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Since 苏 州 工 业 园 ， Ants group,, we have to admit " failures " ,,Entropy72 ( Date: 24-Nov-2024 12:22) Posted:
Would hold at current levels and enjoy the 8% yields.
Chinese govt measures will revive consumer confidence and address property glut over next year. We really cannot tell when prices bottom as Chinese govt can announce new data and measures suddenly.
If sell now and prices shoot up, it will be sayang. If it does drop further to 65 level, scoop more.
Shenzhun01 ( Date: 24-Nov-2024 11:55) Posted:
| Current pricing won?t hold with such bad news. May expect another 10-20% price adjustment? |
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Would hold at current levels and enjoy the 8% yields.
Chinese govt measures will revive consumer confidence and address property glut over next year. We really cannot tell when prices bottom as Chinese govt can announce new data and measures suddenly.
If sell now and prices shoot up, it will be sayang. If it does drop further to 65 level, scoop more.
Shenzhun01 ( Date: 24-Nov-2024 11:55) Posted:
| Current pricing won?t hold with such bad news. May expect another 10-20% price adjustment? |
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Current pricing won?t hold with such bad news. May expect another 10-20% price adjustment?
I would hold. Else you will be selling near bottom.
stonkmaster ( Date: 23-Nov-2024 09:47) Posted:
Anyone can advise what to do with this stock? I bought at 90cents all the way down to 69 cents thought recover last month but now it going down again. Don?t know should hold or just give up china stocks.
BinderyT ( Date: 22-Nov-2024 21:37) Posted:
| I' m in Shanghai now. Yes, slow down is very visible. People are generally very unhappy with the economy. |
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There will be a bottom. Unless you believe in China economic collapse. In which case, almost all stocks are doomed due to either direct or indirect downstream effects. My view is we are close to bottom.
Since 苏 州 工 业 园 ， we have to admit " failures " ,,stonkmaster ( Date: 23-Nov-2024 09:47) Posted:
Anyone can advise what to do with this stock? I bought at 90cents all the way down to 69 cents thought recover last month but now it going down again. Don?t know should hold or just give up china stocks.
BinderyT ( Date: 22-Nov-2024 21:37) Posted:
| I' m in Shanghai now. Yes, slow down is very visible. People are generally very unhappy with the economy. |
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Anyone can advise what to do with this stock? I bought at 90cents all the way down to 69 cents thought recover last month but now it going down again. Don?t know should hold or just give up china stocks.
BinderyT ( Date: 22-Nov-2024 21:37) Posted:
I' m in Shanghai now. Yes, slow down is very visible. People are generally very unhappy with the economy.
Secret_Squirrel ( Date: 22-Nov-2024 18:20) Posted:
Now then think of divesting. lol
I think it is already too late.
Even people in Shanghai (a rich city) are cutting down on spending |
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I' m in Shanghai now. Yes, slow down is very visible. People are generally very unhappy with the economy.
Secret_Squirrel ( Date: 22-Nov-2024 18:20) Posted:
Now then think of divesting. lol
I think it is already too late.
Even people in Shanghai (a rich city) are cutting down on spending.
Shenzhun01 ( Date: 22-Nov-2024 17:51) Posted:
CapitaLand warns of China losses as it cuts exposure
CapitaLand Investment, one of Asia&rsquo s largest property investment managers, warned of potential losses as it seeks to extricate itself from China&rsquo s real estate crisis.
The Singapore-based firm wants to reduce its exposure in the world&rsquo s second-largest economy to 10%-20% of its expected $200 billion in funds under management by 2028, it said in an investor day presentation on Nov 22.
In doing so, the company may incur &ldquo potential fair value or divestment losses&rdquo that impact near-medium term non-operating earnings, it said. Its current exposure to China is 27% of its $113 billion in funds.
https://www.theedgesingapore.com/news/china-focus/capitaland-warns-china-losses-it-cuts-exposure
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Now then think of divesting. lol
I think it is already too late.
Even people in Shanghai (a rich city) are cutting down on spending.
Shenzhun01 ( Date: 22-Nov-2024 17:51) Posted:
CapitaLand warns of China losses as it cuts exposure
CapitaLand Investment, one of Asia&rsquo s largest property investment managers, warned of potential losses as it seeks to extricate itself from China&rsquo s real estate crisis.
The Singapore-based firm wants to reduce its exposure in the world&rsquo s second-largest economy to 10%-20% of its expected $200 billion in funds under management by 2028, it said in an investor day presentation on Nov 22.
In doing so, the company may incur &ldquo potential fair value or divestment losses&rdquo that impact near-medium term non-operating earnings, it said. Its current exposure to China is 27% of its $113 billion in funds.
https://www.theedgesingapore.com/news/china-focus/capitaland-warns-china-losses-it-cuts-exposure
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CapitaLand warns of China losses as it cuts exposure
CapitaLand Investment, one of Asia&rsquo s largest property investment managers, warned of potential losses as it seeks to extricate itself from China&rsquo s real estate crisis.
The Singapore-based firm wants to reduce its exposure in the world&rsquo s second-largest economy to 10%-20% of its expected $200 billion in funds under management by 2028, it said in an investor day presentation on Nov 22.
In doing so, the company may incur &ldquo potential fair value or divestment losses&rdquo that impact near-medium term non-operating earnings, it said. Its current exposure to China is 27% of its $113 billion in funds.
https://www.theedgesingapore.com/news/china-focus/capitaland-warns-china-losses-it-cuts-exposure
After two rate cuts totalling 0.75%, the share price is back to where it was.
Like I said - Zero impact. All those positives you mentioned are 3rd or 4th order effects and there are plenty of other factors at these indirect levels. Perhaps you should stop going around every forum and telling people that " share price goes up because rate cut" .
Mark001 ( Date: 30-Oct-2024 12:47) Posted:
ZERO?
This is an example of too simple thinking.
The market will teach you a lesson, not me.
BinderyT ( Date: 30-Oct-2024 11:39) Posted:
| Zero. First, 87% of its debt is fixed rate. Second, those it can refinance, it will be based on LPR, nothing to do with Fed rates. Like the coming $400m/2.9% bond. Actually, it has a problem. Almost 50% of its debt is SGD Fixed. Which means as PBOC lowers rates, CNY will weaken, having negative repercussions to its SGD denominated loans and DPU. Hopefully, China' s economic recovery will outpace these issues |
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Awaiting the big move.
" China gears up for a big week as markets await U.S. elections and stimulus details"
https://www.cnbc.com/2024/11/04/china-gears-up-for-big-week-ahead-of-us-elections-stimulus-hopes.html
You' re a seasoned investor. Thumbs up !
Lots to learn from you. :)
BinderyT ( Date: 01-Nov-2024 11:23) Posted:
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Yes, some of my stocks I have held since 2001. I' m very bullish about China. Not just growing size of economy but also the fact that it has already overtaken America as technology leader.
https://www.aspistrategist.org.au/critical-technology-tracker-two-decade-data-shows-rewards-of-long-term-research-investment/Delvyss ( Date: 01-Nov-2024 10:53) Posted:
Based on mention of your DBS holdings, I believe you have a long term view.
China' s long-term vision is on course.
https://www.globaltimes.cn/page/202403/1309857.shtml
BinderyT ( Date: 01-Nov-2024 10:35) Posted:
| I have a lot of $ riding on the China/HK market. Hope they get serious about the fiscal stimulus |
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Based on mention of your DBS holdings, I believe you have a long term view.
China' s long-term vision is on course.
https://www.globaltimes.cn/page/202403/1309857.shtmlBinderyT ( Date: 01-Nov-2024 10:35) Posted:
I have a lot of $ riding on the China/HK market. Hope they get serious about the fiscal stimulus.
Delvyss ( Date: 01-Nov-2024 09:35) Posted:
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I have a lot of $ riding on the China/HK market. Hope they get serious about the fiscal stimulus.
Delvyss ( Date: 01-Nov-2024 09:35) Posted:
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Thanks, agree on 2 and 3. Not sure about refinancing though. Unlikely (but not impossible) to get cheaper loans as China is slashing faster. 2.9% is damn good already. So you adding?
Mark001 ( Date: 30-Oct-2024 14:25) Posted:
Sure,
1. Being able to refinance is a good pt.
2. Stimulating the growth sentiment of Market is another.
3. Continuing to cut rates will weaken the US $ and strengthen CN $, which is particularly important for CLCT.
?,
BinderyT ( Date: 30-Oct-2024 12:54) Posted:
| Would you like to explain to us how the Fed cutting rates will impact CLCT' s business? |
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Sure,
1. Being able to refinance is a good pt.
2. Stimulating the growth sentiment of Market is another.
3. Continuing to cut rates will weaken the US $ and strengthen CN $, which is particularly important for CLCT.
?,
BinderyT ( Date: 30-Oct-2024 12:54) Posted:
Would you like to explain to us how the Fed cutting rates will impact CLCT' s business?
Mark001 ( Date: 30-Oct-2024 12:47) Posted:
ZERO?
This is an example of too simple thinking.
The market will teach you a lesson, not me |
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