Haircut一半夠未?

leocyber
leocyber
Sep 3, 2018 · 3 min read

族長不想長詳分析,暫時噏住幾句及讓大家知道Repo的重要性和大鱷專業評估不會低估及做足功課有備以來,這份Report都不用甚麼深奧專業的知識都明白!好了!簡略:問過 D Accountant高手,教了幾招散手睇古惑嘢,其中一項是Footnotes和Memo items, 一看就知唔方好嘢啦 !(1)IV Memo items ; Swaps〈-1〉,族長斷估(正面的)是明知息口一定上的,所制定Hedge borrow Cost的合理舉動,但願如此;(d)項的Note 11、12及13是投機者最關心的數字,由於族長是nobody和outsider無法完全理解Full picture,不敢亂講,不過「攞命」擺出來的data算是穩健,四平八正,份嘢是8月底的,有參考價值的。

再睇Item 7和Item 9 II都知道死硬,做定大鱷D點心;而“Pledged assets included reserved assets”表面上是reverse repos的一部份,但連item…

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