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高盛:内房股推介恒大、雅居乐;予花样年买入评级

高盛 ·  Sep 15, 2010 15:08  · Researches

Goldman Sachs published a research report indicating that in the mainland real estate market last week, the turnover of 10 out of 15 cities increased, while the average sales price fell 3% (down 0.1% from the previous week). The bank believes that the shares recommended for purchase in internal housing stocks include Evergrande Real Estate (03333-HK) (target price 4 yuan), Agile Real Estate (03383-HK) (target price 4 yuan), Poly Hong Kong (00119-HK) (target price 9.4 yuan), Baolong Real Estate (target price: $9.4) and Baolong Real Estate (01238-HK) (target price: $2.6)) and China Resources Land (01109-HK) (target price) 16.22 yuan). According to Goldman Sachs, the shares called for sale include Greentown China (03900-HK) (target price 6.17 yuan), Shanghai Fudi (02337-HK) (target price 1.8 yuan), and Shenzhen Holdings (00604-HK) (target price 1.68 yuan). Goldman Sachs published a research report. The investment ratings and target prices of domestic housing stocks are listed as follows: stock name/investment rating/target price. Agile Real Estate (03383-HK) /purchase/10.1 yuan. Overseas in China (00688-HK) /neutral/14.96 yuan China Resources Land (01109-HK) /buy/16.22 yuan. Country Garden (02007-HK) /neutral/2.22 yuan. Evergrande Real Estate (03333-HK) /purchase/4 yuan. Year of Flowers (01777-HK) /buy/1.93 yuan. Fangxing Real Estate (00817-HK) /neutral/2.07 yuan. Greentown China (03900-HK) /selling/6.17 yuan. Hejing Taifu (01813-HK) /neutral/4.8 yuan Poly Hong Kong (00119-HK) /buy/9.4 yuan. Baolong Real Estate (01238-HK) /buy/2.6 yuan. Shanghai Forte (02337-HK) /selling/1.8 yuan. Shenzhen Holdings (00604-HK) /selling/1.68 yuan. Shimao Real Estate (00813-HK) /Neutral/11.21 yuan. Ruian Real Estate (00272-HK) /Neutral/3.19 yuan. Ocean Real Estate (003377-HK) /neutral/5.49 yuan. SOHO China (00410-HK) /neutral/4.77 yuan

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