財經閱讀 1/5

近日幾篇抓眼晴的報導和文章,閱讀時間大概30分鐘(斜體為報導文章內容):

Amazon.com, Inc. (AMZN)

What does Amazon’s China departure mean for its Indian e-commerce battle? (April 26, 2019)

“There are not many markets of this size and potential globally. There is only the US, China and India in terms of the size of the retail industry. Amazon is already leading in the US and they’re out of China now. That leaves only India.”

Tesla, Inc. (TSLA)

Tesla short-seller: Musk is a ‘lying magician’ who people have stopped believing (April 27, 2019)

“They’re starting to focus on the actual business and the business has completely collapsed. Demand has declined very significantly in the U.S.,” Hoffman said. “And even when people knew the units number, because they disclosed that on April 3, the company still missed the revenue number by 11% because the pricing has gone down so much to move metal.”

“To be perfectly frank with you, Tesla’s balance sheet right now, by basic financial ratios like the quick and the current ratio, which any first year finance or accounting student learns, they’re in worse shape than General Motors was six months before bankruptcy,” Hoffman stressed.

中美貿易摩擦

US and China will have many more battles to fight when the trade war ends (April 29, 2019)

The most likely component – a reprieve on tariffs – would only alleviate short-term US trade deficits through China’s promise to purchase more American goods.

Thornier issues remain to be resolved: the need for China to protect intellectual property, the end to its forced technology transfers, other non-tariff market restrictions. Above all, of course, is whether China will actually follow through on its pledges in any agreement the two sides strike.

U.S.-China Talks to Resume With Significant Issues Unresolved (April 29, 2019)

US security concerns force Cosco-owned Orient Overseas to sell Long Beach port in California (April 30, 2019)

HSBC (0005)

HSBC Built a Financial Fortress Around Hong Kong. Now It Faces Its Biggest Threat in Years (April 30, 2019)

Few if any of the world’s largest financial companies dominate a single market quite like HSBC does in Hong Kong, a city of 7.5 million people that accounted for roughly 60 percent of the bank’s pretax income in 2018. That makes HSBC a juicy target for the handful of “virtual” lenders vying to shake up the commercial hub’s banking market after securing first-of-their kind approvals last month.

REIT 投資原則

筆者甚少買REIT,而香港上市的REIT數量其實亦不太多。美國的REIT市場相對地活躍,而REIT的種類亦很廣。以下兩篇文章,簡介了一些挑選REIT時可考慮的原則,以及REIT的週期性。內容未必可直接應用於香港上市的REIT,但背後原理絕對值得了解!

REIT Investors: The 5 Investment Rules You Should Know

Don’t Alter Your REIT Portfolio (Yet) Out Of Recession Fears

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