Dropped 16%! The best quality 100 billion developers plummeted, and the market did not believe in refuting rumors

time:2022-12-09 14:12:05source:chakarski.com author:Aerospace stock
Dropped 16%! The best quality 100 billion developers plummeted, and the market did not believe in refuting rumors

On Wednesday afternoon, the stock price of Longfor Real Estate, which was listed on the Hong Kong stock market, plunged 16%, driving the entire real estate sector down. Behind the slump was a rumor circulating in the WeChat group that Longfor's commercial bill had defaulted. However, Longhu quickly refuted the rumor. However, in my impression, this rumor came out last week, and it is a bit baffling that it is only now coming to the market. Longfor has always been listed by me as one of the most financially stable private developers. The other is Vanke. Although Vanke's major shareholder is a state-owned enterprise, its management style is still partial to a private enterprise. One of the three red lines of the two did not step on. Of course, this year, two developers who have not stepped on a red line suddenly announced that they have defaulted on their debts. This indicator is no longer absolutely safe. And Longfor is not only financially stable, but also has a good reputation, at least in Chongqing, where it made its fortune. Against the backdrop of many developers delaying the delivery and unfinished business, the house in Longhu bought by my sister's family was handed over three months ahead of schedule. Therefore, if there is a real financial storm, then there should be early signs on the various buildings. It can be said that if Longfor defaults on its debts, it is estimated that more than 98% of the developers in the market will collapse. It's a pity that the entire real estate market is now full of turmoil and grass and trees, and a little bit of trouble, even rumors, will cause the stock price to plummet. Behind the scenes I believe it was deliberately done by the bears. More importantly, whether it is the capital market or the real property market, everyone has lost confidence in developers. This is not to blame for investors or homebuyers, everything is played by the developers themselves. Those who are unfinished, postponed, and pay the price, are also deserved. In the past two years, we have also seen too many rumors, and it has finally been confirmed that the rumors are far ahead of the prophecy. Just like a certain big and a certain innovation, the rumors have been refuted before. The analysis I gave is that the stock price is often the wind vane, and these big funds are not fools. In the end, both of them were thunderous. As the leader of a private enterprise, XX Garden is also constantly refuting rumors, but the stock price is constantly hitting new lows. This time, will the stock market become the emperor of prophecy? We will wait and see! After all, the style of this company is not much different from that of a big and a certain innovation, and they are all typical examples of aggressive leverage. Many people want to buy real estate. In the first quarter, there were opportunities for high-quality state-owned enterprise leaders. After all, the regulation had just begun to be greatly relaxed at that time, and the monetary policy was also marginally loose, with expectations for improvement. But now, everyone has found that, apart from the first-tier cities, the real estate in major cities has not improved under such relaxed conditions, and sales have continued to decline month-on-month, so the entire market is basically no chance. Such a policy, in 2015, is to directly double the sales and double the house price. This time the ceiling is really reached. What we need to wait for is the clearing of the real estate market. The so-called clearing refers to the bankruptcy of the bankruptcy, the reorganization of the reorganization, and then the bottom-hunting thing is considered. I have repeated this view many times. At least wait until the matter between a large and a certain innovation is completely resolved. It has been procrastinating now, and it is nothing more than prolonging the time for the market to clear.
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