business Description

YLLG is a Singapore-listed real estate group with revenues derived entirely from properties in four key growth regions of China, the Yangtze River Delta, the Pearl River Delta, the Bohai Sea region and West China.

The company has prime city locations such as Shanghai, Shenzhen, Tianjin and Nanjing.

With a diversified portfolio of holdings and developments, including residential properties, shopping malls, office buildings and hotels, the company has remained buoyant among a sea of developers experiencing the Red Dragon’s oft-mentioned economic slowdown. Nearly all of its revenue comes from development, with less than 10% stemming from investment and other sources.

Yanlord sticking almost entirely to development rather than #investments

Its secret sauce is simple. The group’s relatively strong balance sheet has partially insulated it from volatility in the mainland housing market.

YLLG had more than 15 projects undergoing pre-sales in mid-2016, including high-rise condos in Shanghai, Shenzhen, Suzhou and Nanjing.

It hasn’t slowed down either. It has currently acquired new land worth approximately $1 billion, which it plans to prepare for future projects.


Chairman and CEO Sheng Jian Zhong founded Yanlord in 1993 by establishing offices in both Shanghai and Nanjing.

A serial entrepreneur, he has been involved in founding several other firms spanning the manufacturing, real estate and trading sectors in Hong Kong, Singapore and China.

Sheng Jian Zhong founded Yanlord in 1993 and has been leading it ever since

Mr. Zhong’s long career with the company might give shareholders more trust, despite the worry among real estate investors concerning China’s current debt overhang.

World Class Benchmarking

Yanlord’s Profitable Growth is still below average among 180 large global real estate companies. The company’s unmitigated development, however, put Growth at #2 in the past 12 months.

Profitable Growth is still below average among 180 large global #RealEstate companies

Profit margin at #7 is the main drag on Profitability, but some investors might warm to a Sales growth metric rank of #1.

The drag on Growth is coming from a Margin change ranking of #7.

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DISCLAIMER: This content is for information purposes only. It is not intended to be investment advice. Readers should not consider statements made by the author(s) as formal recommendations and should consult their financial advisor before making any investment decisions. While the information provided is believed to be accurate, it may include errors or inaccuracies. The author(s) cannot be held liable for any actions taken as a result of reading this article.