Broker: CGS International
Date of Report: July 11, 2025
Yanlord Land Group Ltd: Bullish Reversal Signals Opportunity as China’s Policy Shifts Spark Investor Interest
Overview: Market Sentiment and Macro Backdrop
The latest research from CGS International highlights key global and China-specific trends shaping the investment landscape. Recent weeks have seen US dollar volatility subside, yet analysts from Goldman Sachs caution that risks remain. Factors such as policy uncertainty around trade tariffs, fiscal concerns, and diversification from US assets could make the dollar trade more like a “riskier” currency. While a permanent shift away from the dollar as a safe haven is not the base case, short-term volatility could be significant.
In China, the risk of a deflationary trap is accelerating the urgency for a new wave of supply-side reforms during the upcoming 15th Five-Year Plan period. These reforms will likely focus on property destocking, capacity reduction, increased government leverage, and a push in artificial intelligence development.
Yanlord Land Group Ltd: Technical Buy Case Study
Stock:** Yanlord Land Group Ltd
Sector:** Real Estate Development (China)
Last Price:** S$0.59
CGS International’s Trendspotter signals a confirmed bullish reversal for Yanlord Land Group Ltd, a developer of high-end residential projects in China. The company has demonstrated impressive technical signals, making it a compelling watch for investors.
Trade Levels and Key Technicals
| Entry Price(s) |
Support 1 |
Support 2 |
Stop Loss |
Resistance 1 |
Resistance 2 |
Target Price 1 |
Target Price 2 |
Target Price 3 |
Target Price 4 |
| 0.59, 0.50, 0.45 |
0.55 |
0.38 |
0.39 |
0.65 |
0.80 |
0.69 |
0.78 |
0.85 |
1.02 |
Technical Analysis Deep Dive
Yanlord Land is up more than 16% since the last trendspotter, approaching the first target of S$0.60.
A strong bullish trend is confirmed after the inverted head and shoulders pattern.
Ichimoku cloud analysis shows a healthy bullish signal, with the stock closing above all key indicators.
MACD indicator confirms the reversal, with the signal line crossing at the bottom and a positive histogram.
The Stochastic Oscillator is climbing, confirming bullish momentum and an oversold crossover signal.
The 23-period Rate of Change (ROC) is positive and rising.
The Directional Movement Index (DMI) indicates steady bullish strength.
Trading volume is expanding healthily, supporting the move.
Company Profile
Yanlord Land Group Ltd specializes in developing high-end residential properties in China, focusing on premium urban locations and targeting affluent buyers.
China’s Economic Policy: The “New Supply-Side Reform”
China is at a critical juncture as deflation risks increase. The upcoming 15th Five-Year Plan is expected to usher in a “new supply-side reform” with four main pillars:
- Division: Property destocking initiatives to reduce unsold inventory.
- Subtraction: Capacity reduction in overbuilt sectors.
- Addition: Increasing government leverage ratios to stimulate growth.
- Multiplication: Accelerating development in artificial intelligence and technology.
This policy mix aims to stabilize the macroeconomic environment, address structural imbalances, and foster innovation-led growth.
Global Market Observations: Currency and Risk Themes
The US dollar’s traditional safe-haven status is under review as global macro uncertainties persist.
Shifting correlations mean dollar strength is less predictable during risk-off events.
Investors should monitor potential triggers such as US trade policy, Federal Reserve independence, and fiscal developments.
Investment Ratings & Framework
CGS International uses the following ratings framework:
- Add: Total return expected to exceed 10% over the next 12 months.
- Hold: Total return expected between 0% and +10% over the next 12 months.
- Reduce: Total return expected below 0% over the next 12 months.
Sector and country ratings are also provided, ranging from Overweight (positive outlook) to Underweight (negative outlook).
Broker Disclosures and Regulatory Information
CGS International and its affiliates operate in multiple jurisdictions including Singapore, Hong Kong, Indonesia, Malaysia, South Korea, and Thailand. The report provides extensive disclosures to comply with local regulations and ensure transparency on proprietary interests, analyst holdings, and investment banking relationships.
No proprietary or analyst interests were reported in Yanlord Land Group Ltd as of the report date. The firm maintains robust information barriers and disclosure standards to manage potential conflicts of interest.
Conclusion: Yanlord Land Group Ltd at a Turning Point
The convergence of technical buy signals and supportive macro policy trends in China positions Yanlord Land Group Ltd as an attractive opportunity for investors seeking exposure to the high-end property sector. With a confirmed bullish reversal, healthy momentum, and expanding volume, the stock is well-placed to benefit from China’s new supply-side reforms and a shifting global risk landscape. Investors are advised to monitor key levels and consult their professional advisers to align with their individual risk profiles and investment goals.
