Posted by kakashit > 2016-09-05 12:37 | Report Abuse

问题是Masteel的流动资产债务比为1，要偿还银行的短期贷款足足有300m，营运现金流也不过是20m，现金流可谓非常吃紧。

如果纯粹依赖铁价回升实在是如同悬崖走钢索，随时一命呜呼。

重点是短期贷款是长期贷款的5倍，证明银行也不敢随便放长贷给Masteel。

银行尚且没有信心能够收回Masteel的账，更何况是我们投资者

Posted by maomaochong > 2016-09-05 12:44 | Report Abuse

消息的

Posted by maomaochong > 2016-09-05 12:58 | Report Abuse

很好的分析，贊！

Posted by m00077 > 2016-09-06 15:55 | Report Abuse

kakashit, how do you know bank has no confident to collect the debts of MASTEEL . From which source you got this info? Happy to share this info. Tq.