DRust

    • DRustDRust
      ·10-09
      $COUNTRY GARDEN(02007)$ Lovely consolidation~ I smell next pump breaking new high HKD0.9 [Miser]  [Miser]  [Miser]  
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    • DRustDRust
      ·04-27
      $COUNTRY GARDEN(02007)$ Country Garden (02007. HK) intends to sell a total of about 11% of shares of Blue Arrow Aerospace for $180million!? WOW [666]  means they have $1.45billion worth of shares remaining on hand they can dispose any time; That could easily pay off another 10 projects construction cost. It's underated to know that Country Garden possess more assets to debt ratio. With government liquidity, this is going to be one of the best company to invest in. 
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    • DRustDRust
      ·03-31
      $COUNTRY GARDEN(02007)$ In 2024, Country Garden completed 380,000 delivery sets. No other real estate company came close to CG in terms of build capability and capacity. Home quality has also improved dramatically due to investment & research of new technology. In the ranking of delivered real estate enterprises in 2024, Country Garden delivered 380,000 sets, surpassing Zhonghai and Rongchuang (01918. HK), Poly Development (600048. SH), Green City (03900. HK), Vanke (000002. SZ) and others ranked first in the list.
      2.46K2
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    • DRustDRust
      ·03-30
      $COUNTRY GARDEN(02007)$ As of December 31, 2024, the total assets of the group were as high as 1.0358 trillion yuan, higher than the total liabilities, and the net assets were still 51.3 billion yuan. [Miser]  Debt shrinked by 82.5% and OpEx effectively reduced. With debt structuring deal to conclude, why would anyone miss this golden opportunity to 3x within 1 year? FOMO kicking in soon.
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    • DRustDRust
      ·03-03
      $COUNTRY GARDEN(02007)$ Think long term, ignore short term noise. Debt restructuring agreement is an evetual thing, boils down to terms and negotiation. What's more important is Government policy enhancement & fiscal support to promote housing takeup rate across China 🇨🇳[Miser]   Near term target surely break $1.00 Long term target may squeeze to $2.5 to $3.00
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    • DRustDRust
      ·01-27
      $COUNTRY GARDEN(02007)$ Incoming GAMESTOP-like squeeze will trap those fund managers shorting Country Garden in panic [ShakeHands]  Good luck to them covering their positions...
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    • DRustDRust
      ·01-25
      $COUNTRY GARDEN(02007)$ Great news [666]  100% delivery completion in 2024 where all projects fully handed over to owners, >30% of which were ahead of schedule by 3 months. Debt restructuring expected to finalize agreement in Feb. Government to introduce additional stimulus & sharpens policy to improve new home buyers confidence & sentiment[Heart]  
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    • DRustDRust
      ·01-21
      $COUNTRY GARDEN(02007)$ Target HKD$3.00. I'm serious stock squeeze happening until Feb. As soon as foreign debtors agree to debt consolidation offerings & government fresh stimulus with policy adjustment aiding real estate.
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    • DRustDRust
      ·01-10
      Country Garden likely will crown as best performing asset in 2025. We are looking at 5X-8X easily $COUNTRY GARDEN(02007)$ Well done to the restructuring team. China government & banks will fully back this movement to fuel property market turnaround. 

      China's Country Garden proposes deal to restructure $10.3 bln offshore debt

      UPDATE 1-China's Country Garden proposes deal to restructure $10.3 bln offshore debtUpdates with more detail on restructuring proposal in paragraphs 3 and 4, and background paragraph 5 onwards
      China's Country Garden proposes deal to restructure $10.3 bln offshore debt
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    • DRustDRust
      ·2024-12-04
      $COUNTRY GARDEN(02007)$ Current marketcap 13.57B. Total equity already 28B +. Monthly sales 3B. I don't think we need calculator or a degree to assess this opportunity. 🌻 As property market recover this ticker is a beast. 
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