Sam Crispin's bullish reports on Pudong a decade ago made the property analyst a contrarian.
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"The high liquidity and favorable interest-rate environment remain supportive of home-buying demand, " said Colliers International property analyst Chia Siew Chuin.
"Some of these secondary centers will really struggle over the coming years with vacancy, " said Harm Meijer, a property analyst at J.
According to Andrew Penney, a property analyst at J.
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"New World's stock price has jumped 100% in six months primarily because people are now seeing the hidden value that management is unlocking, " says Michael Green, property analyst at Nomura Research Institute.
"While prices will continue to fall on a year-on-year basis, you can see some signs of stabilizing on a sequential basis, " said Kris Li, a property analyst from Shenyin Wanguo Research and Consulting.
"There was a lot of excitement about what this would do to the property market, " said Nigel Lewis, an analyst at property listing website FindaProperty.com.
"The most important thing is that Proton has now moved up the value chain and has collected the intellectual property, " says industry analyst Reza Mutalib of Merrill Lynch in Kuala Lumpur.
Analyst sentiment about Simon Property Group has waned during the last three months.
We have endured the research analyst, mutual fund, and property and casualty insurance bidding scandals.
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But now that Carrefour's core business is under pressure, it may not be able to afford to lose the cushion of owning its own property and thus avoiding rent, says Philippe Suchet, an analyst at Exane BNP Paribas in Paris.
"We are expecting a different degree of price correction in different cities, with major and coastal cities likely to see (bigger declines in prices) this year compared to the inner cities, " said Daiwa Capital Markets analyst Danny Bao, who added that he expects property transaction volume to fall 10% this year.
However, Richard Donnell, an analyst at Savills, points out that the rises in London property prices coincided with bumper years in the City, for the good reason that 40% of those that buy in the prime central London locations work there.
"Construction starts may have been up last year, but I expect that to fall around 10% this year because of the central government's lowered target for public-housing starts and diminished investment from private-property developers, " said Johnson Hu, a CIMB-GK Securities analyst.
The actual exposure to pure property development is smaller than the official numbers suggest, says Arturo de Frias, an analyst at Evolution Securities, because of the way loans are classified.
Broadband analyst Craig Settles urged the government to require open access to networks built on federal property.
Ann Miletti, analyst for Strong Capital Management, says options for stock in Go.com, Disney's Internet property, can keep its executives from defecting to rivals like Etoys.
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