tag:blogger.com,1999:blog-1491809123398979739.post4882386300313879115..comments2024-03-10T11:10:02.660+08:00Comments on 股壇老兵鍾記 長勝之道: 外遊充電(七)股壇老兵鍾記http://www.blogger.com/profile/07093066867147384620noreply@blogger.comBlogger32125tag:blogger.com,1999:blog-1491809123398979739.post-28538631775788063352018-09-19T11:57:54.733+08:002018-09-19T11:57:54.733+08:00兩隻不同類型的股票,恒基是地產股,而媒氣是公用股,很難直接比較呢!以收息的穩健性考慮,媒氣會勝一籌,...兩隻不同類型的股票,恒基是地產股,而媒氣是公用股,很難直接比較呢!以收息的穩健性考慮,媒氣會勝一籌,但要注意媒氣的估值會否過高。<br />股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-58918414150599029382018-09-19T11:53:54.446+08:002018-09-19T11:53:54.446+08:00Tommy兄:市場回報,我估我會用8%(恒生指數過去20年平均每年的回報率,包括股息在內)Tommy兄:市場回報,我估我會用8%(恒生指數過去20年平均每年的回報率,包括股息在內)股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-72041653716197195592018-09-19T11:48:49.401+08:002018-09-19T11:48:49.401+08:00Bill兄:不客氣。Bill兄:不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-89817214435046680192018-09-18T13:45:38.993+08:002018-09-18T13:45:38.993+08:00Thanks a lot !Thanks a lot !Billhttps://www.blogger.com/profile/14526430815714148275noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-23908568807496527962018-09-18T08:31:19.201+08:002018-09-18T08:31:19.201+08:00鐘記 以恒基地區與煤氣 兩選一作為長線收息用途
比較推薦那一隻? 謝謝鐘記 以恒基地區與煤氣 兩選一作為長線收息用途<br />比較推薦那一隻? 謝謝Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-15537619364200104422018-09-17T14:58:25.924+08:002018-09-17T14:58:25.924+08:00謝謝!
g=1%
r=2.21%+0.91*(7%-2.21%)=6.5689%
P0=D1/(r...謝謝!<br /><br />g=1%<br />r=2.21%+0.91*(7%-2.21%)=6.5689%<br />P0=D1/(r-g)<br />=D0*(1+g)/(r-g)<br />=$3.985*(1+1%)/(6.5689%-1%)<br />=$72.27<br /><br />鍾 Sir,請問我的估算正確嗎?請賜教,謝謝!tomihohttps://www.blogger.com/profile/08058045740867841674noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-83309090331662479572018-09-17T14:05:27.831+08:002018-09-17T14:05:27.831+08:00Tommy兄:在孳息曲線(yield curve)趨平的情況下,影響了銀行賺取的息差,限制了匯豐淨利...Tommy兄:在孳息曲線(yield curve)趨平的情況下,影響了銀行賺取的息差,限制了匯豐淨利息收入增長。未來1至2年,分析員相信匯豐只會維持2017年的派息水平,派息的增長空間不大。以現價67港元計算,匯豐的股息率近6%,也很不錯了。假如用DDM去估值的話,匯豐現價大概反映了約1%的未來股息增長率,我覺得估值算是合理。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-79541562715338012642018-09-17T13:41:17.390+08:002018-09-17T13:41:17.390+08:00我想大概都是圍繞財務報表和估值。我想大概都是圍繞財務報表和估值。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-20983840300540112292018-09-17T13:39:18.143+08:002018-09-17T13:39:18.143+08:00奇正兄:不妨參考這篇Blog文《推算金沙中國2018年的合理價(三)》
https://bennyc...奇正兄:不妨參考這篇Blog文《推算金沙中國2018年的合理價(三)》<br />https://bennychungwai.blogspot.com/2018/06/2018_19.html<br />股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-69982357867620437572018-09-17T13:32:03.838+08:002018-09-17T13:32:03.838+08:00計算ROCE的分子時,EBIT還要加上利息收入。
以2017年為例,ROCE=(44+3)/889=...計算ROCE的分子時,EBIT還要加上利息收入。<br />以2017年為例,ROCE=(44+3)/889=5.3%<br />股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-9725473389105427542018-09-17T13:22:44.295+08:002018-09-17T13:22:44.295+08:00謝謝curt兄的關心和提醒。謝謝curt兄的關心和提醒。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-71418259426671526572018-09-17T13:22:16.268+08:002018-09-17T13:22:16.268+08:00Bill:我覺得與其增持中人壽,不如增持平安保險。寧願以合理價買入卓越的企業,勝於以便宜的價錢買入平...Bill:我覺得與其增持中人壽,不如增持平安保險。寧願以合理價買入卓越的企業,勝於以便宜的價錢買入平庸的企業。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-20088720135230989292018-09-17T13:18:59.927+08:002018-09-17T13:18:59.927+08:00車厘子:匯豐還是欠缺增長動力,只宜當作收息股。車厘子:匯豐還是欠缺增長動力,只宜當作收息股。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-73042625120618952392018-09-17T13:17:21.329+08:002018-09-17T13:17:21.329+08:00謝謝A司兄。謝謝A司兄。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-60918645768634153782018-09-17T13:17:04.329+08:002018-09-17T13:17:04.329+08:00謝謝Ch Liu兄的建議。自問沒有時間兼顧滬深港三個市場的企業,暫時會聚焦港股。謝謝Ch Liu兄的建議。自問沒有時間兼顧滬深港三個市場的企業,暫時會聚焦港股。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-49888713436913439042018-09-17T13:14:42.492+08:002018-09-17T13:14:42.492+08:00謝謝Stanley兄。謝謝Stanley兄。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-71410328314907278332018-09-17T13:14:24.602+08:002018-09-17T13:14:24.602+08:00謝謝Keroppi的關心和意見。
謝謝Keroppi的關心和意見。<br />股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-55686568907596476042018-09-17T13:12:25.914+08:002018-09-17T13:12:25.914+08:00Oscar兄:上周四充電回港後上財報進階班(第二班)第1堂,學員都說我容光換發,身型fit了,狀態甚...Oscar兄:上周四充電回港後上財報進階班(第二班)第1堂,學員都說我容光換發,身型fit了,狀態甚佳,好精靈的樣子,逗得我很開心呢,哈哈!股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-22649666565743978462018-09-17T13:06:04.306+08:002018-09-17T13:06:04.306+08:00Student兄:新鴻基地產FY18業績不錯,現價相對於RNAV大幅折讓,管理層應該考慮是否回購股份...Student兄:新鴻基地產FY18業績不錯,現價相對於RNAV大幅折讓,管理層應該考慮是否回購股份,藉此提高股東回報率。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-44746726231855457342018-09-14T15:56:54.142+08:002018-09-14T15:56:54.142+08:00鍾 Sir,有看開你的 blog 和書,知道匯豐是你5大持有股票之一,但最近見你很少提及該股呢!為何...鍾 Sir,有看開你的 blog 和書,知道匯豐是你5大持有股票之一,但最近見你很少提及該股呢!為何不談及呢?想知道你覺得匯豐現價是否吸引,可否為滙豐估值一吓呢?無限感激!謝謝!tomihohttps://www.blogger.com/profile/08058045740867841674noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-43102275087501411352018-09-14T14:53:11.185+08:002018-09-14T14:53:11.185+08:00鍾sir,請問新書會以咩做主題?
謝謝!鍾sir,請問新書會以咩做主題?<br /><br />謝謝!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-41906099060988613092018-09-13T23:28:37.926+08:002018-09-13T23:28:37.926+08:00Benny sir 小弟也試著跟住你的書本為金沙作估值,得出合理格為53.3HKD,不知是否計算結果...Benny sir 小弟也試著跟住你的書本為金沙作估值,得出合理格為53.3HKD,不知是否計算結果與你有很大落差奇正https://www.blogger.com/profile/13919207090672472164noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-36722911673526777902018-09-13T13:53:52.763+08:002018-09-13T13:53:52.763+08:00你好, 我是"讀財報學選股計估值"的讀者, 書上有點問題望能解答
經濟日報ROC...你好, 我是"讀財報學選股計估值"的讀者, 書上有點問題望能解答<br />經濟日報ROCE 2012 - 2017 為11.3%, 6.2%, 4.1%, 6.0%, 8.0%, 5.3%<br />EBIT: 89,55,31,50,65,44<br />除流動負債後總負債為: 821,938,934,951,918,889<br />計算出的ROCE 跟書上不一樣<br />希望能找到我的計算那裏出錯?<br /><br />順祝旅途愉快!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-73350002968847658812018-09-11T07:48:22.060+08:002018-09-11T07:48:22.060+08:00剛看報章韓國有新沙士個案,鍾兄跟太座玩樂時也要注意,祝旅途安全愉快。剛看報章韓國有新沙士個案,鍾兄跟太座玩樂時也要注意,祝旅途安全愉快。Curt 價值投資真義https://www.blogger.com/profile/16267358269405934886noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-87023415087202375042018-09-09T00:30:36.402+08:002018-09-09T00:30:36.402+08:00中人壽現價跌至$16.90,遠低於鐘Sir你的合理估值!請問鐘Sir會否於現階段增
持中人壽?還是會...中人壽現價跌至$16.90,遠低於鐘Sir你的合理估值!請問鐘Sir會否於現階段增<br />持中人壽?還是會否打算會低於什麼價位才考慮增持2628呢?<br />Billhttps://www.blogger.com/profile/14526430815714148275noreply@blogger.com