Bubbles are financial orgasms.They build up,go exponential,climax,and peak,then deflate rapidly,not slowly,From time to time,they will follow the female orgasm of a triple peak before bursting,like now.
---Harry S.Dent
What is the penis that gives female triple peak ?
---Martian
恒大净资产800亿,负债总额1.16万亿,总资产1.35万亿,永续债1130亿,实际负债率94%。有息负债5300亿,预收款1950亿,现金(现金+受限现金)3040亿,应付款3000亿。
2016年恒大的息税前利润为482亿,总资产1.35万亿,资产收益率3.57%,和余额保差不多
论胆量,不得不服。
再和万科对比一下:
万科2016年,净资产1600亿,负债总额6690亿,总资产8300亿,息税前利润约为450亿,资产收益率为5.4%。负债率80.7%。有息负债约1250亿,预收款2750亿,现金(现金+理财)约950亿,应付款1060亿。
by 黄建平
说房子是住的,就对赌房子是炒的!
by Martian