$恒生指数 (800000.HK)$ 恒指果然是全球最废，不是之一，就是最废！

$中国恒大 (03333.HK)$ 所有的坏消息都来了，任何关于重组计划/收购的好消息都将出现大幅反弹。

$海底捞 (06862.HK)$ many people here may think "wow hai di lao trading at an all time low now, cheaper than IPO price, good time to enter!"
But let me caution you here, prior to covid-19, when Hai Di Lao IPO, its already trading at a rich valuation!
Despite that, the share price just kept rocketing eventually to an All Time High of 80+ per share.
But recent news, the management has stated to close down 300 branches, which represents ~30% of the total branches. They also mentioned to halt expansion for an unspecified timeframe.
Bear in mind, when it was trading at 80+ dollar per share, investors were thinking that the growth of Hai Di Lao is unstoppable, but right now.... The growth is halted, worse still 1/3 of their branches (revenue generating machine) will stop for at least 2 years, I do think there's more time to remain at the sideline before catching a falling knife!
Growth stocks that is no longer growing = rich valuation no longer sustainable = Much much lower share price.

China's financial regulators tell some banks to issue more loans for property projects, Some Chinese banks told to show positive growth in outstanding loans for property projects in Nov vs Oct - RTRS cites sources
路透消息，中国监管机构要求银行增加对房地产项目的贷款，一些银行说11月开发贷余额较上月出现正增长。
$中国恒大 (03333.HK)$
$融创中国 (01918.HK)$
$中国奥园 (03883.HK)$
$花样年控股 (01777.HK)$
$佳兆业集团 (01638.HK)$

Evergrande chairman Hui Ka Yan has raised more than 7 billion yuan ($1.10 billion) by selling personal assets or pledging equity to maintain liquidity of Evergrande Group since July 1: Yicai cites sources
$中国恒大 (03333.HK)$

中国银行表示，房地产贷款发放的数量在十月份也有显著增加，而在十一月的前十天，增长速度进一步加快。银行预计十一月房地产贷款的环比增长趋势将继续：中国国家新闻机构新华
$中国恒大 (03333.HK)$
$融创中国 (01918.HK)$
$花样年控股 (01777.HK)$
$ST阳光城 (000671.SZ)$
$佳兆业集团 (01638.HK)$
$中国奥园 (03883.HK)$

中国国家通讯社新华社：10月房地产开发贷款投放大幅增长。从多家银行了解到，10月份房地产开发贷款投放也大幅增长，11月上旬各行房地产贷款投放力度进一步加大，预计11月房地产贷款环比增长态势仍将延续。
$中国恒大 (03333.HK)$
$融创中国 (01918.HK)$
$花样年控股 (01777.HK)$
$佳兆业集团 (01638.HK)$
$中国奥园 (03883.HK)$
$ST阳光城 (000671.SZ)$