paladinsir :
WSJ can be biased at times.https://tradingeconomics.com/china/loans-to-private-sector See for yourself. If no lockdowns, the loan sum to private sector is average. In fact, if western nations going to charge 4% interest, it may be worth it to loan from China and transfer overseas to fund operations
Jeff Boydスレ主paladinsir:
Believe an RMB loan from a PRC firm/person to a US person would violate capital controls but with the proper approvals there would be a good arguments to do so. Big exchange risks but one could probably hedge it away; would be interesting to see the cost of doing so.
paladinsir :
HK interest rate same as US interest rate because the HKD is pegged to USD, so can borrow from Chinese Banks through Lufax and deposit in HK bank
Jeff Boydスレ主paladinsir:
HK doesn't have much of anything to do with these companies. They are doing business in RMB. The decline in RMB relative to the USD translates directly into lower value for shareholders but the big risks are (1) PRC (excluding HK) has a bunch of loan defaults, (2) PRC changes policies applicable to loan facilitators, (3) businesses/individuals stop borrowing or (4) the banks stop buying the loans. There are other risks too such as a potential US or HK shareholder can now put their money in a bank and get 3-4% where a year ago they got practically nothing so they are less likely to buy shares in anything.
For me, it seems like investing in US traded Chinese companies is a way of minimizing geopolitical risk as China will be a place not impacted too severely by potential conflict in Ukraine. Values are good too. Do worry about Taiwan but the reality is if there were severe dislocations or war there world wide trade flows would collapse and production in manufactured trade goods come to a virtual halt. If I sincerely thought PRC was going to invade I would sell ...
$レキシンフィンテック・ホールディングス(LX.US)$$チーフ・テクノロジー(QFIN.US)$$ルファクス(LU.US)$Recently, Morgan Stanley released a research report pointing out that the regulation of China's fintech industry is coming to an end, which is good for the head platform. They decided to give Lexin a $12 price target, representing a 255% potential upside to the company's Dec. 20 closing price.$チーフ・テクノロジー(QFIN.US)$are priced at $54, a potential increase of 175%; Lufax has a $13 price target with a potential gain of 137%.
$レキシンフィンテック・ホールディングス(LX.US)$The top is decided by the most optimistic people, and the bottom is decided by the most pessimistic or out of position people. The drop has already pierced my lowest expectations. However, the performance of Lexin is in line with my expectations, and I choose to continue to hold it.
$チーフ・テクノロジー(QFIN.US)$$レキシンフィンテック・ホールディングス(LX.US)$ Today I saw a peer ABS issue at about 4% interest rate, there are several times more than the subscription. I think the timing is coming a little sooner than I thought. For Mutual, that means the overall cost of capital will fall faster than expected. That means that by the time the 24th of the year rolls around, the cost of capital has gone down enough to offset it.
$レキシンフィンテック・ホールディングス(LX.US)$$フィンボリューション・グループ(FINV.US)$Both good and bad companies are sold in a panic; the difference is that they are less likely to fall. After realizing the mistake, it may bounce back faster. Maybe the bottom will be a little higher next time.
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Leelly StayGoldx :
just purchase when it drops down to 4 or 5 dollars and hold as long as u can don't look at the market and guarantee that the stock will go up $7-8.. all you have to do is buy drink pre-market this stock has went up to $15
レキシンフィンテック・ホールディングスに関するコメント
Lexin 2023Q4&Full Year Earnings Conference Call
eyes
Wall Street Journal Article
https://www.wsj.com/articles/chinas-internet-lenders-feel-pain-of-economic-slowdown-11663925403?mod=lead_feature_below_a_pos1
Doesn't really say anything that anyone following these companies doesn't already know.
China’s internet-lending companies face rising credit costs and a tougher environment for new loans due to the country’s slowing economy.
Shares of U.S.-listed Ltd., Inc....
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Coping With Geopolitical Uncertainty
Do worry about Taiwan but the reality is if there were severe dislocations or war there world wide trade flows would collapse and production in manufactured trade goods come to a virtual halt. If I sincerely thought PRC was going to invade I would sell ...
Today I saw a peer ABS issue at about 4% interest rate, there are several times more than the subscription. I think the timing is coming a little sooner than I thought. For Mutual, that means the overall cost of capital will fall faster than expected. That means that by the time the 24th of the year rolls around, the cost of capital has gone down enough to offset it.
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