【出版时间及名称】:20090907 Macquarie 中国地产行业深度分析报告
【作者】:Macquarie
【文件格式】:pdf
【页数】:100 pages
【目录或简介】:Inside
Entering mid cycle, not end of cycle 2
Re-positioning and our revisions 6
4Q09 and 2010 demand/supply
dynamics 10
2009 revamp and 2010 prices
outlook 17
X-Ray Screening 20
Stage of normalisation but
not tightening 25
2010 property business strategy 30
Policy housing impact limited
in short term 34
Channel checks 38
Commercial property sector 41
Risk 45
Companies 48
Appendices 98