tag:blogger.com,1999:blog-28838839.post1912586395114488749..comments2024-03-28T20:38:41.305+08:00Comments on 市場先生自語: 內銀股升得有道理市場先生http://www.blogger.com/profile/16233063454441287643noreply@blogger.comBlogger17125tag:blogger.com,1999:blog-28838839.post-61171472091030553312009-10-29T19:24:24.374+08:002009-10-29T19:24:24.374+08:00Dear mr Market :
please comment on the value of #1...Dear mr Market :<br />please comment on the value of #1155? Thank you very much<br /><br />http://www.cyberquote.com.hk/Phillip/quote_company.asp?ReportDate=20091028Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-57288355967778447782009-10-28T03:06:58.447+08:002009-10-28T03:06:58.447+08:00谢谢市场先生的指教,我会努力的.看到每天那麽多人上您的blog,真的觉得您很不简单.敢问您的blog...谢谢市场先生的指教,我会努力的.看到每天那麽多人上您的blog,真的觉得您很不简单.敢问您的blog一开始就这么多人吗?wsc1960https://www.blogger.com/profile/11443659730594181034noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-47690179809461108882009-10-27T23:12:59.524+08:002009-10-27T23:12:59.524+08:00銀行股業績得果10%左右, 數字相當一般, 但看看個撥備coverage rate 成200%, 就...銀行股業績得果10%左右, 數字相當一般, 但看看個撥備coverage rate 成200%, 就知其實係比銀監老屈之下既業績, 下年回撥機會好大。會計仔http://accountboyhk.mysinablog.com/noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-88922383117584556122009-10-27T22:40:15.752+08:002009-10-27T22:40:15.752+08:00回應wsc1960 : 你睇我之前的文章就會明白多D.
回應無名氏: 選中行業也要選股.回應wsc1960 : 你睇我之前的文章就會明白多D.<br /><br />回應無名氏: 選中行業也要選股.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-76116762148382831092009-10-27T00:46:40.455+08:002009-10-27T00:46:40.455+08:00"金融股是好的投資" 是否只談內銀? 美國銀行股如'花旗'和&#..."金融股是好的投資" 是否只談內銀? 美國銀行股如'花旗'和'美銀'不見得是好投資.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-2233222122433213452009-10-26T18:02:43.751+08:002009-10-26T18:02:43.751+08:00what means loan mix, Tier1, TCE, NPL, LLR ?what means loan mix, Tier1, TCE, NPL, LLR ?wsc1960https://www.blogger.com/profile/11443659730594181034noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-54522798032071020222009-10-26T17:57:17.281+08:002009-10-26T17:57:17.281+08:00回應若缺齋老人: 非常同意, 經濟起飛銀行業未必是受惠最大的, 但一定會是受惠者之一.
回應Chi...回應若缺齋老人: 非常同意, 經濟起飛銀行業未必是受惠最大的, 但一定會是受惠者之一.<br /><br />回應Chi Yu Jack : 我的親身經驗, 金融股是好的投資.<br /><br />回應Hungry investor: 民生銀行我有興趣.<br /><br />回應WT: 2628現價算是合理, 但並非太平. <br /><br />回應wsc1960 : 銀行股睇loan growth, loan mix, credit quality, NIM, ROA, ROE, Tier 1, TCE, NPL, LLR等等. <br /><br />回應小象: 要睇新業務增長率和新業務利潤率.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-29226160555882542632009-10-26T15:22:06.892+08:002009-10-26T15:22:06.892+08:00先生, 我想問一問保險股, 為何市場接受中人壽3倍以上EV , 但宏利卻是1倍EV樓下呢 ?先生, 我想問一問保險股, 為何市場接受中人壽3倍以上EV , 但宏利卻是1倍EV樓下呢 ?小象noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-48932888089017926482009-10-26T11:45:31.252+08:002009-10-26T11:45:31.252+08:00金融股的股值方法似乎与其它股票有点不同,敢问市场先生,您个人比较注重那些指标或数据?金融股的股值方法似乎与其它股票有点不同,敢问市场先生,您个人比较注重那些指标或数据?wsc1960https://www.blogger.com/profile/11443659730594181034noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-29074842405240858192009-10-26T09:24:16.307+08:002009-10-26T09:24:16.307+08:00How about 2628? Is it a good time to buy 2628 now...How about 2628? Is it a good time to buy 2628 now? Please advise!WTnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-83052574732486726372009-10-26T09:09:42.017+08:002009-10-26T09:09:42.017+08:00我完全同意先生之看法!
深信第三及第四季,小型銀行如招行及信行增長較顯著!我完全同意先生之看法!<br />深信第三及第四季,小型銀行如招行及信行增長較顯著!Mr.Wronghttp://hk.myblog.yahoo.com/genius13_hk/noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-58489009284021926872009-10-25T22:32:09.894+08:002009-10-25T22:32:09.894+08:00Dear Mr. Market:
Do you think coming up IPO Ming ...Dear Mr. Market:<br /><br />Do you think coming up IPO Ming Seng bank also a good growth bank compare to 3968? Ming Seng bank better than 3328? <br /><br />Thank from Hungry investor.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-66580035166231245652009-10-25T22:30:44.150+08:002009-10-25T22:30:44.150+08:00Dear Mr Market:
What do you think coming up IPO M...Dear Mr Market:<br /><br />What do you think coming up IPO MING SENG Bank? Izzit a good choice for long term investment? Kindly tell me. From Hungry Investor.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-78996569648843374542009-10-25T22:17:19.903+08:002009-10-25T22:17:19.903+08:00金融公司走勢與股市的走勢有典型自我加強的趨勢。銀行尤其是受政府控制的內地銀行應該是最穩健的了。金融公司走勢與股市的走勢有典型自我加強的趨勢。銀行尤其是受政府控制的內地銀行應該是最穩健的了。TPT Jackhttps://www.blogger.com/profile/01540526624974052462noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-66820267080994573652009-10-25T21:30:18.161+08:002009-10-25T21:30:18.161+08:00銀行股好處係:內地點飛都總有行業飛唔起,但只要整體經濟向上銀行一定少不了。銀行股好處係:內地點飛都總有行業飛唔起,但只要整體經濟向上銀行一定少不了。若缺齋老人https://www.blogger.com/profile/17734252599025143085noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-54139737838872703832009-10-25T21:03:24.464+08:002009-10-25T21:03:24.464+08:00回應翠兒: 我唔認為20元的招行估值偏高, 供股攤薄股本回報只是短暫, 長遠要看公司如何運用新增的資...回應翠兒: 我唔認為20元的招行估值偏高, 供股攤薄股本回報只是短暫, 長遠要看公司如何運用新增的資本.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-28457779355818062542009-10-25T14:45:51.357+08:002009-10-25T14:45:51.357+08:00我個人持有很大量的內銀股。
但20元沽出招行,我認為估值高,你認同嗎?
加上供股攤薄股本回報,我寧願...我個人持有很大量的內銀股。<br />但20元沽出招行,我認為估值高,你認同嗎?<br />加上供股攤薄股本回報,我寧願在高價沽出少許買人仔,並等待機會出現。翠兒noreply@blogger.com