tag:blogger.com,1999:blog-28838839.post6208114830137266294..comments2024-03-28T20:38:41.305+08:00Comments on 市場先生自語: 安枕無憂的永久組合市場先生http://www.blogger.com/profile/16233063454441287643noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-28838839.post-1785010721699509362008-06-05T21:24:00.000+08:002008-06-05T21:24:00.000+08:00回應茶餐廳老板: 多謝留言.回應Nelson: 在中銀月供股票幾抵, 我供5隻股票共15,000蚊,...回應茶餐廳老板: 多謝留言.<BR/><BR/>回應Nelson: 在中銀月供股票幾抵, 我供5隻股票共15,000蚊, 費用只係50蚊. 月供對象可以從我的永久組合中選擇: 5, 945, 2318, 2628, 3328, 3968.<BR/><BR/><BR/>回應wl:你的提議幾好, 遲d有時間可以試下市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-44244014958687582082008-06-02T23:34:00.000+08:002008-06-02T23:34:00.000+08:00Dear Mr. Market,Why not set up your portfolio like...Dear Mr. Market,<BR/><BR/>Why not set up your portfolio like a fund with fund price ? Say for example, now your asset value is ~4279830, set your fund price as $1 and there are 4279830 unit. This will give a better picture of how your portfolio perform compared with the index.<BR/><BR/>Regards,<BR/>WLAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-15737757620632161322008-05-30T10:12:00.000+08:002008-05-30T10:12:00.000+08:00Mr. Market,Just want to know which bank you are us...Mr. Market,<BR/><BR/>Just want to know which bank you are using for setting up your saving plan of HK stocks. If I want to set up a long term saving plan like yours, please suggest what shares I can subscirbe now.<BR/><BR/>Many thanks.<BR/><BR/>NelsonAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-6679737493844461192008-05-30T00:01:00.000+08:002008-05-30T00:01:00.000+08:00國壽洽購永亨呢件事,我而家只係諗到5個理由,點解2628買永亨銀行,1. 要幫國家外匯洩洪;2. 準...國壽洽購永亨呢件事,我而家只係諗到5個理由,點解2628買永亨銀行,<BR/><BR/>1. 要幫國家外匯洩洪;<BR/><BR/>2. 準備收購國內/國外銀行 - 借今次收購機會吸收經驗. 順便吸收一些真正既國際管理人才既經驗(但係永亨現時好似唔多), 方便將來向外闖, 亦可以做佢既金融平台<BR/>3. 現價PE 永亨平過永隆, 管理質素大家差唔多的話, 點解要買貴貨先?林森池大師講過, 銀行的盈利能力先至重要, 賬面值最有用的時候是清盤/賣盤的時候。<BR/><BR/>28/5/2008<BR/>永亨最新價: $110.207每股賬面值: $35.55, PB: 3.1; 每股盈利: $6.89, 市盈率: 15.99<BR/>永隆最新價: $140.5, 07每股賬面值: $53.75, PB: 2.6; 每股盈利: $5.91, 市盈率: 23.77<BR/><BR/>盈利能力呢方面永亨強過永隆好,所以值得收購。<BR/>(其實我都而家唔明點解招行要用3倍買一間盈利能力唔高既銀行??)<BR/><BR/>4. 參考過DBS用3倍PB收購道亨經驗, 收購後之後好快有錢賺.<BR/><BR/>5. 永亨目前由馮鈺斌家族持有約 21.3%權益,國壽既不用全部收購, 又可有港澳一間銀行既話事權, 又可以以永亨嘅名義擴充大陸嘅銀行生意.<BR/>用60億既錢可以完全控制一間銀行, 抵啦!!!<BR/><BR/>為長遠發展,收購銀行生意係必經之路。而家唔做幾時做阿??(即使無協同效益)<BR/><BR/>茶餐廳老板茶餐廳老板https://www.blogger.com/profile/11374640032428830927noreply@blogger.com