CLSA just issued a report on their bearish view on property sector, report cannot be attached as too big. Expect downturn to last for more than 2 years. Some of their recommendations:
Top BUYs: LINK Reit, A-Reit, J-Reits, Wharf, Capitaland, NTT Urban, Ciputra Dev,New World China Land
Top SELLs:Hongkong Land, Midland, SP Setia, Chinese Estates, Coli, New WorldDev, K-Reit, Allgreen, CCT, Suntec Reit, Amata
原帖由 c-wong 於 09-1-9 16:45 發表
CLSA just issued a report on their bearish view on property sector, report cannot be attached as too big. Expect downturn to last for more than 2 years. Some of their recommendations: