[轉錄][新聞] 彭博社報導張金顎跟信義認為台北是泡沫
※ [本文轉錄自 nfsong 信箱]
作者: greengreen42 (綠) 看板: Gossiping
標題: [新聞] Bloomberg報導張金顎跟信義認為台北是大泡沫
時間: Thu May 20 15:13:17 2010
http://www.bloomberg.com/apps/news?pid=20601089&sid=axrlk9y9Hi2s
本文採用高速翻譯法
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.
張教授主持的不動產研究中心跟台灣最大房仲信義房屋說狂漲後該賣嘍
“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.
以上都是張教授的老調,反正看空就對了
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.
信義說他們覺得五都選舉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.
三月開始收緊銀行對不動產放款了
彭總裁說他要開始認針考慮避免泡沫產生
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.
土銀跟台銀都覺得是大泡沫開始緊縮放款
國銀一縮,雄哥的臉都綠了
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.
美國跟英國最罩的銀行都說台灣央行下個月可能會升息
新加坡仔說會升五碼,我個人覺得很豪洨
“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.”
他說一升下一季就會跌
==
一升息就會爆差不多是目前房地產投資人的普遍認同
只是他們都覺得一兩年內都不會升啦
我是覺得彭總裁一向秉持『你猜不到我會幹嘛』的理念
所以我不覺得會升貼現率
而是會升準備率
--
"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

--
※ 發信站: 批踢踢實業坊(ptt.cc)
◆ From: 114.41.179.61
※ 編輯: greengreen42 來自: 114.41.179.61 (05/20 15:13)
推
05/20 15:13,
05/20 15:13
推
05/20 15:14,
05/20 15:14
→
05/20 15:14,
05/20 15:14
推
05/20 15:14,
05/20 15:14
推
05/20 15:15,
05/20 15:15
推
05/20 15:15,
05/20 15:15
推
05/20 15:15,
05/20 15:15
推
05/20 15:15,
05/20 15:15
推
05/20 15:15,
05/20 15:15
→
05/20 15:16,
05/20 15:16
推
05/20 15:16,
05/20 15:16
→
05/20 15:16,
05/20 15:16
推
05/20 15:17,
05/20 15:17
→
05/20 15:17,
05/20 15:17
推
05/20 15:17,
05/20 15:17
推
05/20 15:17,
05/20 15:17
→
05/20 15:18,
05/20 15:18
推
05/20 15:19,
05/20 15:19
→
05/20 15:19,
05/20 15:19
→
05/20 15:20,
05/20 15:20
→
05/20 15:23,
05/20 15:23
※ greengreen42:轉錄至看板 home-sale 05/20 15:29
推
05/20 15:32,
05/20 15:32
→
05/20 15:32,
05/20 15:32
推
05/20 15:33,
05/20 15:33
→
05/20 15:33,
05/20 15:33
→
05/20 15:46,
05/20 15:46
推
05/20 15:50,
05/20 15:50
推
05/20 15:53,
05/20 15:53
→
05/20 15:54,
05/20 15:54
推
05/20 19:20,
05/20 19:20
--
※ 發信站: 批踢踢實業坊(ptt.cc)
◆ From: 218.161.103.219