tag:blogger.com,1999:blog-28838839.post2494474792790077975..comments2024-03-28T20:38:41.305+08:00Comments on 市場先生自語: 資產折讓與股息兼備 163 英皇國際市場先生http://www.blogger.com/profile/16233063454441287643noreply@blogger.comBlogger22125tag:blogger.com,1999:blog-28838839.post-12504805866328374002014-11-30T21:59:39.260+08:002014-11-30T21:59:39.260+08:00多謝你善意的批評.多謝你善意的批評.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-30936936883523590062014-11-30T21:58:40.904+08:002014-11-30T21:58:40.904+08:00296都OK, 163持有62.67%的296.296都OK, 163持有62.67%的296.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-32707959802822541422014-11-30T12:41:08.031+08:002014-11-30T12:41:08.031+08:00已忘記已忘記Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-34044326715528635972014-11-29T13:57:58.616+08:002014-11-29T13:57:58.616+08:00我比較直接,今年以來不斷吸納0296英皇娛樂酒店,因為在下是澳門人,296的低估值和大折讓,加上賭博...我比較直接,今年以來不斷吸納0296英皇娛樂酒店,因為在下是澳門人,296的低估值和大折讓,加上賭博業務帶來的現金流,的確從眾多賭股中隱隱發光Anonymoushttps://www.blogger.com/profile/17259201873977320350noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-47745014662315556752014-11-29T12:08:18.181+08:002014-11-29T12:08:18.181+08:00可能對blog 主有冒犯,但都要講幾句,以前的市場先生自稱價值投資信徒,但就強調有買貴無買錯,$12...可能對blog 主有冒犯,但都要講幾句,以前的市場先生自稱價值投資信徒,但就強調有買貴無買錯,$120以上的hsbc照話抵買,我仲記得先生話要儲十萬股hsbc, 當年睇梗係覺得好勁,津津有味。<br />其後一個大浪,連獅子也要倒下,係咪價值投資已死?非也,因當年的先生忘了巴老的訓示,safety of margin, 亂揮桿,盲目買入金融股。<br />現在看到先生勇於求變,挑選雪茄屁股,低價買入,耐心等待機會就揮棒,價值投資不就是如此嗎?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-59543574081102593022014-11-29T10:23:54.325+08:002014-11-29T10:23:54.325+08:00如果只有兩類人, 那麼我應該是第一類.如果只有兩類人, 那麼我應該是第一類.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-48234828922636100792014-11-29T10:22:44.341+08:002014-11-29T10:22:44.341+08:00你選中222的確好眼光.你選中222的確好眼光.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-57877419867460133862014-11-29T07:53:04.654+08:002014-11-29T07:53:04.654+08:00我也同意止凡兄所說,老實說,推介此股的只有兩類人,一就是新手初哥,好似十幾年前嘅我,只要有高回報,什...我也同意止凡兄所說,老實說,推介此股的只有兩類人,一就是新手初哥,好似十幾年前嘅我,只要有高回報,什麽股都照炒一通,第二類之前也説過,簡單一句就是有錢袋就幫你吹吹風,我暫時看不到有第三類,市場先生是那類我就不知了,但估計已經泊到好碼頭,根據最近的文章,我估計這個網誌的作者已暫時換了人,好像東尼的網誌由艾薩寫那樣。我仍然喜歡翻看以往那個市場先生的兩本書,繼續持有已經買了5,6年差不多返家鄕的中人壽。Manfred_1234https://www.blogger.com/profile/09474207258789225563noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-85739513020726925282014-11-28T19:46:30.735+08:002014-11-28T19:46:30.735+08:00中金:市賬率1倍以下內銀會被「消滅」
http://www2.hkej.com/instantnew...中金:市賬率1倍以下內銀會被「消滅」<br />http://www2.hkej.com/instantnews/stock/article/944278/%E4%B8%AD%E9%87%91%3A%E5%B8%82%E8%B3%AC%E7%8E%871%E5%80%8D%E4%BB%A5%E4%B8%8B%E5%85%A7%E9%8A%80%E6%9C%83%E8%A2%AB%E3%80%8C%E6%B6%88%E6%BB%85%E3%80%8D<br /><br />曾淵滄專欄:信行H股遲早發圍<br />http://hk.apple.nextmedia.com/financeestate/art/20141128/18950244<br /><br />信行內地A股今天脹停板,收人民幣6.11元(港幣7.71元)。<br />早期買的內銀222和998, 總算幫我賺了一些錢。 <br />如果無信心就唔好買, 富貴險中求。<br /><br />LouisAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-27894107035539433062014-11-28T10:10:10.049+08:002014-11-28T10:10:10.049+08:00此文最後一句是重點。此文最後一句是重點。狗股小子https://www.blogger.com/profile/09157066196421309514noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-74618461676571452162014-11-27T22:10:22.395+08:002014-11-27T22:10:22.395+08:00如果無信心就唔好買.如果無信心就唔好買.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-1908337275026104842014-11-27T22:09:37.752+08:002014-11-27T22:09:37.752+08:00只持有163.只持有163.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-48100650149737487672014-11-27T22:09:11.782+08:002014-11-27T22:09:11.782+08:00其實近幾年英皇的派息, 比不少公司都好.其實近幾年英皇的派息, 比不少公司都好.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-35362236597297034772014-11-27T22:08:28.209+08:002014-11-27T22:08:28.209+08:00只要英皇維持派息我會繼續持有. 其實近年大股東的派息, 比不少公司都好.只要英皇維持派息我會繼續持有. 其實近年大股東的派息, 比不少公司都好.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-86486102374285690012014-11-27T19:41:58.411+08:002014-11-27T19:41:58.411+08:00呢一系同新世界一擔擔,留番俾其它有緣人!呢一系同新世界一擔擔,留番俾其它有緣人!ricky168bnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-35913738130702669122014-11-27T13:15:57.960+08:002014-11-27T13:15:57.960+08:00有冇英皇持股?有冇英皇持股?starwilhkhttps://www.blogger.com/profile/11244278455601220233noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-40071339376616976242014-11-27T11:54:36.939+08:002014-11-27T11:54:36.939+08:00英皇系的估值低於同業一大截,某程度係源於大股東的名聲.....
但這些折讓正正是英皇系的吸引力.....英皇系的估值低於同業一大截,某程度係源於大股東的名聲.....<br /><br />但這些折讓正正是英皇系的吸引力......Yanhttps://www.blogger.com/profile/01148116994548759098noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-36236828497101526382014-11-27T11:22:35.741+08:002014-11-27T11:22:35.741+08:00對其大股東的確不大信心,還是算了吧。對其大股東的確不大信心,還是算了吧。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-29689680222977027602014-11-27T09:58:59.671+08:002014-11-27T09:58:59.671+08:00等緊0.5元增持.等緊0.5元增持.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-16766991677396987162014-11-27T09:58:22.100+08:002014-11-27T09:58:22.100+08:00163的大折讓, 部分原因可能反映對香港樓市的憂慮. 717都是我有興趣的股票, 雪球有個功能, 可...163的大折讓, 部分原因可能反映對香港樓市的憂慮. 717都是我有興趣的股票, 雪球有個功能, 可以關注一些有興趣的股票, 我已經係雪球自選股加了一些有興趣研究的股票, 717是其中一支.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-45091678153341178422014-11-27T09:51:52.313+08:002014-11-27T09:51:52.313+08:00先生, 298 莊士中國剛出業績, 有何睇法? 及會否增持?先生, 298 莊士中國剛出業績, 有何睇法? 及會否增持?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-52518989669829809712014-11-26T23:58:58.143+08:002014-11-26T23:58:58.143+08:00從296,708的表現來看.大股東可信度大大增加
不過香港樓市有點位高勢急,717可能比163更為...從296,708的表現來看.大股東可信度大大增加<br /><br />不過香港樓市有點位高勢急,717可能比163更為可取<br /><br />(同樣估值低,息率不俗)Yanhttps://www.blogger.com/profile/01148116994548759098noreply@blogger.com