tag:blogger.com,1999:blog-2176979440585416248.post2314214380935888158..comments2024-03-27T13:33:11.706+08:00Comments on 巴黎的價值投資: 匯控業績簡評巴黎http://www.blogger.com/profile/09026111255713306999noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-2176979440585416248.post-21301730276120741452017-02-23T08:15:13.107+08:002017-02-23T08:15:13.107+08:00不是很好,但沒有市場看得那麼差不是很好,但沒有市場看得那麼差IG小子https://www.blogger.com/profile/11436223604735579482noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-39265017363927236822017-02-22T19:18:00.191+08:002017-02-22T19:18:00.191+08:00我不敢說匯控特別好,它佔我組合份量比較内銀也不高,但如果未有更有信心的,收股息也不錯,因為它囘購始終...我不敢說匯控特別好,它佔我組合份量比較内銀也不高,但如果未有更有信心的,收股息也不錯,因為它囘購始終股價會有支持的。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-50236791506317963142017-02-22T19:14:49.484+08:002017-02-22T19:14:49.484+08:00這是眾人的希望,但要耐心一點。這是眾人的希望,但要耐心一點。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-44068901421574425582017-02-22T19:13:52.358+08:002017-02-22T19:13:52.358+08:00匿名兄眼利,請下次留名方便討論。
我再番看也留意到Treasury Stock放在很鬼馬的地方,也可...匿名兄眼利,請下次留名方便討論。<br />我再番看也留意到Treasury Stock放在很鬼馬的地方,也可能匯控第一次囘購不習慣。<br />它的EPS,NAV說excluding Treasury Stock, 因此上文的計算是要再調整一下。<br />可以想象,市場再公佈後這麽短時間便下跌5%,到底有多小是沒有看清楚而沽貨?巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-52906505974688626962017-02-22T19:07:45.253+08:002017-02-22T19:07:45.253+08:00謝謝Forest兄謝謝Forest兄巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-18730348598175649212017-02-22T16:20:27.438+08:002017-02-22T16:20:27.438+08:00回購股份並冇注銷 請留意
而且上年回購係有大折讓所以係好既做法
宜家股價冇折讓既情況下回購唔注銷好處...回購股份並冇注銷 請留意<br />而且上年回購係有大折讓所以係好既做法<br />宜家股價冇折讓既情況下回購唔注銷好處其實不大Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-37830706976995036142017-02-22T09:58:09.743+08:002017-02-22T09:58:09.743+08:00巴黎兄的看法與小弟不謀而合巴黎兄的看法與小弟不謀而合IG小子https://www.blogger.com/profile/11436223604735579482noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-31903069589366414482017-02-21T22:01:11.916+08:002017-02-21T22:01:11.916+08:00巴黎兄,分析得好有組織同邏輯,勁👍巴黎兄,分析得好有組織同邏輯,勁👍Anonymoushttps://www.blogger.com/profile/16270286263276170892noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-62648901106470453572017-02-21T22:01:11.273+08:002017-02-21T22:01:11.273+08:00股息已打底收硬,我反而期望利息上升而帶動股價,重回價值。😎股息已打底收硬,我反而期望利息上升而帶動股價,重回價值。😎自由一千萬https://www.blogger.com/profile/15886409270425599792noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-14423927443729429702017-02-21T21:42:44.478+08:002017-02-21T21:42:44.478+08:00比較一下十年來的股價,就算是這幾個月大升的美國銀行股也是勁落後,
在利息走上之時,銀行股應該是組合中...比較一下十年來的股價,就算是這幾個月大升的美國銀行股也是勁落後,<br />在利息走上之時,銀行股應該是組合中一個重要成員,如果真的能增派股息,那肯定是天大的好消息。巴黎https://www.blogger.com/profile/09026111255713306999noreply@blogger.comtag:blogger.com,1999:blog-2176979440585416248.post-51529037673951343502017-02-21T21:24:54.291+08:002017-02-21T21:24:54.291+08:00有返七八厘就爽死。話哂黎緊有加息机僲。有返七八厘就爽死。話哂黎緊有加息机僲。自由一千萬https://www.blogger.com/profile/15886409270425599792noreply@blogger.com