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【出版时间及名称】：2009年12月印度地产行业研究报告
【作者】：Anand Rathi Research
【文件格式】：PDF
【页数】：98
【目录或简介】：
India Property Sector
House calls over. Gradual recovery. Overweight
Investment Argument and Valuation............................................................. 3
Valuation .................................................................................................. 4
Risks ........................................................................................................ 6
Liquidity support will sustain ......................................................................... 7
The RBI's nuanced hawkish stance largely directional............................. 7
Equity market revival – Raising cash........................................................ 9
Rising sector credit growth ..................................................................... 10
Nascent revival taking shape...................................................................... 12
Housing demand-supply – Growing shortfall .......................................... 12
Analyzing the top seven metros ............................................................. 14
Slumping commercial property prices..................................................... 21
Learning the lessons – reduced land bank, focus on execution.................. 26
Executing the right way .......................................................................... 26
Focus on affordable homes .................................................................... 28
Company Section ....................................................................................... 31
Unitech................................................................................................... 32
DLF ........................................................................................................ 55
HDIL....................................................................................................... 77
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