c***m
发帖数: 2630 | 1 Long in china real estate, short on US home builder. |
x********9
发帖数: 266 | 2 why do you want to long Chinese real estate?
【在 c***m 的大作中提到】
: Long in china real estate, short on US home builder.
|
c***m
发帖数: 2630 | 3 I am in this industry, I guess I view more things than others except you
though.
The key to long china residential RE is the location with good school
district. I don't have houses in SH, BJ, or GuanZhou, so the indirect
investment way for me is Tao.
I am returning to china this year.
What is your suggestion?
【在 x********9 的大作中提到】
: why do you want to long Chinese real estate?
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l******s
发帖数: 1276 | 4 TAO is more related with china REITS, right?
【在 c***m 的大作中提到】
: I am in this industry, I guess I view more things than others except you
: though.
: The key to long china residential RE is the location with good school
: district. I don't have houses in SH, BJ, or GuanZhou, so the indirect
: investment way for me is Tao.
: I am returning to china this year.
: What is your suggestion?
|
m*****i
发帖数: 4342 | 5 Homebuilders were strong today, I really don't understand.
RYL had very bad order number last week yet the stock kept going up.
【在 c***m 的大作中提到】
: Long in china real estate, short on US home builder.
|
c***m
发帖数: 2630 | 6 MM like to pump HD alot, I will put HOV soon if it cross 4.8 again. I am
not familiar with RYL. Do u trade it alot?
BTW, I always check BXP/SLG for the healthy of US real estate market.
Again, sorry for my OIL call last night. How is your solar trading today?
【在 m*****i 的大作中提到】
: Homebuilders were strong today, I really don't understand.
: RYL had very bad order number last week yet the stock kept going up.
|
c***m
发帖数: 2630 | 7 No. It is real estate firm mostly based in HK. They have bid inventory in
second tier cities of china.
【在 l******s 的大作中提到】
: TAO is more related with china REITS, right?
|
m*****i
发帖数: 4342 | 8 Sold JASO at open, then 今天，分三次烧了JASO. not bad.
did not sell PWER at the open and now the stock was down.
【在 c***m 的大作中提到】
: MM like to pump HD alot, I will put HOV soon if it cross 4.8 again. I am
: not familiar with RYL. Do u trade it alot?
: BTW, I always check BXP/SLG for the healthy of US real estate market.
: Again, sorry for my OIL call last night. How is your solar trading today?
|
c***m
发帖数: 2630 | 9 Thank God. You did the right thing.
I also sold my calls on STP when it is 10.3.
【在 m*****i 的大作中提到】
: Sold JASO at open, then 今天，分三次烧了JASO. not bad.
: did not sell PWER at the open and now the stock was down.
|
