tag:blogger.com,1999:blog-1491809123398979739.post2708107667461346919..comments2024-03-10T11:10:02.660+08:00Comments on 股壇老兵鍾記 長勝之道: 太座的智慧(七)股壇老兵鍾記http://www.blogger.com/profile/07093066867147384620noreply@blogger.comBlogger52125tag:blogger.com,1999:blog-1491809123398979739.post-85526142858400356142019-09-03T10:04:41.347+08:002019-09-03T10:04:41.347+08:00Derek兄:應該算有吧!Derek兄:應該算有吧!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-86592040827216981622019-09-01T18:42:19.962+08:002019-09-01T18:42:19.962+08:00請問鐘sir,港鐵算唔算係有強力既護城河既公司?請問鐘sir,港鐵算唔算係有強力既護城河既公司?derek yiphttps://www.blogger.com/profile/15814740361028290771noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-26905026483100381032019-07-23T09:42:50.301+08:002019-07-23T09:42:50.301+08:00匿名兄:不妨參考Bloomberg或Reuters的綜合盈利預測(綜合了多位分析員的平均盈利預測),...匿名兄:不妨參考Bloomberg或Reuters的綜合盈利預測(綜合了多位分析員的平均盈利預測),不要單看一家大行的預測。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-44159952158517760572019-07-17T14:03:15.020+08:002019-07-17T14:03:15.020+08:00請問著重看預測市盈率會唔會有好大誤差,因為大行未必準請問著重看預測市盈率會唔會有好大誤差,因為大行未必準Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-78956401868910146312019-07-16T10:42:18.542+08:002019-07-16T10:42:18.542+08:00學境兄:不客氣。學境兄:不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-22141113685421293832019-07-16T10:18:41.973+08:002019-07-16T10:18:41.973+08:00謝謝開信刀的提醒和補充。ETF確實是一個好選擇。謝謝開信刀的提醒和補充。ETF確實是一個好選擇。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-72787250176042761092019-07-16T10:13:55.039+08:002019-07-16T10:13:55.039+08:00匿名兄:我是用廣東話(香港話)授課的。假如聽不明白廣東話,不妨先看我的四本書,謝謝支持!匿名兄:我是用廣東話(香港話)授課的。假如聽不明白廣東話,不妨先看我的四本書,謝謝支持!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-59460351342588983672019-07-16T10:10:03.708+08:002019-07-16T10:10:03.708+08:00Oscar兄:價值投資智慧真的值得大家學習。Oscar兄:價值投資智慧真的值得大家學習。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-17453821380211993422019-07-16T10:08:34.025+08:002019-07-16T10:08:34.025+08:00小薯兄:我都想知十八年後,這份禮物會否變成大禮呢!
小薯兄:我都想知十八年後,這份禮物會否變成大禮呢!<br />股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-39004306136236749152019-07-16T10:06:02.434+08:002019-07-16T10:06:02.434+08:00匿名兄:在財經網站有時會找到一些分析某行業的分析員報告摘要。假如想找完整的分析員報告,也許要問股票經...匿名兄:在財經網站有時會找到一些分析某行業的分析員報告摘要。假如想找完整的分析員報告,也許要問股票經紀或基金界的朋友幫手了。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-40065048664336309202019-07-16T10:02:40.582+08:002019-07-16T10:02:40.582+08:00匿名兄:比較適合一些較容易估計公司未來自由現金流的企業。匿名兄:比較適合一些較容易估計公司未來自由現金流的企業。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-83844051653840827492019-07-16T09:58:48.507+08:002019-07-16T09:58:48.507+08:00匿名兄:我對香港電視 (1137) 沒有研究,沒有發言權。只知道它的網購生意漸上軌道,越做越好。但是...匿名兄:我對香港電視 (1137) 沒有研究,沒有發言權。只知道它的網購生意漸上軌道,越做越好。但是由於公司還未有盈利,要做估值比較困難呢!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-1915577852069942862019-07-16T09:45:11.347+08:002019-07-16T09:45:11.347+08:00匿名兄:「月供優質股」是不錯的投資方法,可以用時間平均購入心儀的優質股,減低風險。但當估值過高的時候...匿名兄:「月供優質股」是不錯的投資方法,可以用時間平均購入心儀的優質股,減低風險。但當估值過高的時候,須要考慮是否應該暫停一下。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-79941612547126396972019-07-16T09:40:25.735+08:002019-07-16T09:40:25.735+08:00Mart兄:等大跌市買入心儀的優質股是不錯的投資策略呢!Mart兄:等大跌市買入心儀的優質股是不錯的投資策略呢!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-11648143147526146522019-07-16T09:36:38.358+08:002019-07-16T09:36:38.358+08:00Alvin兄:盈富基金(2800)包含50隻成分股,可以分散風險,但回報率也許沒有港交所(388)單...Alvin兄:盈富基金(2800)包含50隻成分股,可以分散風險,但回報率也許沒有港交所(388)單一股票那麼高(當然集中買一隻港交所的股票風險會較高)。這些都要看個人的投資取向。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-17210176701717739682019-07-16T09:32:47.054+08:002019-07-16T09:32:47.054+08:00丫華兄:我對兩家公司都沒有研究,沒有發言權。由於華南城屬於房地產股,我估可以考慮用「市賬率(P/B)...丫華兄:我對兩家公司都沒有研究,沒有發言權。由於華南城屬於房地產股,我估可以考慮用「市賬率(P/B)」及「股價相對每股重估資產淨值(P/RNAV)」作為估價工具。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-31967896905218207392019-07-16T09:29:45.758+08:002019-07-16T09:29:45.758+08:00匿名兄:由於投資者買股票都是買企業的前景,相對來說並不會太重視企業過去的盈利數據,所以計算估值時,一...匿名兄:由於投資者買股票都是買企業的前景,相對來說並不會太重視企業過去的盈利數據,所以計算估值時,一般比較看重「預測市盈率」,而不是「歷史市盈率」。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-55510936267625794602019-07-15T21:07:05.071+08:002019-07-15T21:07:05.071+08:00多謝鍾sir指導。多謝鍾sir指導。學境https://www.blogger.com/profile/11826177835470231261noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-13254429685937533972019-07-13T18:14:31.280+08:002019-07-13T18:14:31.280+08:00標竿兄:太座這些只是小智慧呢!標竿兄:太座這些只是小智慧呢!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-43808782508441146452019-07-13T18:09:56.331+08:002019-07-13T18:09:56.331+08:00學境兄:2018年報Note 9(a)有講Interest income 的數據。
Interest...學境兄:2018年報Note 9(a)有講Interest income 的數據。<br />Interest income from Bank deposits (146 Mn)+ interest income from Financial assets at amortised cost (846 Mn) = 992 Mn<br />股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-68774210026879696542019-07-13T17:44:13.304+08:002019-07-13T17:44:13.304+08:00東林:我對內地燃氣股沒有研究,沒有發言權。東林:我對內地燃氣股沒有研究,沒有發言權。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-5922551971373423452019-07-13T17:42:58.400+08:002019-07-13T17:42:58.400+08:00謝謝Sergio。謝謝Sergio。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-63343518256910071982019-07-13T17:40:58.972+08:002019-07-13T17:40:58.972+08:00SeekForValue兄:恒生指數過去20年平均每年回報率約8%(包括股息在內),只要不在高估值的...SeekForValue兄:恒生指數過去20年平均每年回報率約8%(包括股息在內),只要不在高估值的時候入市,相信未來的長遠回報率也不會太差。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-68549712053920386222019-07-13T17:35:13.596+08:002019-07-13T17:35:13.596+08:00Ch Liu兄:同意盈富基金(2800)及港交所(388)都值得長線投資。「港交所的派息累積到一定程...Ch Liu兄:同意盈富基金(2800)及港交所(388)都值得長線投資。「港交所的派息累積到一定程度時,記得在合理價位之下再增持」這是很好的提醒,謝謝。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-86068276060141879932019-07-13T17:28:49.735+08:002019-07-13T17:28:49.735+08:00謝謝匿名兄的提醒。謝謝匿名兄的提醒。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.com