瑞士信贷的中国房地产研究报告（分析的很好）

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2008-10-7 14:42:00 上传

瑞士信贷的中国房地产研究报告（分析的很好）
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瑞士信贷的中国房地产研究报告

Central government is concerned with operating situation of
enterprises on the back of Rmb appreciation and rising fuel costs.
Also, the continuous fall in property prices raises the potential
problem of negative equity. Thus, we expect the central
government may tend to be less tightening, or easing, for some
sectors. (e.g., the property sector). Any signs of less tightening or
easing on the sector may trigger a strong rebound.
We believe it is very likely that there will be a strong rebound in
sales in September onwards. Since developers have only
achieved an avg. of ~ 30% of their 2008 contracted sales target in
1H08, developers may be forced to cut prices (~3-10%) in 2H08 to
catch up to their sales target and to meet their funding needs.
We believe that most of the China property developers have
already priced in most of the negative factors since current prices
have corrected as much as ~30-75% from their peak since 2Q07.
We think the price correction is especially overdone for Shimao
owing to its weak contracted sales. Furthermore, we continue to
prefer CR Land and COLI owing to their defensive natures.

[此贴子已经被wesker1999于2008-10-7 18:55:44编辑过]

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关键词：中国房地产 瑞士信贷 研究报告 房地产 Appreciation 研究报告 房地产 信贷 瑞士

一般 啊 。太久了