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Realestate

Is Evergrande the next Lehman Brothers ??China`s economic model is based on real estate investment to drive growth. 20 Mil apartment buildings per year. China`s residential property is 20% of GDP every year. Too much! Real estate activities in China close to 30% of GDP every year. Huge! Chinese Government is Bashing the private sector, look at GOTU and BABA for example. Evergrande, second largest property developer in China has more than $300 billion in debt! Evergrande has $83.5 million interest payment Sept. 23 and a $42.5 million payment on Sept. 29 Failure to to pay in 30 days can put Evergrande in default. Today Evergrande has a Market Cap of 30.099B! At its peak, Evergrande was traded 13.5X higher! Evergrande’s potential debt blowup can send shock waves through financial markets! Today was just the beginning.
HKEX:3333Short
by TopgOptions
11
Which Real Estate Technology Platform Stock to Buy Now?Which real estate technology platform to buy? $ZG Zillow Group, $OPEN Opendoor Technologies, $EXPI eXp World Holdings or $RDFN Redfin Corporation There is no doubt all of the above-mentioned companies are good ones and they will do well in the long term, but at this particular time, the confluence of the technical analysis signals and valuation analysis shows that $ZG is a better choice if it breaks above and closes on a high volume. The setup still will be valid and must be revised if the price of $ZG slips down more, but sooner or later the breakout should trigger a very safe entry. Interestingly, even though $ZG is the largest of all four, it has a higher gross margin and its revenue growth (50%) is smaller than $OPEN (81%) only for 2022. However, $ZG has the smallest EV/GP ratio for both 2021 and 2022 at 10.1 and 8.2 respectively. This makes $ZG a very good deal for the size and reputation it has as well as for the growth it is developing. $OPEN still remains a company that has the highest growth rate, but since it just IPOed last year and except the last QE the negative pressure on the price was a lot since it was a SPAC deal. The pressure on the SPAC stocks was brutal and some of them barely survived above 10. $OPEN is one of them that was picked up by the market as a worthy stock and not a bad SPAC rip-off deal. Unlike Zillow that has gained reputation and maturity in the public market, $OPEN needs more time and more QEs to justify the high growth rates. Disclaimer: I own a lot of $OPEN and some $EXPI and I am going to initiate a new position on $ZG in the near future. This is not trading or investment advice. Do your own due diligence. Don't risk money you cannot lose.
NASDAQ:ZGLong
by IboProtrader
1
DRV - Long Feb 2022 $7 callsReal Estate starting to feel the pain in China as Evergrande implodes - How much longer before the contagion spreads? Weeks? Months? Clock is ticking. DRV x3 Real Estate short ETF has a couple nice Gaps to fill at ~$12 and ~$20. Stoch and RSI appear to be confirming a potential bottom/turn back up here on the weekly. AO also predicting a move up sooner than later. Last few times the RSI got this low on the weekly - DRV spiked hard soon thereafter. Adding to Feb 2022 $7 calls. Not financial advice.
AMEX:DRVLong
by Akksujean
1
FITCH NEWS - TRADABLE MAINLAND REAL ESTATE INDEX - HKG - DAILYCool down on big news as we can see, by zooming out, that the increasing price have found strong resistance and started a durable wide range. The range is clear in this chart, the top is illustrated by the blue line and the bottom by the black line. The bleu line is a resistance tested multiple times , repeat failed attempts leading to a price fall and possibly weakening the uptrend chances believes. The red arrow shows probably where the biggest failure has happened. Mega high volumes and a nice wig. The black line represents a probably super strong support. Beware of fake breaks, it has happened in the past. The little dotted line shows possibly how the price is evolving trying to get out of the range. Fitch news has created an interest about what impact this could have globally. For the moment zooming out we can see that it is just lot of noise for not much as this level have been reached several times before and was expected. Now it is probably more convenient to observe this black line level and see what happen. High volumes involved would show a clear direction. Daily, Weekly, monthly : yes, but not to be observed in hourly. ______________________________________________________ Thanks for the like and shares, really appreciated! This idea is not a financial advice but just a sentiment.
SSE:H11143
by Diallo_Charts_Ideas
We might find support - EXPIThe trend is your friend. On a Macroish timeframe we have turned into a bullish reversal. EXPI's business model, pulling in 1B in revenue that's all you need to know. The market is there and the growth is occurring. They just need to continue executing and expanding overseas. Now would be a good time to add or open a position since Analyst Forecast is $100+ for this. Support at $40, let's see how this plays out. (Disclaimer: not financial advice, just a rational decision based on apparent facts" NASDAQ:EXPI
NASDAQ:EXPILong
by jackohgorman
1
Pop or Drop time. The 10 year bond compared to interest rates. (Sorry my chart is ugly) Any good trader knows what a descending triangle looks like and we all know what happens when it is compressed to a fine point- BOOOM. Unfortunately we are at the end of the road when the government will have to keep printing money at a ridiculous rate or they will have to raise interest rates and crumble the economy into bankruptcy. Based on this chart we have about 4 years left. I hope everyone is prepared because either way it's not going to end pretty. As a precious metal guy I'm going that way but others like real estate or crypto. I would only imagine these safer spots to store your money will start going up in value VERY soon.
FRED:FEDFUNDS
by PlatinumCall
VIX - Into Roll / SettelementTipping the Boat ahead of CT Roll is stock in trade for the VX Complex Options Writers. Position Rolls across the Markets will have a profound effect this as we begin to square. CASH/SPOT VIX shows further complacency as Volumes dry up. RTY and NQ will lead to the downside as "Independent Producers" (SMALL Businesses) will continue to be croaked as they have been since March of 2020 for the RUT 2K. As for Tech, it is facing some large headwinds with respect to the current Rate Revolt and China's heavy hand. Warning Signs abound across the Spectrum, on balance, they are being roundly ignored by the Junior Investor/Trader. A FAT Finger trade is all but assured as Wall Street takes some Bacon off the table as Uncertainty will begin to shake belief structures. Financials theoretically should benefit from rate inking up, the ES and RTY would be positioned to benefit the most due to the large Financial Component structures... theoretically :) ES would likely catch the bid. The issue we have with this basis - Housing has reaches extremes as the Crisis in Real Estate is just beginning to unfold. Law suits are all but assured as the Administration has come under fire from small Independent Producers of Rentier Class profits... they are being squeezed and remain furious with a growing intensity. The Admin is clearly behaving in an Illegal manner in order tp maintain moratoriums on Rents. An Executive Order followed by the CDC's rubber stamp would only further the Crisis and lead to an increasing distrust of Lever Pullers.
CBOE:VX1!Long
by HK_L61
Broke(n) - Operation Twisted & The Cocaine PhenomenaWhat brings about the Fear cycle? A loss in CONfidence. The TINA Argument has remained valid for sometime. It is axiomatic. Does one buy Binds with a 100% assurance of Negative Returns? You first. Does one protect their wealth in Bitcoin? No thank you, it is a trading Instrument with ZERO intrinsic Value relative to any price. Do Central Banks enjoy Competition? No... they permit it, but only to a point for a specific Agenda. Their Agenda should be obvious by now. Are they thinking about thinking about thinking about you and yours? No. Is BTC a Tier 1 Asser on the Federal Reserve's Balance Sheet? No. Will Bitcoin see increased regulation and taxation? Yes. Why has Gold not kept up with the expansion in the Monetary Base? It never has nor will it. Gold has a function, it is non-monetary for us mere mortals and will remain as such for eternity. Wanna strap on a Feed Bag @ Taco Bell - try paying at Drive-Thru with Gold. Money is no longer money, it is a delusional promise to repay all debts Public and Private - which ceased to be viable a very long time ago. There is far too much Debt to ever be repaid with Currency. What's left, the Largest Casino on the Face of the Planet - Capital Stocks: Bonds, Stocks and Real Estate. All at absurd Valuations. If you can't afford a home, buy stocks. If you believe Bonds are going to be left for dead one day, buy stocks. If you believe it will all fail, buy Gold, Silver, Crypto. Good luck as everyone losses a Hand in this complete disaster unfolding. Everyone.
FRED:GFDEBTNShort
by HK_L61
MATTERPORT IPO DEBUT w/ some TA on the 15 minute chartToday Matterport previously GHVI changed its ticker to MTTR and had a decent open with about 1.5 million volume up until it was debuted on CNBC by the anchor Josh Brown. Then we saw a huge pump up from that area and about 3-4 million volume traded after he said he wants to buy after earnings happen. He is bullish on Matterport but also wanted to wait for earnings to add. We have a few stages of the DE-SPAC process to go through here that can help a long term investor DOLLAR COST AVERAGE down. Pipe dump, Warrant Redemption, Insider Lockup periods, and whatever else in relation to that process. This made for decent long and short momentum plays today. A lot of swings came in hot on the CNBC news and sold off on the momentum and a lot of puts and shorts came in on that momentum to take over as the double top was confirmed. We saw the bulls and bears fighting at close to hold $15 which is broke to $14.96 end of day. Was quite exciting to watch it all go down!
NASDAQ:MTTR
by SPAC_FLEET
1
Vanguard S&P Small Cap Growth ETF - clear horizontal boundariesFour months range-bound, this low-volatility ETF includes 600 constituents and offers a tiny 0.10% fee for the more passive, but still risk inclined investor (these are small cap growth oriented stocks). The pattern boundaries are clear, and volatility is relatively low vs. historical. Price action above $235 would confirm a breakout to the upside, while a move below $205 could reflect a broader selloff coming for growth stocks. Constituents include companies like: Gamestop, Omnicell, Macy's, Chart Industries, 3D Systems, Agree Realty Corp. Several of the individual constituents also have constructive charts, with subjectively clear risk levels, such as 3D Systems (DDD). $GME, $GTLS, $ADC, $DDD, $OMCL, $VIOG
AMEX:VIOG
by jBTCkingaling
Why Im Watching Real Estate [VNQ]Vanguard Real Estate is showing some interesting things after quietly consolidating since early June. And now, it finds itself in the midst of a breakout of its previous all time high at $105.77. It is still very early, but if the VNQ can confirm any sort of sustained price action above the $105.77 price level on the daily and weekly time frames, fireworks could be in store for the REITs sector of the market. It should be mentioned that VNQ's price action has not properly back-tested the always important .786 fib level ($99.35) I have plotted here. So a pull back to this level before having enough juice to push decisively through the all time high would not be out of the ordinary. On the flipside, if the VNQ can get a close above the major level we are at this week, a setup for price to run to $124 could be in the cards in the not-so-distant future.
AMEX:VNQLong
by TradeVibez
EXPI Just tested supportJust tested support around 32 dolla. Our avg price is $25. We closed green today as the thumb of God helped us with support. While inflation persists, if Real estate is set to continue it's trend , this stock should continue to correlate positively. EXPI's Return on Equity is forecast to be high in 2 years (32.49%); analysts are confident in the firm's ability to efficiently generate return on equity/ROI for investors. Tom White from DA Davidson also maintains a target price of $62. Let's watch this unfold. Covered calls are also an option. (disclaimer not financial advice, just opinion based on fundamentals and technical analysis)
NASDAQ:EXPILong
by jackohgorman
4
$Z HUGE upside*Before reading the information in this please understand the risks associated with both the stock market and investing as a whole. ALWAYS do your own research; invest with conviction, rather than emotion.* *Please understand I am in no way a professional and offering investment advice, all ideas shared are simply opinion.* *I work with a team of individuals that does research into potentially undervalued publicly traded companies. We use a mix of fundamental and trend analysis to formulate a trading plan for our securities.* I heard any interesting fact from a relative this past week; going forward, there will be no new-house listings under $300,000 in my city of Charlotte, NC. I did some research on that in my free time, and found that he was 100% correct. The housing market is oversaturated currently, both locally to me and nationally; there are more buyers than sellers. This oversaturation is causing any houses "worth buying" to be sucked off the market within a week of being listed; sometimes closing same-day! This paradox of houses closing sales so much quicker than average is a family may be able to sell their house within a week of listing, but unless said family has another residence lined up, they face the same trials and tribulations buyers currently face in the market; finding a good house before a sale is reached. This holds many families, including my own, from selling their house. Being a buyer in the housing market in its current state is nothing short of a headache. On the opposite end of the coin, Zillow ($Z) is doing more than helping consumers in the housing market find houses for sale, as well as apartments for rent. This information-technology company is actively buying property all over the United States, offering cash for consumers' houses. Zillow also has recently unveiled their own team of real estate agents, allowing Zillow to buy (and a lot of times flip) land and property and sell them directly to their customers through their real estate team, rather than agents reaching private agreements with landowners to sell. Zillow's operations are set up thrive in current real estate market conditions, they are making the home and property buying processes seamless for their customers. Zillow had total revenue of $1.22B in 2021 Q1, where industry average was $268M; their Q1 net income $51.96M compared to industry average $5.94M. Zillow appears to be “leaps and bounds” ahead of their competition. $Z saw an all-time high share price of $208, and currently sits at a price of $115.29. Zillow could have seen their struggles on the chart this year due to the metal and lumber price spike, as well as the buying conditions listed earlier. Construction supply prices are coming back to normal, and Zillow’s recent announcement of their team of real estate agents is set to help consumers on the buying side of the real estate market. These two factors could allow for Zillow to formulate a reversal. I like buying $Z at this price level a lot, the fact that it has hit a share price of $200 in 2021 shows the stock has potential to go back to that price level. I am hunting an entry this week there is active support at the $100 price point, and I am seeking a long-term entry in the $105-$110 range. Price points are as follows: ENTRY: $107.50 STOP LOSS: $100 TP1: $160 TP2: $200 There is 81% upside on this trade, and a 9 risk-reward ratio (!!!). This is a very high potential, low-risk trade that could potentially double in a medium-term holding. I like Zillow as a long-term hold, and think securing an entry after this dip from $200 has potential to reward an individual for the next few years. Be sure to follow me @bigshotrob for future updates and posts.
NASDAQ:ZLong
by tradebuckets
1