this article talks about whether the real estate market in china has improved or not. the government in china has made some new rules to help people buy houses. because of these new rules, more houses have been sold in china during june. the article says that the real estate market in china might be getting better, and it gives some reasons why people think it might be getting better. Read from source...

The article by Bamboo Works seems to be filled with biases, irrational arguments and inconsistencies. It appears to be emotionally driven, presenting a one-sided view of China's real estate market. For instance, the author appears to have an optimistic view of the policies, stating that they are moving in the right direction to support the real estate market, without providing any evidence to support this claim.

Moreover, the author seems to have an irrational attachment to certain state-owned developers, suggesting that they are the best candidates for re-rating, despite providing no evidence to support this claim. The article also fails to consider the long-term impact of China's real estate market policies on the economy and society, focusing solely on short-term improvements.

Additionally, the article seems to have a selective memory, mentioning significant improvement in the real estate market in June, while ignoring the fact that it was still down 14.3% year-on-year. This selective memory and lack of critical analysis are concerning, as they suggest that the author is not presenting a balanced or objective view of China's real estate market.

Overall, this article suffers from several critical flaws, including biases, irrational arguments, inconsistencies, and a lack of critical analysis. As a result, it cannot be considered a reliable or objective source of information on China's real estate market.

The sentiment of the article can be considered as 'Bullish'. It discusses the improvement in China's real estate market due to the government's supportive policies, and provides optimism for further growth in the future.

1. China Overseas Land & Investment (0688. HK) - Potential upside of 57%, backed by strong fundamentals.
2. China Resources Land (1109. HK) - Potential upside of 42%.
3. Poly Real Estate (600048. SH) - No specific upside potential mentioned.
4. Yuexiu Property (0123. HK) - Potential upside of 40%.
5. Greentown China (3900. HK) - Potential upside of 72%.

Risks:
1. Uncertainty in market recovery and potential timing disagreement.
2. Negative impact from external factors, such as global economic changes.
3. Potential developer stock market fluctuations.

Overall, the market appears to be moving in a positive direction due to government policies and stabilizing market fundamentals. These recommendations should be considered in conjunction with one's overall portfolio and risk tolerance.