※ 引述《Tox (建立被动收入扑满)》之铭言：
: 之前所写购物商场其他相关文章 供参考
: https://www.ptt.cc/bbs/Stock/M.1603458088.A.605.html
: https://www.ptt.cc/bbs/Stock/M.1607149885.A.F2F.html
: 我个人是觉得此时不便宜，虽然也不贵，但是肉普通而已
: 我其中一个户头先卖了一些了 随意挂了一个不可能的价格21
: 醒来居然成交了
: http://i.imgur.com/GU7JhNr.jpg
最近一些事件让我觉得经营者能力真的ooxx，让MAC这种A级Mall股价上不大去
(SKT是B级mall 股价已经上去)
而且动不动就有一些小道消息说贷款谈判没有很顺，这类谣言经营者应该大力澄清。
去年12月 经营者有些钱乱花
https://www.phillyvoice.com/
fashion-district-owner-preit-macerich-philadelphia-bankruptcy-deal/
缩网址 https://tinyurl.com/58y6t6fj
As part of the deal, Macerich paid off $100 million of the $301 million PREIT
owes in property debt to Wells Fargo, according to the Inquirer. PREIT, which
emerged from bankruptcy last week, will surrender control of most major
operations, though the companies will retain their 50/50 partnership.
这个物产MAC与PEI各持有50%的所有权，去年底PEI财务很不妙，
MAC去帮忙付了一亿美金，却....没增加所有权，只多了主导权。
钱不该是这样花的吧~
https://www.prnewswire.com/news-releases/
macerich-substantially-improves-and-clarifies-liquidity-position-301256554.
html
Mar 26, 2021
缩网址 https://tinyurl.com/2vmp8d4w
Today, the Macerich Company (NYSE: MAC, the "Company") announced certain
major capital events and other updates.
Through March 25, 2021, the Company has sold 36.0 million shares of common
stock under its "at the market" equity program at a weighted average price of
$13.54 per share, generating gross proceeds of approximately $487.3 million.
As of March 25, 2021, approximately 1.0 million shares remain available to be
issued under the program.
The Company is under contract to sell a 95% interest in Paradise Valley Mall,
a non-core asset in Phoenix, AZ, for $100 million to a newly formed joint
venture. The transaction is expected to close in late March 2021, and is
anticipated to generate net proceeds of approximately $95 million to the
Company. The Company will retain a 5% joint venture interest in this
multi-year redevelopment.
之前负债比微偏高的的问题:15亿美金的贷款,
透过发行增资股约每股 13.5 来筹资 (原本帐上也有四五亿美金) 还有卖掉一些资产
经营者的操作不大漂亮
MAC偏低的价格, 其实可以洽特定人增资, 溢价20%以上甚至30%，每股15以上筹资,
这样股权稀释也会少一点
因为股权会稀释20%以上，因此每股FFO也会往下掉，因此股价要上20没那么简单。
我的持有成本不高，所以年底或者明年初，不论价格多少，我会获利了结。