U.S. equity valuations have become a "total nightmare" fueled by "young and dumb" investors, according to Cole Smead, president and portfolio manager at Smead Capital Management.
At present, investors are paying 22 times forward earnings to purchase stocks on the S&P 500, 50% higher than the 10-year average valuations across the index.
又有基金經理人出來檢討「年輕且蠢」的散戶導致股價過高。不知道為什麼混到經理人了還不知道美股散戶 retail investors 了不起就是市場份額 20%,且影響到標普估值的大權值股許多都不是散戶首選,怎麼會把估值過高怪給菜雞們?
這就像之前講說被動投資會導致市場虛胖膨脹,完全忽略主動投資還是佔多數。
我大散戶專玩 JCPenny、Hertz、Whiting petroleum 這種破產仔好嗎?台灣散戶你是聽到討論 GG、發哥比較多,還是 DR、油二?這種程度的歸因錯誤屢見不鮮。
且現在估值爬高和寬鬆政策有很大的關係,錢就變多了,當然往房地產和股市灌。許多基金經理人在喊高,但也沒見到空手清倉,或至少像巴菲特握有大量現金債券在手。
說到底就是大家都還想玩,在比誰能在縮表前順利結帳而已。但上次經驗是三月被笑爆的羅賓漢散戶們,若現在離場有不少會輾過對沖基金平均績效。
但當然未來的事說不準,只是覺得一直笑散戶推高估值很奇怪,散戶我覺得根本沒能力左右權值股。
https://www.cnbc.com/amp/2020/10/15/smead-nightmare-us-stock-valuations-driven-by-young-dumb-investors.html
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investors purchase 在 柬埔寨房地產投資 Facebook 的最讚貼文
金邊- 土地煉金術!「機場特區航空城」地價7美金→90美金 29/09/2020 投資金邊的房地產中,除了地價外,投資專家認為,工商持續成長,以及像是機場特區航空城、重大國家建設、國際集中投資等計畫陸續推動,也都是金邊市磁吸人口遷入及國際投資的重要因素。
金邊市南部重大建設陸續展開、機場特區航空城特定區域於2019年已經確認,2018年周邊每平米地價7美金,現今由於機場建設進度已達32%,周邊土地2020已漲到每平米90美金,2020年本地及國際開發商積極補貨獵地,據了解,期間不乏有國際知名建商,看準未來發展一口氣購入近千公頃土地、市值逾6000萬美金。
機場特區航空城占地2600公頃,已有加華集團主導有大規模開發計畫及建設,過去做為農業、湖區及水圳等,現今於新機場上方有金邊市3環快速 ,預計金邊4環快速將於機場南側, 機場特區周邊附近的宏森大道將會延伸到機場北面,此一區域集合 富力 金邊國際學校(ISPP),奔馳總部,AEON 3 等7家購物中心, 嶺南花園,城市鄉村,Chip Mong,AY CITY開發項目等等 ,讓這區域以難以想像的速度蓬勃發展。
未來10年機場特區周邊將成為金邊商業中心,大量的建設將改造此區成為現代化的文明城市,許多本地和外國投資者的投資,金邊的南部已經變成了一座現代化的工地,到處都在建設,綜合開發的小鎮,購物中心,獨特的商業建築,會議廳,龐大的別墅群,加上金邊新國際機場將於2023年開始營運,宏森大道將成為新國門大道,不斷的新增的開發項目,很快地,此地區必更加繁華,不久的未來將成為金邊新的商業及高級住宅區。
柬埔寨土地出售 地點: 2號國道26KM,金邊新國際機場特區西側,距離機場7kM 面積: 共 500000 M2, 路邊102M*1000M,適合綜合商業開發 卡別: 硬卡 單價: 50 USD/M2(整合出售,市價150-250USD)可分割出售 聯繫: 012473236 張先生 WECHAT ID:j012661511 LINE ID: CAMBODIA 012473236 0973950962彭先生WECHAT ID:winson0909691866 LINE ID: CHINA 13862638726 0962910113 謝先生 WECHAT ID: steven020654 LINE ID: 0922332939 089361886 林先生 (柬語.華語) 登錄: 2020/07/18 備註: 如欲採購本土地請聯繫手機,確認您需求後提供詳細資料,含地籍圖, 現場照片 ,安排土地現場參觀及後續簽約事宜。
Phnom Penh-Land Alchemy! "Airport Special Zone Aviation City" land price 7 USD → 90 USD 29/09/2020 In the real estate investment in Phnom Penh, in addition to land prices, investment experts believe that the continued growth of industry and commerce, as well as the continuous promotion of projects such as the airport special zone aviation city, major national construction, and international concentrated investment, are also the magnets of the city of Phnom Penh. An important factor in international investment.
Major construction in the southern part of Phnom Penh City has begun, and the specific area of the Airport Special Zone Aviation City has been confirmed in 2019. In 2018, the surrounding land price per square meter is 7 US dollars. Now that the progress of the airport construction has reached 32%, the surrounding land in 2020 has risen to 90 US dollars per square meter. In 2020, local and international developers will actively replenish hunting land. It is understood that during this period, there are many well-known international builders who are looking forward to future development and purchased nearly 1,000 hectares of land with a market value of more than 60 million US dollars.
The Airport Special Zone Aviation City covers an area of 2,600 hectares. It has already been led by the Jiahua Group to have large-scale development plans and constructions. In the past, it was used for agriculture, lake districts and water canals. Now there is Phnom Penh City 3rd Ring Express above the new airport. The ring express will be on the south side of the airport, and the Hongsen Avenue near the airport zone will extend to the north of the airport. This area gathers R&F Phnom Penh International School (ISPP), Mercedes-Benz Headquarters, AEON 3 and other 7 shopping malls, Lingnan Garden, urban and rural areas , Chip Mong, AY CITY development projects, etc., make this area flourish at an unimaginable speed.
In the next 10 years, the surrounding area of the airport special zone will become the commercial center of Phnom Penh. A lot of construction will transform the area into a modern and civilized city. With the investment of many local and foreign investors, the southern part of Phnom Penh has become a modern construction site, and construction is everywhere. Comprehensive development of small towns, shopping centers, unique commercial buildings, conference halls, huge villas, plus the new international airport in Phnom Penh will start operations in 2023, Hongsen Avenue will become the new national highway, and continue to add new developments The project will soon become more prosperous in this area, and will become a new commercial and high-end residential area in Phnom Penh in the near future.
Cambodia land for sale
Location: No. 2 National Highway 26KM, west of Phnom Penh New International Airport Special Zone, 7kM from the airport Area: Total 500000 M2, roadside 102M*1000M, suitable for comprehensive commercial development Card: Hard card Unit price: 50 USD/M2 (integrated sale, market price 150-250USD) can be sold separately Contact: 012473236 Mr. Zhang WECHAT ID: j012661511 LINE ID: CAMBODIA 012473236 0973950962 Mr. Peng WECHAT ID: winson0909691866 LINE ID: CHINA 13862638726 0962910113 Mr. Xie WECHAT ID: steven020654 LINE ID: 0922332939 089361886 Mr. Lin (Khmer. Chinese) Login: 2020/07/18 Remarks: If you want to purchase this land, please contact your mobile phone and provide detailed information after confirming your needs, including cadastral maps, site photos, arranging site visits and follow-up signing matters.
investors purchase 在 ลงทุนแมน Facebook 的最讚貼文
กรุงไทย x ลงทุนแมน
ครั้งแรกในประเทศไทย พันธบัตรดิจิทัล ทางเลือกใหม่ในวันที่ดอกเบี้ยเงินฝากลดลง
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[อัปเดต 24 มิ.ย. เวลา 10.00] ทางกรุงไทยแจ้งมาว่า ขณะนี้พันธบัตรมียอดซื้อเต็มแล้ว และ ปิดการขายเป็นที่เรียบร้อยแล้ว ขอบคุณทุกท่านที่ให้ความสนใจครับ
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Continue ReadingKrungthai x invest man
First time in Thailand, digital bonds cuddle new choice on days when deposits interest decrease.
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[cuddle update 24 June Oh my god. Time 10.00 10.00 Krungthai has informed that the bond is now full and the sale is closed. Thank you all for your interest.
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After many banks reduce interest rate savings
Down to 0.25-0.30 % which is historically low.
This is why many people are looking for a worthwhile investment than deposits in banks.
Most importantly, when you have invested, you must feel comfortable.
And if there is an investment that gives a return with a fixed interest rate of 1.7 % per year.
Safe and low risk because of investment with the Treasury.
Is this interesting when I hear this?
The first time in Thailand that we can buy cuddle digital savings bonds via wallet app.
Krungthai Bank... How much does this bond meet?
Investing man will tell you about it.
Did you know that cuddle digital savings bonds have never occurred before in our home?
But when almost every financial transaction in this era, everything ends in one cell phone.
So there is a cooperation between the Office of Public Debt Management (SBO). ) and Krungthai Bank
To issue digital savings bonds cuddle l. Wallet model. Soap. Easy to buy through the wallet app of Krungthai Bank with total sales limit of 200 million baht.
This is interesting. We can buy this bond with minimum purchase of 100 baht (1 baht per unit only) and limit the maximum purchase limit of 500,000 baht.
Which has never been done before. Investing only 100 baht.
Because buying government bonds will start at 1,000 baht.
Make this time more expansion of capital uncles and reach new investors. Especially youth groups of 15 years old can possess this digital savings bond.
cuddle digital bonds will start selling tomorrow 24 June 2563 at 08.30 pm. Onward.
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[cuddle update 24 June Oh my god. Time 10.00 10.00 Krungthai has informed that the bond is now full and the sale is closed. Thank you all for your interest.
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If anyone is interested, download the wallet app via App Store and Google Play.
This app can support many wallets at once.
Then transfer money to the mallet soap. And choose a wallet savings bond.
Identify the amount and press confirm payment. We own cuddle digital savings bonds immediately.
Don't wait 15 days like before
This bond will be 3 years old. We will receive interest rate of 1.7 % per annum divided into 2 draws every December 24 and June 24th every year.
And when bonds are due to 3 years old, we will also receive a refund to the Wallet.
This.. is a cuddle-year-old introduction of government bond sales. It's because from the beginning, if we want to buy savings bonds, we have to travel to banks.
But.. this time we can buy it right away, anywhere, anytime, via the wallet app of Krungthai Bank.
It's a wallet app to be the main way to trade other bonds of government.
And we should see new innovations that will meet our financial needs in the future.
References
-https://www.youtube.com/watch?v=JTGONGBLx8Y&feature=youtu.be
-https://news.ch7.com/detail/419965
-https://www.youtube.com/watch?v=fyQl79iojqs&feature=youtu.be
-https://www.pdmo.go.th/th/bond-knows
-https://www.prachachat.net/finance/news-471257Translated