Goldman Sachs_Real Estate_201002

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    1、标题格式：201001，高盛中国地产开发商研究报告
    2、内容格式：
      【出版时间及名称】：201002
      【作者】：高盛高华
      【文件格式】：PDF
      【页数】：42
      【目录或简介】：

Table of contents
Navigating the tightening cycle; introducing our bear-case valuation 2
Widening our target price discounts to our base-case 2010E NAV 5
We see our bear-case valuation as offering attractive entry levels 8
Balance sheet stress testing in our bear- and worst-case scenarios 16
Market concern on oversupply in 2010 is overdone, in our view 18
Yanlord: Upgrade to Buy on risk/reward after share price correction 25
Fantasia: To Conv. list on scale expansion and appealing valuation 27
SZI: Downgrade to Conv. Sell on market pressure Shenzhen 29
Greentown China: Downgrade to Sell on lower high-end volume 31
Franshion Properties: Fewer headwinds for commercial property 33
Shimao: Removing from our Conviction list, but still Buy 36
Appendix: Earnings, margins, gearing sensitivity analysis 39
Disclosures 41

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