盲目涌入新加坡建筑业热潮,部分投资者或将血本无归
现在入场的投资者,不再是投资于行业热潮,而是在押注这些公司的成本管理能力
本文由AI辅助翻译
多年来,新加坡建筑业一直是本地股市中众所周知的“丑小鸭”——这是一个混乱且利润率低的行业,饱受劳动力短缺、原材料成本波动以及疫情期间项目延误的持续影响所困扰。
因此,投资者很自然地更青睐银行股的稳定股息,或是新加坡上市房地产投资信托(S-Reits)的防御性吸引力。
但如今再看市场表现,情况已发生巨变,其转变速度之快犹如高速运转的起重机。
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