Evergrande valuation is low to 0.01 yuan?What is the most discounted announcement of this fund?

How much is the valuation of a real estate listed company in the Chinese real estate market? How many or dozens or dozens of dollars? No, a fund has recently announced that the valuation of real estate companies represented by Evergrande has seriously discounted. What should these real estate companies think? How to analyze this strongest discount announcement?

1. Evergrande valuation is low to 0.01 yuan?

According to the Securities Times, a announcement of Hua'an Fund attracted attention.

The Huaan Fund issued an announcement saying that in order to objectively reflect the fair value of the fund, Hua'an Fund adjusted the valuation of the suspension of the stock in accordance with the relevant regulations of the China Securities Regulatory Commission. From August 15th, Hua'an Fund has held the Shimao Group, Sunac China, China Evergrande, and Evergrande Property held by the Huaan CES Hong Kong Stock Connect ETF, respectively. /Shares, 0.01 Hong Kong dollars/shares for valuation.

In the stock price before the suspension, the valuation of the Huaan Fund was reduced by 69.9%, 70.09%, 99.39%, and 99.57%, respectively.

At the end of the announcement, since the date of resumption of the trading of the above stocks and its transaction reflects the characteristics of active market transaction, it will be valued at a market price, and will not be announced separately at that time.

According to the 2021 annual report data, "Hua'an CES Hong Kong Stock Connect ETF" holds 58,000 shares, 28,000 shares, 83,500 shares, 38,000 shares of Sunac China, Shimao Group, Evergrande Property, Evergrande Property, China Evergrande, respectively. 10,000 yuan, 116,800 yuan, 180,200 yuan, 49,400 yuan.

On March 22 this year, Evergrande issued an announcement that all three listed companies in Evergrande were Evergrande Group, Evergrande Automobile, and Evergrande property. The pledged deposit provided by the third party for 100 million yuan has been forcibly executed by relevant banks.

On July 22, Evergrande Group issued a total of three announcements to unveil 13.4 billion yuan.

2. Should I see the fund discount announcement?

We see that the valuation of a real estate company such as Evergrande such as Evergrande has reduced the valuation of Evergrande to almost 0. How should we judge this?

First of all, for these real estate companies that have been suspended, in fact, they are facing relatively large market pressures. The core reason is that they are basically in the state of high debt and crisis. In this background, for these real estate, for these real estate In terms of the company, there are many problems that need to be dealt with. Due to the severe asset -free debt, in fact, the overall market pressure of these companies is very high. It is likely that the overall capital chain will break. It is very difficult, so for a fund company, it is important for these listed companies to make a low -valuation of these listed companies, so this judgment is also a sense.

Secondly, we see that the current real estate market is actually facing a trend of transformation. Some business logic that the original real estate company is good at using it has no existence. Facing the pressure of the current real estate market, real estate companies need to try to improve themselves to improve themselves. The market competitiveness and the enthusiasm of the market allow them to develop stable in the market. For real estate companies that have emerged in crisis, they may really try to resolve the current market pressure, and in their own guarantee of the property to pay the property itself Do your best in your business. Only in this way can you gain the trust of the market again.

Third, for the current real estate market, the biggest problem may not be what the real estate market thinks, but how to re -establish the confidence of the entire market for real estate. At present, real estate companies in the entire market are facing a state of serious confidence, including fund companies' current judgment on real estate companies, which also reflects the lack of confidence in the entire market. Improve your market confidence, and truly use the business performance of the hands to provide the market with more market competitiveness and market imagination space. Only in this way can you have a good performance in the capital market.

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