tag:blogger.com,1999:blog-1491809123398979739.post4762203604783626774..comments2024-03-10T11:10:02.660+08:00Comments on 股壇老兵鍾記 長勝之道: 用SOTP評估金蝶的內在價值(廿四)股壇老兵鍾記http://www.blogger.com/profile/07093066867147384620noreply@blogger.comBlogger32125tag:blogger.com,1999:blog-1491809123398979739.post-18898612770422511492018-03-14T19:08:01.013+08:002018-03-14T19:08:01.013+08:00Wally:地產業務。Wally:地產業務。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-65738902928020026182018-03-14T13:26:27.038+08:002018-03-14T13:26:27.038+08:00鍾SIR你好,
想問一下金蝶分部收入內, 列為「其他」的是屬於什麼的收入?
謝謝
Wally鍾SIR你好,<br /><br />想問一下金蝶分部收入內, 列為「其他」的是屬於什麼的收入?<br />謝謝<br /><br />WallyAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-74738256222172815222017-07-02T12:18:11.680+08:002017-07-02T12:18:11.680+08:00在第53頁合併財務狀況表(CONSOLIDATED STATEMENT OF FINANCIAL P...在第53頁合併財務狀況表(CONSOLIDATED STATEMENT OF FINANCIAL POSITION)可以找到相關數字,自行計算。<br />1. 現金=1465+619+3=2087<br />短期銀行貸款=80<br />長期銀行貸款=1415<br />淨現金=2087-80-1415=592 million<br /><br />2. 可供出售金融資產=119+150=269 million<br /><br />我覺得投資者可以考慮用預測市盈率或市盈增長率(PEG)來評估騰訊的估值,方法較SOTP簡單。<br /><br />股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-55530984245299376362017-06-30T17:45:06.121+08:002017-06-30T17:45:06.121+08:00鐘記,請問金碟2016年財務報表內在哪裏可以找到淨現金5.9億元人民幣及可供出售金融資產2.7億元人...鐘記,請問金碟2016年財務報表內在哪裏可以找到淨現金5.9億元人民幣及可供出售金融資產2.7億元人民幣這兩個數字?另外,請問你可以簡單地為騰訊做一個SOTP估值嗎?因為騰訊太複習了,謝謝Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-29307384275963953042017-04-18T17:17:26.961+08:002017-04-18T17:17:26.961+08:00Patrick兄:短期股價會受到市場先生(Mr.Market)的情緒所影響,波動在所難免呢!Patrick兄:短期股價會受到市場先生(Mr.Market)的情緒所影響,波動在所難免呢!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-69124470334314294982017-04-18T15:14:29.419+08:002017-04-18T15:14:29.419+08:00呢半個月見到個股價不停跌,明明基本面唔錯但日日又有大手賣,公司又日日回購,睇唔透 利申:3.2 有貨...呢半個月見到個股價不停跌,明明基本面唔錯但日日又有大手賣,公司又日日回購,睇唔透 利申:3.2 有貨<br /><br />PatrickAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-82433370799565783672017-04-05T19:33:35.393+08:002017-04-05T19:33:35.393+08:00John兄:不客氣。John兄:不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-33995871395987523522017-04-05T17:55:19.060+08:002017-04-05T17:55:19.060+08:00謝謝。謝謝。Anonymoushttps://www.blogger.com/profile/15296057621929526356noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-78608250169214960302017-04-05T08:27:20.304+08:002017-04-05T08:27:20.304+08:00John兄:為平安保險估值,SOTP是合適的。
我估我會用市盈率來評估asset managemen...John兄:為平安保險估值,SOTP是合適的。<br />我估我會用市盈率來評估asset management業務的價值。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-5512476747848611852017-04-05T06:53:46.477+08:002017-04-05T06:53:46.477+08:00鍾兄,請問作平安保險估值,SOTP是否合適?又如何估算它asset management 業務?謝謝...鍾兄,請問作平安保險估值,SOTP是否合適?又如何估算它asset management 業務?謝謝。Anonymoushttps://www.blogger.com/profile/15296057621929526356noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-51277557890533353102017-03-30T21:06:41.144+08:002017-03-30T21:06:41.144+08:00Jacky兄:你買入的價格尚算合理。Jacky兄:你買入的價格尚算合理。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-91597632419672844242017-03-30T12:47:03.491+08:002017-03-30T12:47:03.491+08:00雖然自己早幾日高位入左 (3.34)蝕緊錢,只係見到鐘兄的評價個心都定D,希望價值快D反映係股價上 ...雖然自己早幾日高位入左 (3.34)蝕緊錢,只係見到鐘兄的評價個心都定D,希望價值快D反映係股價上 :( <br /><br />JackyAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-11058553936780564582017-03-23T22:27:34.687+08:002017-03-23T22:27:34.687+08:00Big Ox兄:補充一下,SOTP是把公司不同業務板塊分開來做估值,然後把它們相加而得出整間公司的內...Big Ox兄:補充一下,SOTP是把公司不同業務板塊分開來做估值,然後把它們相加而得出整間公司的內在價值。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-85512716647136466452017-03-23T22:18:03.942+08:002017-03-23T22:18:03.942+08:00鍾sir, 多謝回覆,我想我得到答案,SOTP model 會用 預測PE 做估值,今年PE 沒有太...鍾sir, 多謝回覆,我想我得到答案,SOTP model 會用 預測PE 做估值,今年PE 沒有太大參考價值!Big Oxhttps://www.blogger.com/profile/10664080322558722707noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-69348437575802160822017-03-23T15:24:41.742+08:002017-03-23T15:24:41.742+08:00cleverpeople兄:我還持有金山軟件的股票呢!
網友見到blogger在雜誌出現,應該感覺特...cleverpeople兄:我還持有金山軟件的股票呢!<br />網友見到blogger在雜誌出現,應該感覺特別親切吧,哈哈!<br /><br />順便一提,由下周六(4月1日)開始,我會為iMoney寫專欄,希望可以把自己的投資理念和實踐方法,讓更多的讀者認識!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-91374225988602349212017-03-23T15:15:34.045+08:002017-03-23T15:15:34.045+08:00多謝90後Vision兄的讃賞。希望這個例子可以幫助投資者了解如何運用SOTP估值法。多謝90後Vision兄的讃賞。希望這個例子可以幫助投資者了解如何運用SOTP估值法。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-75909560589858995392017-03-23T12:34:14.147+08:002017-03-23T12:34:14.147+08:00很好的例子,獲益良多,簡單易明很好的例子,獲益良多,簡單易明Vision https://www.blogger.com/profile/01969723055581058146noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-19382493011826951492017-03-23T10:49:58.722+08:002017-03-23T10:49:58.722+08:00近期科網勁炒,,金碟又突破向上,,
鍾兄還持有金山嗎??
我都在money見到鍾兄你的大封面,,
恭...近期科網勁炒,,金碟又突破向上,,<br />鍾兄還持有金山嗎??<br />我都在money見到鍾兄你的大封面,,<br />恭喜又可借此平台分享價值投資,,<br />最近業績期睇年報都睇到不得了,,<br />鍾兄可以分享一下業績,,<br />努力,,互勉之...<br />cleverpeople...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-50255279801052069682017-03-22T20:57:54.943+08:002017-03-22T20:57:54.943+08:00Big Ox兄:不能單看今年預測市盈率高於30倍便斷定估值過高,還要考慮公司未來的盈利前景。有時拆開...Big Ox兄:不能單看今年預測市盈率高於30倍便斷定估值過高,還要考慮公司未來的盈利前景。有時拆開來看每個板塊的估值,會有另外一個體會。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-31214675163478840912017-03-22T20:51:34.853+08:002017-03-22T20:51:34.853+08:00Eric兄:把不同業務拆開做估值,投資者可以更了解公司各類業務的估值比重。Eric兄:把不同業務拆開做估值,投資者可以更了解公司各類業務的估值比重。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-85935822952873169992017-03-22T10:17:00.333+08:002017-03-22T10:17:00.333+08:00多謝鍾sir回答,其實我的問題係SOTP model 估值以上例子有冇考慮#268 PE 高問題? ...多謝鍾sir回答,其實我的問題係SOTP model 估值以上例子有冇考慮#268 PE 高問題? 有冇增加 margin of safety ? Big Oxhttps://www.blogger.com/profile/10664080322558722707noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-34046026728542047412017-03-22T08:30:28.263+08:002017-03-22T08:30:28.263+08:00分析詳細,又易理解分析詳細,又易理解Ericnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-21772003441402581492017-03-22T08:22:27.101+08:002017-03-22T08:22:27.101+08:00Ken兄:不客氣。假如投資者對公司熟識的話,用SOTP估值法應該也不太難呢!Ken兄:不客氣。假如投資者對公司熟識的話,用SOTP估值法應該也不太難呢!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-25460791894768967712017-03-22T08:20:26.242+08:002017-03-22T08:20:26.242+08:00多謝標竿兄的讃賞。多謝標竿兄的讃賞。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-49325077259757727012017-03-22T08:20:04.420+08:002017-03-22T08:20:04.420+08:00Big Ox兄:因為雲服務業務仍然虧損,所以拖低了公司整體的盈利,引致PE高達30倍。未來盈利增長關...Big Ox兄:因為雲服務業務仍然虧損,所以拖低了公司整體的盈利,引致PE高達30倍。未來盈利增長關鍵是雲業務能否收支平衡,甚至提供盈利貢獻,及ERP業務的發展。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.com