参照德国本土的同类型地产基金的市场估值标准,DRG可以立即有20%的升值空间。
所以现在DRG所处的位置比较特别,它是几年来的最高价在加国市场,又是德国市场中
的低估价。所以它有非常充足的理由向下或者向上。
这不是投资建议,只是要说明投资复杂的一个方面。
有不少人都预测或相信加国房市的波动会引起加国银行股的价格大幅度下滑。
股市的实际情况是,无论有没有房价波动,在今后的一年时间里,加国银行股都有很大的可能出现大幅股价波动。
2011年,老巴印度之行的谈话
“If you look at the typical stock on the New York Stock Exchange, its high will be, perhaps, for the last 12 months will be 150 percent of its low so they’re bobbing all over the place. All you have to do is sit there and wait until something is really attractive that you understand.”
“There’s almost nothing where the game is stacked more in your favor like the stock market”
“What happens is people start listening to everybody talk on television or whatever it may be or read the paper, and they take what is a fundamental advantage and turn it into a disadvantage. There’s no easier game than stocks. You have to be sure you don’t play it too often”
老巴可没说只有房地产价格波动才能引起股票价格的大幅波动。
所以万一今后一年房价不跌反涨,而银行股票却跌了,你得有一颗平常心,别想不通。