Claiming top honors for a fourth year running is the Citi squad helmed by Hong Kong–based Kam Keung (Oscar) Choi — “one of the most experienced analysts covering the property sector,” proclaims one buy-side supporter. “He went through several cycles and understands the dynamics of stock performance under different cyclical environments.” The 12-person troupe — with analysts stationed in Bangkok, Hong Kong, Kuala Lumpur, Manila, Mumbai, Singapore and Seoul — is bullish on China’s property sector. “It has a bright growth outlook, and sales growth momentum is still decent,” the 35-year-old believes. The researchers anticipate a 10 percent compound annual growth rate through 2015, with “listed names outperforming by about 20 to 30 percent.” Preferred stocks among the 80 the group covers include China Resources Land, Sino-Ocean Land Holdings and Sunac China Holdings. — Leslie Kramer |
Industries – Property: First
