Can you give any prediction or comment about Canada Economy after Jan 20th 2025? Will Canada undergo recession once the 25% tariff effective? Will Canada's currency will depreciate more (i.e. interest rate cut deeply) and benefit property investment (or REITs)? Thanks.
If they dont cancel the perpeutal debts. They have to reset at current 20%+ which is not great. They wont be able to continue on the old rates at call day. So they do need to find the money to pay the principal or buy at open markets. The other main reason the bonds are such high risk is because of the current drama to renew banks loans which is new worlds biggest portions of debts. Which some banks are unwillinging to. So if cash are needed to pay off banks loans during renewal. The bonds will have much higher chance to default. No point just looking at the bonds maturity table and say its safe. Need to look at the whole debt problems and cashflow
you are absolutely right, the speaker didn't consider the reset of yield for perpetual bond, perpetual bond is super high risk and shall not recommended to small investor
謝謝你，增加了很多市場資訊
好鍾意呢一集, 好專業professional嘅分析, 可唔可以以後拍多啲呢啲專業案例分析👍👍👍👍👍👍👍👍
支持，有理有據❤
利大本無歸，當年恒大派發高股息予股東後，接着發行高息債券，接着破產及債務違約，即是用投資者的錢去貼股東。
你收唔到本金？
債價跌到咁，係反映左好多野，唔好睇得咁片面
德兄老師 ： 分析得非常全面👍👍👍腦袋很充實😃😃😃請繼續給我們營業🌷🌷
雖然我冇資格買佢嘅債，但Case study絕對係有教學價值，德兄多謝你的分享，加油👏🏼
感謝德兄的分析。
好，多謝Kam sir呢個case study
多謝德兄，對，如果短債違約，永續債亦會被嚴重拖累😢
德兄讲的冇错，成球也最低入场费不是很多人可以买到，但我觉得这些个案类，个别公司case 的分析应该到债卷知识中很有用，而且冇斋讲债卷这么沉闷，希望以后多分析相同的公司债卷类的视频，作为教学用途
In-depth analysis!
多謝皇叔延續分析👍🏼
多謝德兄里集分析👍👍👍👍👍👍👍👍👍👍👍👍
支持德兄
非常精彩❤
多謝大師分析😊😊加油
非常簡單易明，正
我個人覺得計啲數計得都幾盡，計到咁盡都先得幾億淨現金流，仲有幾個前設係前面，特別第一個都幾大不確定性，單deal唔太抵玩🤨不過支持你咁認真分析👍
Many thanks! We can learn a lot not found elsewhere 🙏
多謝德兄
Very good case study, thx.
感謝😊
謝謝德分析🙏🏻🙏🏻
Thanks for sharing 皇叔！🙏
多謝分析🎉🎉
多謝分析
多謝皇叔評述
🎉🎉出色
good analysis
好清楚的分廿
Thx
Thx 4 sharing
Case studies always good
已like
多謝分享🙏想知德兄會唔會買呢？
正啊
Thank you
正！想聽多些平民都可以買到的 😂
我只想知道你樓主有冇買新世界的短/長期債先？？？
呢集幾有趣，但德兄買恒大債記憶尤新😂真係無謂搏
黑天鵝，讀書教呢啲叫unknown unknown, 所以無得怪人 哈哈
入場門檻低，其實可以博
但係成舊嘢就不了😂
佢破產對銀行對香港都有影響
我諗政府都會出手幫佢
希望可以講解下D 數據點攞返來~
我覺得好有趣味喎（不過冇錢買）
風險極大，只係一個研究案例
唔適合一般小散戶投資
Can you give any prediction or comment about Canada Economy after Jan 20th 2025? Will Canada undergo recession once the 25% tariff effective? Will Canada's currency will depreciate more (i.e. interest rate cut deeply) and benefit property investment (or REITs)? Thanks.
其實有冇機會比其他國內地產商收購，如果有咁佢啲債通常會點發展呢？謝謝德兄😊
想知*2
👍👍
If they dont cancel the perpeutal debts. They have to reset at current 20%+ which is not great. They wont be able to continue on the old rates at call day. So they do need to find the money to pay the principal or buy at open markets. The other main reason the bonds are such high risk is because of the current drama to renew banks loans which is new worlds biggest portions of debts. Which some banks are unwillinging to. So if cash are needed to pay off banks loans during renewal. The bonds will have much higher chance to default. No point just looking at the bonds maturity table and say its safe. Need to look at the whole debt problems and cashflow
you are absolutely right, the speaker didn't consider the reset of yield for perpetual bond, perpetual bond is super high risk and shall not recommended to small investor
我地從冇推介新世界任何債券
片入面講得好清楚
請唔好斷章取義
great
👍
❤
Will You invest in this ?
just case study 😉
其實我都覺得新世界吾會死。但買債一野要甘多金又好似高風險左d.股票又駁吾駁得過呢😂
唔好做，好有可能會供股，你揸正股又比人割一刀
👍👍👍👍👍👍👍👍👍👍👍👍
叫周大福溶資救新世界羅，睇吓周大福啲股東肯5肯？佢嘅债巳經係垃圾债卷啦，寧願買波音债仲隱陣過新世界。😅
2025假設整個地產市場再度急劇惡化😂 又點睇
都有呢個可能性，所以多次講明呢個只係案例分享 Case Study 🙂
2年後可以再睇吓咩情況
33買了恆大債。渣都無。。新世界應安全過恆大吧
呢條片分析好實在，平時唔睇財報的人都未必有心機分析。請問債券價格那個網站是什麼
多謝支持
bondsupermart
www.bondsupermart.com/bsm/general-search/new-world
已按樓all in, 佢死我死
😳 咁激
破斧沈舟👍🏻
🎉🎉🎉🎉
^^❤
賣k11可以頂多1年不然應該2027爆炸
全部負面
仲叫人買，破產
下，邊個位叫人買呀
咁都有得屈？
多謝德兄用心分析
多謝德兄
多謝分析
多謝分析