tag:blogger.com,1999:blog-7177962749989925788.post6097550872397355817..comments2023-10-29T17:24:02.681+08:00Comments on YOU'LL NEVER WALK ALONE: 中國風險: 銀行信託融資產品You'll Never Walk Alonehttp://www.blogger.com/profile/08272358683483397165noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-7177962749989925788.post-7184336739680102262011-10-03T10:43:40.170+08:002011-10-03T10:43:40.170+08:00Blog友黃師傅早前發了這篇留言,但不知為何未能顯示,現轉貼如下;這些高利貸應是以off balan...Blog友黃師傅早前發了這篇留言,但不知為何未能顯示,現轉貼如下;這些高利貸應是以off balance sheet形式表現在內銀的帳目中,對投資者而言是更難掌握:<br /><br />===========================民間高利貸資金鏈爆大鑊後的後果,非同小可。今天看資本一周有人居然按左自己層樓將錢借比高利貸。萬一更多的民企老闆走佬,資金收不回。受傷的不只是民間借了錢出去的人,現時國企也玩埋一份。連國企也會奶野。9月四大行存款大減的背後,和民間高利貸或有關係,要密切留意事態發展。<br /><br /><br />相對來說,地方債遠遠小兒科好多,暫時也有充份的現金流覆蓋,而且看來不似是產生大量壞帳的根源。You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-2641224089615340962011-09-30T22:24:26.182+08:002011-09-30T22:24:26.182+08:00民間高利貸資金鏈爆大鑊後的後果,非同小可。今天看資本一周有人居然按左自己層樓將錢借比高利貸。萬一更多...民間高利貸資金鏈爆大鑊後的後果,非同小可。今天看資本一周有人居然按左自己層樓將錢借比高利貸。萬一更多的民企老闆走佬,資金收不回。受傷的不只是民間借了錢出去的人,現時國企也玩埋一份。連國企也會奶野。9月四大行存款大減的背後,和民間高利貸或有關係,要密切留意事態發展。<br /><br /><br />相對來說,地方債遠遠小兒科好多,暫時也有充份的現金流覆蓋,而且看來不似是產生大量壞帳的根源。黃師傅https://www.blogger.com/profile/11499165711256264940noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-85818969862972520102011-09-30T15:52:17.305+08:002011-09-30T15:52:17.305+08:00add a little 315 at 11.86.add a little 315 at 11.86.tontongoodhttps://www.blogger.com/profile/17790155657651451035noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-90333113075905954562011-09-30T11:26:49.827+08:002011-09-30T11:26:49.827+08:00Thanks for your sharing, tontongood. Seems that th...Thanks for your sharing, tontongood. Seems that the problems in China are surfacing and there is an increasing likelihood of hard-landing. We have to be aware of it.You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-43921877821042598922011-09-30T10:38:34.819+08:002011-09-30T10:38:34.819+08:00Recently I was offer a super high rate to put some...Recently I was offer a super high rate to put some RMB in a Shenzhen bank, I think the liquidity problem is a real thing in PRC now.tontongoodhttps://www.blogger.com/profile/17790155657651451035noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-75174762873298747862011-09-30T09:04:00.928+08:002011-09-30T09:04:00.928+08:00some more worrying signs of development:
全民高利贷
ht...some more worrying signs of development:<br /><br />全民高利贷<br />http://blog.sina.com.cn/s/blog_467a66b00102dthk.html<br /><br />銀行壞賬趨惡化 民間貴利瀕爆煲<br />中國違約風險飆升<br />http://hk.apple.nextmedia.com/template/apple/art_main.php?iss_id=20110930&sec_id=15307&subsec_id=15320&art_id=15660230You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-58084809151593704432011-09-29T21:50:28.709+08:002011-09-29T21:50:28.709+08:00會買慶玲和新華收息?會買慶玲和新華收息?屁股noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-17459385849684793782011-09-28T17:55:20.119+08:002011-09-28T17:55:20.119+08:00tontongood: I think Shineway has probably bottomed...tontongood: I think Shineway has probably bottomed-out as the industry uncertainty is nearly over. The profit outlook for Smartone is still fine, but its share price is facing profit taking pressure under such a bearish sentiment.You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-60794455461910078622011-09-28T14:11:19.912+08:002011-09-28T14:11:19.912+08:00Too bad about the decision to keep 315 & sell ...Too bad about the decision to keep 315 & sell 2877, 709 is getting better though.tontongoodhttps://www.blogger.com/profile/17790155657651451035noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-89425377009262649802011-09-28T09:25:57.877+08:002011-09-28T09:25:57.877+08:00http://www.mpfinance.com/htm/Finance/20110928/News...http://www.mpfinance.com/htm/Finance/20110928/News/ea_eaa2.htm<br /><br />歐擴大救市規模 未達共識<br /> 2011年9月28日 <br /><br />【明報專訊】歐債危機再說露曙光,各方在金融市場動盪下,開始透出多種方案挽救歐債危機引發的危局。<br /><br />不過,由於各方案仍流於向傳媒放風階段,救市方案會如何融資及各國怎樣分擔尚未見眉目,將是股市大反彈後,投資者仍要面對的現實。You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-56999592793620638142011-09-27T22:13:39.518+08:002011-09-27T22:13:39.518+08:00I like this statement and I hope I can do it :
只要安...I like this statement and I hope I can do it :<br />只要安心地持有現金渡過熊市,在熊三時期已是大贏家,並有大量彈藥掃平貨了。<br /><br />Big OxAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-77396137834217347282011-09-27T22:01:01.549+08:002011-09-27T22:01:01.549+08:00我打算寫一首歌呀,you有何推薦?我打算寫一首歌呀,you有何推薦?少年屁股https://www.blogger.com/profile/08322677415964832762noreply@blogger.com