高盛：2012年3月中国地产行业研究报告（免费）

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Table of contents
Our base, bull and bear case analysis drives our top picks -Evergrande, Longfor and CRL 2
Our base, bull and bear-case assumptions 6
Summary of our base-case NAV, TP and earnings changes 9
We are increasingly confident that the volume recovery is sustainable 10
Improvement in sell-through rate; raising price forecasts for 2013 11
Valuation: Upgrading TPs on improving fundamental outlook 13
Long-term: Improved affordability needed to sustain up-cycle 20
Appendix 27
Disclosure Appendix 30
The prices in the body of this report are based on the market close of March 5, 2012 unless stated otherwise.
The author would like to thank Olivia Xiao for her contribution to this report.

2012-03-08_北京高华_守得云开见日出：风险回报趋于上行；上调目标价格摘要.pdf (1.39 MB)

2012-3-8 17:02:16 上传

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