Download - 春风化雨待何时 —— 房地产行业 2008 年中期投资策略
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1,2314
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30% 0809
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1.1 154025%536%
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1.2 20071570
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1.3 2008-2009
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12314
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2.1 VS
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2.1 40%
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2.1 1990-20031997-2006
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2.1 30%
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2.1 1964-19931960-1976
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2.2
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2.2.1 GDP
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2.2.1 1998-2007
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2.2.1 1997-2006
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2.2.1 1990-20071990-2006
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2.2.2 2002-20072002-2007
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2.2.3 2007200710-1281030%
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2.3 30%
, ,
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2.3
10-128-10
10%-30%,
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13142
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3.1 2008 0708082008
0%5%10%15%-30%-25%-6%14%32%-20%-19%3%24%45%-10%-12%11%35%57%0%-6%20%45%69%
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3.1 2009092009
-10%-5%0%5%0%-51%-32%-13%6%10%-48%-27%-7%13%20%-45%-23%-1%21%30%-42%-18%5%28%40%-38%-13%12%36%
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3.2.1 2008 1102202009 15210
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3.2.2 RNAV1085%0910%20105%2080095%20105%30809020105%4085%09020105%50810%095%20105%
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3.2.3 110220 ()
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3.2.3 ()110220 ()
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11423
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4.3
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4.1
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4.2 5-1510-20PEPE
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4.2 A08090707122608717
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4.2 2008718
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4.3 09
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4.3
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4.3
718EPS()PE()200720082009200720082009A8.630.440.761.102011814.400.611.181.89241288.340.400.670.962112915.040.670.961.4722161011.530.440.811.182614108.510.310.751.53281168.560.650.690.961312917.290.881.241.9120149A8.500.510.690.96171299.680.680.901.24141186.710.450.530.8415138
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12/19/2007*12/19/2007*