[高盛/高华]20101021 2011 outlook Volume names to outperform

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20101021 2011 outlook Volume names to outperform; Buy Evergrande, Vanke




We just published our 2011 outlook piece for China property sector.We have below rating changes:
Upgrade Country Garden (2007.HK) and Sino-Ocean (3377.HK) to Buy; Forte(2337.HK) to Neutral
Remove SZI (604.HK) from our Conviction Sell List but maintain our Sellrating on the stock
Downgrade Powerlong (1238.HK) to Neutral

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关键词：Outperform Perform Outlook outloo volume 高盛 Outlook volume 高华 Names

Overview: Still a difficult path ahead; volume names to outperform 2
Fine tune our forecasts; rollover NAV-based TPs to end-2011E 6
Price to decline on accelerating inventory builds up 8
Our top picks: Buy Evergrande and Vanke (A); Sell IFM 13
Appendix I: Quantitative analysis to derive our scorecard 22
Appendix II: HPR, breakdown, land acquisition analysis, and development activities 24