[外行报告] 【巴克莱资本】中国房地产分析20页 14 June 2012 [推广有奖]

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honking(未真实交易用户) 发表于 2012-7-31 12:36:44

看看

152楼

空之南(真实交易用户) 发表于 2012-7-31 21:53:11

看看哈

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zhuji(未真实交易用户) 发表于 2012-8-3 10:44:42

不错看看

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gyren(未真实交易用户) 发表于 2012-8-3 10:51:08

唉！为嘛一定要回复才能看附件哦。

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rain_frost(真实交易用户) 发表于 2012-8-3 13:39:23

房地产市场分析加精

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gecong123(未真实交易用户) 发表于 2012-8-3 14:38:53

Without a return to property price appreciation via a significant policy reversal by the central government, developers’ over-investment in the inflationary boom period has left them facing sub-cost of capital returns due to falling development margins, low asset turns and highly leveraged balance sheets. To improve their return on capital - and the multiples on which their shares are valued – developers need to change their business models in our view. We believe this will not be easy in the near term.