房市概念股會因打房開始變慘業嗎? - 股票QA

By Kristin
at 2023-07-06T12:26
at 2023-07-06T12:26
Table of Contents
看到政府又開始要打房了,屯房稅修改
之前看房版CECA大師的文,了解到房市漲跌的道理,知道政府不能讓房價跌
只能讓他緩漲,明白了房價只能漲,不能跌的道理
房價雖然不跌,但銷售成交降低,房市概念股的EPS就會跟著降低
像我有觀察海悅、信義,eps營收都降低了
發哥我有存,看起來好像也開始走弱了
總太我有存,看起來好像也不樂觀
華固我一直鎖定84以下沒下來
這波屯房稅的影響還沒看到CECA大師的開示
房價沒啥跌,但房市概念股的EPS開始變爛
大家覺得房市概念股未來會開始變慘業嗎?
手上有幾檔存股,未來也打算逢低存,但怕未來因打房開始變慘業
--
之前看房版CECA大師的文,了解到房市漲跌的道理,知道政府不能讓房價跌
只能讓他緩漲,明白了房價只能漲,不能跌的道理
房價雖然不跌,但銷售成交降低,房市概念股的EPS就會跟著降低
像我有觀察海悅、信義,eps營收都降低了
發哥我有存,看起來好像也開始走弱了
總太我有存,看起來好像也不樂觀
華固我一直鎖定84以下沒下來
這波屯房稅的影響還沒看到CECA大師的開示
房價沒啥跌,但房市概念股的EPS開始變爛
大家覺得房市概念股未來會開始變慘業嗎?
手上有幾檔存股,未來也打算逢低存,但怕未來因打房開始變慘業
--
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