21.
蜕变中嘅懒人 |
2014-06-05 11:09 |
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TO 19樓查詢者兄 恭喜升職加薪同埋揾啱條路,兄台仲有時間,請繼續欣賞湯博士嘅文章,同埋3位高人:亮劍兄、法子兄、PP兄嘅回應,排名不分先後,包有著數,懶人其實已經著數咗先,唔好意思。
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22.
起碼叻同一般淡淡 |
2014-06-05 11:19 |
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今次花旗銀行好嘢,但我並不是說她對香港樓市睇法轉軚好嘢,而是以今日的我打倒昨日的我姿態,逐點駁斥昔日她自己睇淡香港樓市的言論而值得我為花旗鼓掌,我更加認為,能以今日的我打倒昨日的我才是勇者所為。
這真的很困難,你看看引刀一快這些淡淡,還是死牛一邊頸。
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知恥更乎勇----博士講過
我尼D尖兵跟著D醒人都開心D
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Few observations: 1. Are you sure that the reports were written by the same person? or we are talking about "現任的[我]打倒上任的[我]" 2. The conclusion of the report seem pointing to recommending few HK property stocks. To me HK property PX = sum(value of land bank; brand value; value of inventory/shopping malls etc). But I am -ve on 1st and 3rd point.
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25.
回 17樓叻仔 |
2014-06-05 11:50 |
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26.
Same as 17F |
2014-06-05 11:55 |
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Same as 17/F, just bought my first flat two months ago. Just got my key yesterday. Rented a flat for one year and realize that housing price hasn't dropped much. Articles from Dr. and comments here are very insightful. Thanks very much. Like 17/F said, 真係相逢恨晚!
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噢!懶人兄和雲低兄太抬攑。
其實我只是一個怪論多多和詞不達意的人。
如果講「無私」,我覺得亮劍就真係「無私」。我很欣賞他的老實。
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To PN , It does not matter who write the report coz they are only little soldiers.
The most important pt is they represent flower flag bank .
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大C 又出文章話自由行減少,舖位租金及價值一定跌,又話抵D鋪位業主死,因為過往幾年大幅加租,搞到小商鋪冇得做。幾實大C用這幸災樂禍評論樓市好大問題,根本就係唔抵得業主們過往幾年身家大幅升值,眼紅到出唒面!由09年唱淡唱足五年,冇一次中,此人心胸狹窄,出佢一成,雙目失明。至惨身邊真係有朋友信佢賣左自住物業,搞到人地生活質素下降……仲要面對租金上升壓力,害人不淺!
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31.
自我陶醉 |
2014-06-05 12:25 |
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To 24/F PN
你真眼利, 花旗呢段嘢係要同摩通合唱, 摩通剛調升地產股評級, 並建議從收租股換到地產股。
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If property market not good , property stock price will good ? Stock price is forward looking .
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33.
Leung |
2014-06-05 13:03 |
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One needs courage to admit it's failure in order to change it's market view. It is not easy to do. And one need this charteristic in order to be a succesful investor.
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Stock market is suppose to be forward looking. But if the market have already discounted all the bad news, then its a good buy (but I am not sure).
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Property stocks moved one month ago . If u are now buying stock due to high discount . I suggest u not to buy. If u a confidence on property market in hk . Then u can buy now . Remember . Those property developers care about the stable hk property market , so that the market will not move out of Their downward expectation ,
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Property stocks moved one month ago . If u are now buying stock due to high discount . I suggest u not to buy. If u a confidence on property market in hk . Then u can buy now . Remember . Those property developers care about the stable hk property market , so that the market will not move out of Their downward expectation ,
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If no one buy property, will the property developer dividend and profit ? Back to basic , how to calculate the stock value? That is the addition of the future dividend and growth discounted in present value .
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在呢半年內才首置的人仕,可否告之小弟,係甚麼理由,令你們下定決心,誓死上車脫離租客行列?
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大家要小心,check 真先好買
日本高租金回報 (表面) 好似好高,但日本租賃住宅空置率奇高,租得出就高 yields。但因為空置高,租不出的機會好高 日本租賃住宅空置率 (2013-10) 東京都 13.8% 神奈川 16.1% 北海道 20.8% 青森縣 26.1% 群馬縣 25.0% 千葉縣 20.5% 椅玉縣 18.4% 山形縣 21% 大板府 19.9% 京都府 17.5% 主要地區住宅空置介乎 15 - 20%。投資者要小心陷阱,這是日本樓價長睡不起的原因
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40.
2個月前上左車 |
2014-06-05 14:15 |
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to 25th, 26th floor
Thanks! Also congratulations to 26th floor!
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