Bill Ackman Sends Fannie Mae, Freddie Mac Stocks Soaring: 'Trump Likes Big Deals'
Bill Ackman Sends Fannie Mae, Freddie Mac Stocks Soaring: 'Trump Likes Big Deals'
I am often asked for stock recommendations, but generally don't share individual names unless I believe the risk versus the reward is extraordinarily compelling. $FEDERAL NATIONAL MORTGAGE ASSOC (FNMA.US)$ and $FREDDIE MAC (FMCC.US)$ shares soared on Monday afternoon after billionaire investor Bill Ackman touted the stocks on social media.
$FEDERAL NATIONAL MORTGAGE ASSOC (FNMA.US)$ 和 $房地美 (FMCC.US)$ 在億萬富翁投資者比爾·阿克曼在社交媒體上推薦後，股票在週一下午飆升。
The Details: Ackman, CEO of Pershing Square hedge fund, recommended the stocks as an investment with "large asymmetric upside versus downside" in a post on the social media platform X.
詳情：阿克曼，先鋒廣場對沖基金的首席執行官，在社交媒體平台X的發帖中推薦了這些股票，認爲這是一個具有 "大規模不對稱上行與下行 "的投資。
Ackman said he sees the potential for Fannie Mae and Freddie Mac to come out of conservatorship in the next two years. Ackman pointed to the incoming Trump administration as a factor making the end of conservatorship more likely for the home lenders.
阿克曼表示，他看到房利美和房地美在未來兩年有可能結束保守管理。他指出即將到來的特朗普政府是一個使住房貸款機構結束保守管理的可能性更大的因素。
I am often asked for stock recommendations, but generally don't share individual names unless I believe the risk versus the reward is extraordinarily compelling.
As we look toward 2025, one investment in our portfolio stands out for large asymmetric upside versus downside so I...— Bill Ackman (@BillAckman) December 30, 2024
我常常被問到股票推薦，但一般不分享個別名稱，除非我認爲風險與回報的比率極爲引人注目。
展望2025年，我們的投資組合中有一項投資在不對稱收益與風險方面表現突出，所以我...— 比爾·阿克曼 (@BillAckman) 2024年12月30日
Fannie Mae and Freddie Mac were placed under conservatorship in September 2008 in response to the deterioration of the housing market during the 2008 financial crisis. The Federal Housing Finance Agency became the conservator to preserve and conserve the assets and to provide stability to the housing and mortgage markets.
房利美和房地美於2008年9月被置於保守管理，旨在應對2008年金融危機期間住房市場的惡化。聯邦住房金融局成爲保守管理者，以保護和保全資產，併爲住房和抵押貸款市場提供穩定。
Ackman said that the companies have built $168 billion of capital since 2019 and described this as a "fortress-level of capital for guarantors of fixed-rate, first mortgages to creditworthy, middle class borrowers."
阿克曼表示，自2019年以來，這些公司已經建立了1680億的資本，並將其描述爲對信用良好的中產階級借款人提供的固定利率首抵押貸款的擔保人「堡壘級資本」。
Ackman said he estimates the value of each company at approximately $34 per share, assuming the companies could IPO in the fourth quarter of 2026. He added that he sees the IPOs priced at approximately $31 per share accounting for a 10% discount to their value.
Ackman表示，他估計每家公司價值約爲每股34美元，假設這些公司能在2026年第四季度已上市新股。他補充道，他認爲已上市新股的價格約爲每股31美元，考慮到其價值的10%折扣。
He also pointed to the benefits of ending the conservatorship for the federal government including the removal of approximately $8 trillion in liabilities and the potential to generate more than $300 billion in profits.
他還指出，結束聯邦政府的託管可以帶來好處，包括約8萬億美元的負債解除以及有潛力產生超過3000億美元的利潤。
"Trump likes big deals and this would be the biggest deal in history. I am confident he will get it done," Ackman wrote.
阿克曼寫道："特朗普喜歡大交易，這將是歷史上最大的一筆交易。我相信他會完成它。"
FNMA, FMCC Price Action: Fannie Mae shares ended Monday's session up 36.14% at $3.39 and Freddie Mac shares closed 33.87% higher at $3.32.
FNMA，FMCC 價格動態：房利美股票在週一交易中上漲36.14%，收於3.39美元，而房地美股票上漲33.87%，收於3.32美元。