tag:blogger.com,1999:blog-28838839.post8902837510608189137..comments2024-03-28T20:38:41.305+08:00Comments on 市場先生自語: 匯豐2010年業績和估值分析(一)市場先生http://www.blogger.com/profile/16233063454441287643noreply@blogger.comBlogger17125tag:blogger.com,1999:blog-28838839.post-52151156498161874292011-03-30T21:14:37.422+08:002011-03-30T21:14:37.422+08:00回應Kevin : 2601 > 966. 遲D我會寫966和2601的分析報告.回應Kevin : 2601 > 966. 遲D我會寫966和2601的分析報告.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-5886052339514508152011-03-28T21:44:17.818+08:002011-03-28T21:44:17.818+08:00To: Mr. Market
May I know 966 & 2601 which ...To: Mr. Market<br /> May I know 966 & 2601 which one u like better and what are their resonable or target prices. <br /> thank you so much & wish your baby healthy<br />KevinAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-37723652115618807732011-03-27T01:16:20.191+08:002011-03-27T01:16:20.191+08:00Thank you Mr. Market. I sincerely await your analy...Thank you Mr. Market. I sincerely await your analysis of China Life Insurance.<br /><br />DizzyAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-3069635002438076662011-03-26T22:43:13.760+08:002011-03-26T22:43:13.760+08:00回應無名氏:
受A股影響=> yes, 對業績絕對有影響
競爭太大 => it is ...回應無名氏: <br />受A股影響=> yes, 對業績絕對有影響<br />競爭太大 => it is bullshit, 當年股價由5蚊升到50蚊, 難道行業競爭唔大?市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-40151788772062813962011-03-26T22:22:41.201+08:002011-03-26T22:22:41.201+08:00Mr Market,
希望你分析完 HSBC 後,再分析一下 2628 持續的弱勢會否改變。(已低...Mr Market,<br /><br />希望你分析完 HSBC 後,再分析一下 2628 持續的弱勢會否改變。(已低沉了兩年)。有些人說受 A 股響,有些說競爭太大。<br /><br />希望聽到你的分析。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-57805093615146006532011-03-26T17:01:17.833+08:002011-03-26T17:01:17.833+08:00Please comment,
中國的保險業競爭太激烈,有公問增加經紀回佣搶其它公司的客戶,這是保險...Please comment,<br />中國的保險業競爭太激烈,有公問增加經紀回佣搶其它公司的客戶,這是保險業的自殺行為,但這種惡性競爭一旦開始,就很難停下來,所謂償付充足比例大幅下降,就是收了保費以後,扣除開支 (經紀佣及行政開支) 可賠付或然賠償的資金比例下降。<br /> 保險業是很難經營的行業,現在看起來在中國更難經營,太多保險公司在市場爭奪,國內的投資環境又差,從中人壽33%資金是定期存款可以看出來,大概過去幾年無論股票還是債券都輸怕了。<br /> 平安保險大力投資深圳發展銀行,要做保險與銀行雙線發展,如果這是出路,投資者何不選擇一隻單純的銀行股呢?<br /> 其它財險公司我更不看好,遲早會賠到虧本,中國整體的保險業在這一刻來看,前景暗淡!Kelvin Khttps://www.blogger.com/profile/01715734376316723965noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-24363064755811635512011-03-26T16:18:00.160+08:002011-03-26T16:18:00.160+08:00回應Kelvin K : 要等分析完兩家公司的業績先下判斷.回應Kelvin K : 要等分析完兩家公司的業績先下判斷.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-17355929762706902542011-03-26T14:04:41.541+08:002011-03-26T14:04:41.541+08:00現價應加碼人壽定平保現價應加碼人壽定平保Kelvin Khttps://www.blogger.com/profile/01715734376316723965noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-89774454858857556322011-03-25T22:22:28.677+08:002011-03-25T22:22:28.677+08:00回應Dizzy : 我唔認為需要以現價沽出2628.回應Dizzy : 我唔認為需要以現價沽出2628.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-34546909315135411732011-03-25T22:02:16.527+08:002011-03-25T22:02:16.527+08:00Mr. Market, I have a significant holding of China ...Mr. Market, I have a significant holding of China Life Insurance 2628. Do you think I should just cut loss and sell them all? If so, what would you recommend me to replace with?<br /><br />Thanks,<br />DizzyAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-56018598199727058422011-03-25T21:01:02.645+08:002011-03-25T21:01:02.645+08:00其實匯豐未來面對最大的挑戰並非來自市場(或生意本身), 而是監管法規.其實匯豐未來面對最大的挑戰並非來自市場(或生意本身), 而是監管法規.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-59510736604873899152011-03-25T20:36:08.687+08:002011-03-25T20:36:08.687+08:00回應無名氏3: 839可以觀察今年業績, 我對它有期望.
回應無名氏4: 基本上楊生講緊美國金融...回應無名氏3: 839可以觀察今年業績, 我對它有期望. <br /><br />回應無名氏4: 基本上楊生講緊美國金融業的問題, 你可以問問華爾街5大投行相關人士對楊生的評論, 看看是否同筆者相似.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-82533866303386073222011-03-25T13:38:42.821+08:002011-03-25T13:38:42.821+08:00為何先生會對「楊衛隆」有如此看法呢? 聽多一個角度的觀點,不是更好嗎? 難道他說的通通都是錯的?為何先生會對「楊衛隆」有如此看法呢? 聽多一個角度的觀點,不是更好嗎? 難道他說的通通都是錯的?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-19271422186294790972011-03-25T10:02:52.978+08:002011-03-25T10:02:52.978+08:00市場先生839天大石油己出業績,純利大倒退.你會否講講?
謝謝!市場先生839天大石油己出業績,純利大倒退.你會否講講?<br />謝謝!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-72670616775208792912011-03-24T22:18:11.201+08:002011-03-24T22:18:11.201+08:00回應無名氏2: 楊衛隆, 一個自以為很了解美國以及金融業的香港行外人, 不值一看.回應無名氏2: 楊衛隆, 一個自以為很了解美國以及金融業的香港行外人, 不值一看.市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-28838839.post-72350511348675919602011-03-24T19:13:46.409+08:002011-03-24T19:13:46.409+08:00你是否太樂觀
請看楊衛隆的"匯豐2012"
他的書充滿對匯豐的負面看法你是否太樂觀<br />請看楊衛隆的"匯豐2012"<br />他的書充滿對匯豐的負面看法Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28838839.post-33114335682193976362011-03-23T09:46:03.448+08:002011-03-23T09:46:03.448+08:00真好,期待下集~
謝謝市場先生!真好,期待下集~<br />謝謝市場先生!Anonymousnoreply@blogger.com