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

$中國恒大 (03333.HK)$ 所有不良資訊已經反映在價格中，任何有關重組計劃/收購的好消息都將帶來顯著的反彈。

$海底撈 (06862.HK)$ 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，中國監管機構要求銀行增加對房地產項目的貸款，一些銀行說11月開發貸餘額較上月出現正增長。
$中國恒大 (03333.HK)$
$融創中國 (01918.HK)$
$中國奧園 (03883.HK)$
$花樣年控股 (01777.HK)$
$佳兆業集團 (01638.HK)$

永大董事長許嘉欣自 7 月 1 日起透過出售個人資產或承諾股權以維持恆大集團的流動性籌集了超過 700 億元（110 億美元）：宜凱引用資料來源
$中國恒大 (03333.HK)$

中國銀行表示，十月份房地產開發貸款的發行量也顯著增加，並在十一月前十天進一步加快。銀行預期十一月房地產貸款的月增長趨勢將持續：中國官方資訊機構新華社
$中國恒大 (03333.HK)$
$融創中國 (01918.HK)$
$花樣年控股 (01777.HK)$
$ST陽光城 (000671.SZ)$
$佳兆業集團 (01638.HK)$
$中國奧園 (03883.HK)$

中國國家通訊社新華社：10月房地產開發貸款投放大幅增長。從多家銀行了解到，10月份房地產開發貸款投放也大幅增長，11月上旬各行房地產貸款投放力度進一步加大，預計11月房地產貸款環比增長態勢仍將延續。
$中國恒大 (03333.HK)$
$融創中國 (01918.HK)$
$花樣年控股 (01777.HK)$
$佳兆業集團 (01638.HK)$
$中國奧園 (03883.HK)$
$ST陽光城 (000671.SZ)$