高盛高华-房地产:调控升级但增长前景完好;上调世茂和金地评级至买入

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发布报告的机构名称：高盛高华证券
报告发布时间：2013-04-11
报告页数：43页。
报告的文件格式：PDF
报告大小：2.59M
报告目录：
Executive summary 2
Contract sales growth guidance driven by volume more than price 6
Keeping balance sheet healthy key to weathering policy uncertainty 8
Impact of new tightening measures unlikely to be a repeat of 2H11 12
Greentown (3900.HK, CL-Buy): Improving growth outlook, raise TP 19
Shimao (0813.HK): Rising efficiency to drive growth, up to Buy 21
Gemdale (600383.SS): Robust 2013 presales outlook; up to Buy 23
Risesun (002146.SZ): Rising financial expenses a concern; to Sell 25
CMP (B) (200024.SZ): Initiate with Neutral on fair valuation 27
BCD (600376.SS): Lower NAV on margin deterioration; to Neutral 29
Poly Property (0119.HK): Weak balance sheet; down to Neutral 32
SMC (600823.SS): Execution improves, albeit slowly; up to Neutral 35
CRL (1109.HK, Buy): NAV accretion to accelerate; raise TP 38
Zhongnan (000961.SZ, Buy): Cut TP on slower land bank expansion 40
Disclosure Appendix 42

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关键词：高盛高华 房地产 uncertainty tightening Disclosure efficiency guidance measures outlook balance