2009年12月泰国地产行业研究报告

相似文件 换一批

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

【出版时间及名称】：2009年12月泰国地产行业研究报告
        【作者】：BNP百富勤
        【文件格式】：PDF
        【页数】：40
        【目录或简介】：

Contents
1) Big picture for Thai property ..................................................................................................................................................... 3
7-10% industry growth expected in 2010-12E..................................................................................................................... 3
Lack of price appreciation factors....................................................................................................................................... 4
Condominiums will continue to outperform......................................................................................................................... 4
Leading developers will grow at above the average............................................................................................................ 5
2) Product strategies converging.................................................................................................................................................. 6
Core focus stays but not enough for above-average growth............................................................................................... 6
What are the medium-term product strategies? .................................................................................................................. 6
Growth profile ranking ........................................................................................................................................................ 8
3) Stock picks – focus on return to shareholders, not just growth........................................................................................... 10
PS and LPN provide the best returns............................................................................................................................... 10
PS: Strong growth and high returns ................................................................................................................................. 12
LPN: High returns, consistent growth, high yield............................................................................................................... 14
AP: Not so high returns but responds quickly to where the demand is ............................................................................. 15
QH: Just a HOLD ............................................................................................................................................................. 16
LH: Valuation gap should be closed................................................................................................................................. 17
4) PS and QH have clear short-term catalysts ............................................................................................................................ 18
Decent macro picture but tax incentive expiry will cap 2010 earnings growth................................................................... 18
QH and PS see clear short-term catalysts ........................................................................................................................ 19
5) Company updates .................................................................................................................................................................... 24

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏0 回帖

关键词：行业研究报告 研究报告 行业研究 地产行业 Shareholders 研究报告 地产 行业 泰国

鄙视