作者nfsong (图书馆我来了)
标题[转录][新闻] 彭博社报导张金颚跟信义认为台北是泡沫
时间Sat May 29 20:38:34 2010
※ [本文转录自 nfsong 信箱]
作者: greengreen42 (绿) 看板: Gossiping
标题: [新闻] Bloomberg报导张金颚跟信义认为台北是大泡沫
时间: Thu May 20 15:13:17 2010
http://www.bloomberg.com/apps/news?pid=20601089&sid=axrlk9y9Hi2s
本文采用高速翻译法
May 20 (Bloomberg) -- Investors should sell Taipei property now, taking
advantage of a 21-month rally in prices before the government acts to make
real estate more affordable, according to the Taiwan Real Estate Research
Center and the island’s largest real-estate brokerage.
张教授主持的不动产研究中心跟台湾最大房仲信义房屋说狂涨後该卖喽
“Sell them now or at least in the second half of the year,” said Chin-Oh
Chang, director of the Taiwan Real Estate Research Center at the National
Chengchi University in Taipei. “The market is relatively unstable now.”
Prices in Taiwan’s capital have risen 29 percent to a record since September
2008, when the collapse of Lehman Brothers Holdings Inc. deepened the global
credit crisis. The gain has increased voter anger over prices and prompted
the island’s central bank to pledge to prevent asset bubbles, triggering a
12 percent slump in construction shares from their high last month.
以上都是张教授的老调,反正看空就对了
Taipei is “an asset bubble,” Lee Jain-Ming, a researcher at Sinyi Realty
Co., told a Bloomberg Real Estate Forum in Taipei yesterday. The government
may try to lower prices before municipal elections in December, he said.
信义说他们觉得五都选举前打房戳破泡沫的可能性高
The Financial Supervisory Commission in March asked bankers to tighten
lending procedures and ensure the quality of loans after banks on the island
of 23 million people last year cut mortgage lending rates to the lowest since
records began. The same month, Bank of Taiwan Governor Perng Fai-nan said he
would impose “prudent” measures to prevent the emergence of asset bubbles.
三月开始收紧银行对不动产放款了
彭总裁说他要开始认针考虑避免泡沫产生
Market Risk
In the past three months, state-owned Land Bank of Taiwan and Bank of Taiwan
have raised mortgage rates and cut the amount of loans for buyers of luxury
homes and property investors. Farglory Land Development Co., the island’s
largest construction company by value, has dropped 9.6 percent in 2010 after
surging 196 percent last year, when average home prices in Taipei rose 20
percent.
土银跟台银都觉得是大泡沫开始紧缩放款
国银一缩,雄哥的脸都绿了
While the property market may still see increases in prices in the second
half of the year, Chang said there are risks ahead of the elections, in which
the ruling Nationalist party will try to defend its hold on Taipei and gain
the mayoralty of both Kaohsiung and Tainan.
“The government may take some action before the elections that may cool
prices,” Chang said. “Don’t sell when prices are already low. Sell before
that.”
Goldman Sachs Group Inc. and Barclays Plc have also forecast the central bank
will raise interest rates next month. Barclay’s Singapore-based economist
Wai Ho Leong has predicted a 12.5 basis-point increase in rates at the
central bank’s June meeting. A basis point is 0.01 percentage point.
美国跟英国最罩的银行都说台湾央行下个月可能会升息
新加坡仔说会升五码,我个人觉得很豪洨
“The central bank may raise rates soon,” Lee said. “If the central bank
raises rates by 12.5 basis points, prices may go down in the following two to
three months.”
他说一升下一季就会跌
==
一升息就会爆差不多是目前房地产投资人的普遍认同
只是他们都觉得一两年内都不会升啦
我是觉得彭总裁一向秉持『你猜不到我会干嘛』的理念
所以我不觉得会升贴现率
而是会升准备率
--
"You take the blue pill, the story ends, you wake up in your bed and believe
whatever you want to believe. You take the red pill, you stay in Wonderland,
and I show you how deep the rabbit hole goes."
http://pic.pimg.tw/tkchen/4a2db2dbc29ff.jpg
--
※ 发信站: 批踢踢实业坊(ptt.cc)
◆ From: 114.41.179.61
※ 编辑: greengreen42 来自: 114.41.179.61 (05/20 15:13)
1F:推 jeffkent:早就该破了 05/20 15:13
2F:推 MadStanley:拭目以待 05/20 15:14
3F:→ hik0301:防止继续泡沫是一回事,有没有办法把价钱压下来是另一回事 05/20 15:14
4F:推 sheepxo:升息投资客没再怕的... 05/20 15:14
5F:推 ccl007:绿媒不可信~张教授是房市空头代表人物 不意外~ 05/20 15:15
6F:推 xupmc:彭神盯上了房市 国内业者挫勒蛋 05/20 15:15
7F:推 frozenmoon:马政府会帮财团护航吧 05/20 15:15
8F:推 POWERSERIES:天母早就泡沫了 可是有钱人就是不调低房价 你有皮条? 05/20 15:15
9F:推 F5:彭淮南会继续推动高房价的~ 102年後再看看吧 05/20 15:15
10F:→ sinohara:彭神看看你现在又放台币跌了. 05/20 15:16
11F:推 NTUer:不要买就好啦 领22k也想当天龙人阿 05/20 15:16
12F:→ F5:天真到以为彭会动房市~ 拜托~ 多少大头在房市利益中 谁敢动 05/20 15:16
13F:推 fur:该卖,问题是卖给谁?搞不好自己都最後一棒了。 05/20 15:17
14F:→ sinohara:他不敢动房市 但他敢动汇市来讨好大老板们 05/20 15:17
15F:推 seeback:推一下绿大 05/20 15:17
16F:推 wak:当大家都想卖的时候就是泡泡破掉的时候啦 :D 05/20 15:17
17F:→ rigor:好个高速翻译法..= = 05/20 15:18
18F:推 JokePtt:我觉得台北房市的泡沫 比香港来的大...香港搞不好都要吹破 05/20 15:19
19F:→ NTUer:台湾那些投机客早晚也像要阿b一样套牢跳楼 05/20 15:19
20F:→ NTUer:那时候TVBS等一群靠北媒体就会出来说 政府在哪里 05/20 15:20
21F:→ greengreen42:我看到那个升五码就想笑 有够会毫洨的 05/20 15:23
※ greengreen42:转录至看板 home-sale 05/20 15:29
22F:推 bilinear:不会啦,台湾这个泡泡有非常多人帮忙撑 05/20 15:32
23F:→ bilinear:台北县市起码有一半以上的人都在帮忙 05/20 15:32
24F:推 henrypinge:就怕乡民都死光了 泡沫还没破 05/20 15:33
25F:→ henrypinge:泡沫一定会破 也许明天 也许十年... 05/20 15:33
26F:→ intelceo:存准率也是超级紧缩手段..怎麽有人觉得不痛不养 05/20 15:46
27F:推 yiyi015:台北不会泡沫的 因为一堆有权的人现在都在抢买了 05/20 15:50
28F:推 nothingptt:张金颚认为泡沫不是那麽重要吧,他估计错误太多次了 05/20 15:53
29F:→ greengreen42:所以你看我把张教授完全忽视了 05/20 15:54
30F:推 nfsong:专业 05/20 19:20
--
※ 发信站: 批踢踢实业坊(ptt.cc)
◆ From: 218.161.103.219