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雷达卡
全英文，共82页。目录如下：
Table of Contents
Investment summary 3
Stable growth in national market 4
Margins are stabilizing 7
Sales volume to drive earnings growth 11
Sector profit growth will outpace HSI 13
Operating environment better than 2011 14
Investment strategy 19
Key Risks 25
Stock Profiles 28
Appendix: Peers Valuation 58
Appendix: Property price to annualized
disposable income 61
Appendix: Property market, selected cities 62
Appendix: Developers’ funding activities 66
Appendix: Discount to NAV trend 71
Appendix: PE and PB charts 74
China Property Sector 2012-1119.pdf
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