還不錯但有不同觀點
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“感謝Frank分享，但Mall REITS跌的多有他的原因，以龍頭SPG來看，前十大租戶跟Anchor這次疫情都影響很重，不乏瀕臨破產的零售業，更包含無法開業的餐廳，更糟的狀況，租戶率太低會引發co-tenancy條款，租戶會出走，零售走線上的趨勢是很確定的，Mall REITS短期太具挑戰性。”
熬夜加班看報告 via Apple Podcasts ·
Taiwan ·
05/29/20
More reviews of 財報狗 - 掌握台股美股時事議題
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“第一集來賓Jeff談的內容因為是台股為主，聽起來特別有感覺，第二、三集的來賓則帶來不一樣的投資世界，讓人耳目ㄧ新，很有趣也很有啟發性，主持人講話超快，要認真聽，但提的問題多元，和來賓的活動活潑，有認真準備。這是一個很好的投資節目，讓我收穫滿滿，謝謝財報狗。”
小小農 via Apple Podcasts ·
Taiwan ·
06/17/20
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