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1、FIGabcRealEstateGlobalResearchChinaandHong4Over120institutionalinvestorsand38KongRealEstatepropertycompaniesattendedourtwo-dayevent,GreaterChinaPropertyDayHighlightsfromHSBCGreaterChinaPropertyDay4HKpropertydevelopershaveafavourableoutlookwithpositivefundamentalfactorsstillintact4Chinapropertyd
2、evelopers,ingeneral,maintainthattheoutlookisstableamidrecentnoiseonpolicytighteningHKdevelopershaveafavourableoutlookduetotightersupplyintheresidentialmarketinthenext2-3yearsandabundantliquidity.Overall,developersareexpectingsome10-15%riseinprices,withCentalinebeingmostbullishandexpectingsome20
3、%rise.Thebiggestdebateiswhetherluxuryorthemassresidentialmarketwilloutperformin2010,andmixedviewswerecited.Amongpropertydevelopers,CheungKongislikelytohaveoneofthemostintensiveprojectlaunchpipelinesin2010.Chinadevelopershaveastableoutlookanddonotanticipatemorerealestate-relatedtighteningmeasure
4、swillbeannounced.Developersthinkmoretighteningmeasureswill29January2010comefrommonetarypolicy,e.g.RRRandinterestratehikes.LouisaFok*Thatsaid,thereisabeliefthatpricesinBeijingandShanghaiAnalystwillbecloselymonitoredbythegovernment,andmaystayTheHongkongandShanghaiBankingCorporationLimited+8522996
5、6629louisawmfok@hsbc.com.hkflatatbestthisyear.Developers,ingeneral,thinksecond-andthird-tiercitiesmayofferrelativelygreaterpriceupsideAlvinWong*AnalystthanBeijingandShanghai.Vanke(000002CH,NotRated),TheHongkongandShanghaiBankingCorporationLimitedChina’slargestdeveloper,citedoverallnewhometransa
6、ction+85229966621alvincmwong@hsbc.com.hkvolumeaslikelytostayflaty-o-y,atbest,andhighlightedtheMichelleKwok*potentialriskofariseinpre-salessupplyin2H10.AnalystTheHongkongandShanghaiBankingCorporationLimitedAttractivevaluations,timetobuyqualityplays.COLI+85229966918michellekwok@hsbc.com.hkcontinu
7、estobeourtoppickamongbigcapsinChina.IntheViewHSBCGlobalResearchat:http://www.research.hsbc.commid-/small-capuniverse,welikeAgile,Franshion,Soho*Employedbyanon-USaffiliateofHSBCSecurities(USA)Inc,ChinaandKWG.InHongKong,ourpicksareC
