Student: 1098.HK ~ now around HK$10.30 to HK$10.40; Book value is HK$18......so PB=10.35/18 = 0.575 while 610.HK's book value is HK$7.5, so HK$7.5 x 0.575 = HK$4.3 Suggestion : Say 0.5 PB for 610.HK, i.e. HK$7.5 x 0.5 = HK$3.75 as the primary target seems reasonable.
Alwin : No any one stock could be regarded as the "Best" stock forever ...... because "time" will tell us when a stock is "better than" or "worse than" another or others. As a value investor, sometimes we have to make "stocks switching" if necessary. Do you remember :-
1. 005.HK hit HK$150 in Oct2007 but now HK$63; 2. 330.HK hit HK$112 in Oct2007 but now HK$6.83;
As time goes by, a relatively "better" company may becomes a relatively "worse" company ...... my experience is that we have "always" or at least "sometimes" to make "stocks switching" in order to maximise our investment portfolio in the long run.
I am glad to have your recognition. May I ask for your opinion on the fact that I had sold all 005.HK and invested roughly the same amount into 900.HK recently ? ( My observation is that 900.HK has been making sound profits from 1Mar2016 to 30Nov2016 & so I expect it may declare more dividends in the future. )
這事在撿煙屁股時常會發生，始終我們都喜歡越平越買，如果升的話就不想買了。錢是賺不完的，找下一支股票吧 :)
回覆刪除同意. 我把握昨天某時段的大跌, 收集了不少鎮倉之寶.
刪除411
刪除係411 ,除非唔係
刪除先生,想問鎮倉之寶,是哪一隻股票呢？
回覆刪除中巴吧？
刪除？
刪除不是中巴.
刪除一定不是中巴
回覆刪除163？
回覆刪除最大機會是163及173. 我估計是163.
刪除不是163,173.
刪除Alwin : Maybe 1098.HK or 610.HK ?...... But......
回覆刪除P.S. I have a little 610>HK .
不是.
刪除Student : 1098..... gogogo.....go to HK$10.98 !
刪除Student : 1098......gogogo......go to HK$10.98
刪除Is 610 better than 1098 ? ~ 610 holding 1098 and 240 also ?
刪除Student: 1098.HK ~ now around HK$10.30 to HK$10.40; Book value is HK$18......so PB=10.35/18 = 0.575 while 610.HK's book value is HK$7.5, so HK$7.5 x 0.575 = HK$4.3
刪除Suggestion : Say 0.5 PB for 610.HK, i.e. HK$7.5 x 0.5 = HK$3.75 as the primary target seems reasonable.
應該是216，因為雪球那邊太多觀眾了，而且有不少是炒家，建議市場先生先買入心儀股票，再寫在專欄上，如果是價值投資的讀者也會從中獲益(學習到買股票的技巧)，而市場先生也可以從炒家中加快獲利
回覆刪除作者已經移除這則留言。
回覆刪除先生，想請教遠東發展現在仍是低估，但現價買入是否太高？還是等它回調到某個價位才買入呢？謝謝
回覆刪除遠東發展現在仍是低估, 當然, 如果可以低些買就更好.
刪除先生有冇考慮買回242信德？壞消息盡出，澳門整體市場回暖，資產大折讓。。。
回覆刪除我持有小量242, 不打算加.
刪除242 is a property stock in reality
回覆刪除謝謝先生提示。我找到了
回覆刪除我猜是373
回覆刪除先生不說，也就不猜了，希望先生可以買到心儀的倉位。另，請問先生，可以發表一下對太古B的看法嗎？
回覆刪除我在大陆也有一只镇仓之宝！
回覆刪除这只镇仓之宝完全符合巴菲特先生的所有选股条件，而且世上再难找到第二只这样的好股了，先生能猜到是哪只吗？
回覆刪除Alwin : No any one stock could be regarded as the "Best" stock forever ...... because "time" will tell us when a stock is "better than" or "worse than" another or others. As a value investor, sometimes we have to make "stocks switching" if necessary. Do you remember :-
回覆刪除1. 005.HK hit HK$150 in Oct2007 but now HK$63;
2. 330.HK hit HK$112 in Oct2007 but now HK$6.83;
As time goes by, a relatively "better" company may becomes a relatively "worse" company ...... my experience is that we have "always" or at least "sometimes" to make "stocks switching" in order to maximise our investment portfolio in the long run.
同意
刪除Alwin : My respectful Mr. Market,
刪除I am glad to have your recognition. May I ask for your opinion on the fact that I had sold all 005.HK and invested roughly the same amount into 900.HK recently ? ( My observation is that 900.HK has been making sound profits from 1Mar2016 to 30Nov2016 & so I expect it may declare more dividends in the future. )
Many thanks.
Alwin : P.S. I sold 005.HK at average price of HK$66.90(net of charges but before ex. div.) and bought 900.HK at average price <HK$5.60)
刪除Student: 900 ??? 900...900...900...90o...9oo...goo...go...go...go...go to HK$9.00 ???
刪除Student : 900......gogogo......go to HK$9.00!
刪除為何找不到194的資產淨值
回覆刪除可以試試去hkex查看，選擇：披露易，
回覆刪除之後再選擇：最新上市公司已發行股本。
或者間單啲登入：華富財經網址。
回覆刪除作者已經移除這則留言。
回覆刪除作者已經移除這則留言。
回覆刪除thanks
回覆刪除先生點睇687?
回覆刪除