The figure is expected to increase to 73,600 by FY2016, with the estimates including DBSS, HDB and Executive Condominium (EC) completions.
This figure是指新建成。就是说2016年新建成73600,这里面可能包括2015年50000个enter the market的(假设建的很快一年就建好)?并且新建成的73600很多都卖出去了吧。hdb什么的至少70%都已经卖出去了。当然有部分换房子的,但是不管怎样数据没那么可怕。
“Assuming a six million population target by 2020 from the latest population white paper, we forecast average population growth at approximately 86,000 individuals per annum from 2014 to 2020,” said OCBC.
这个没设么吐槽的。
“Assuming a conservative three persons per household, this translates to an incremental demand of approximately 29,000 physical homes per year, which points to a fairly clear physical oversupply situation ahead.”
ok。没什么吐槽的。
But OCBC cautioned the level of unsold pipeline held by developers currently stands at 36,000 units. This is significantly lower compared to the historical 10-year average of 41,000 units.
ocbc说unsold的pipeline偏低了。
“While developers are likely to ease prices ahead to move inventory, we do not foresee a fire-sale situation – similarly because of the strong balance sheets for large developers,” said OCBC.