tag:blogger.com,1999:blog-1491809123398979739.post7850960847663549845..comments2024-03-10T11:10:02.660+08:00Comments on 股壇老兵鍾記 長勝之道: 「溝貨」的考慮股壇老兵鍾記http://www.blogger.com/profile/07093066867147384620noreply@blogger.comBlogger26125tag:blogger.com,1999:blog-1491809123398979739.post-43072515994083447322021-01-18T19:11:35.609+08:002021-01-18T19:11:35.609+08:00Peter兄:不客氣。Peter兄:不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-86125257182544253192021-01-15T00:30:30.807+08:002021-01-15T00:30:30.807+08:00謝謝。謝謝。Peternoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-72474777861756021842021-01-10T17:48:25.362+08:002021-01-10T17:48:25.362+08:00Leslie兄:個別股票的確很瘋狂,但整體港股還是處於合理估值範圍。Leslie兄:個別股票的確很瘋狂,但整體港股還是處於合理估值範圍。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-70811241522736492422021-01-10T17:45:51.169+08:002021-01-10T17:45:51.169+08:00匿名兄:不妨計算一下兩間公司現時的估值,看看是否合理。匿名兄:不妨計算一下兩間公司現時的估值,看看是否合理。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-64137769624549012702021-01-10T17:44:37.620+08:002021-01-10T17:44:37.620+08:00Ken兄:應收帳款很大有機會變成壞賬,也會影響現金流。應付款很大,要看公司的流動資金能否支付。Ken兄:應收帳款很大有機會變成壞賬,也會影響現金流。應付款很大,要看公司的流動資金能否支付。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-28099671015623163272021-01-10T17:41:59.949+08:002021-01-10T17:41:59.949+08:00Peter兄:不同的投資者會有不同的資產配置選擇,不能一概而論。假如你是防禦型投資者,不妨參考Ben...Peter兄:不同的投資者會有不同的資產配置選擇,不能一概而論。假如你是防禦型投資者,不妨參考Benjamin Graham的資產配置指引。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-20961836691367844272021-01-10T17:40:14.060+08:002021-01-10T17:40:14.060+08:00長期主義兄:主要還是看股價與估值的差異。長期主義兄:主要還是看股價與估值的差異。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-62159154062608054232021-01-10T17:38:39.066+08:002021-01-10T17:38:39.066+08:00中國人壽的估值較低,但中國平安的質素較好。中國人壽的估值較低,但中國平安的質素較好。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-81844046450023571522021-01-10T17:37:08.905+08:002021-01-10T17:37:08.905+08:00七十後兄:要看看未來中國業務能否帶動整體的NBV增長率。七十後兄:要看看未來中國業務能否帶動整體的NBV增長率。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-87895608994372662702021-01-10T17:31:42.084+08:002021-01-10T17:31:42.084+08:00Duncan兄:不客氣。Duncan兄:不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-80458322209929597752021-01-10T17:31:17.086+08:002021-01-10T17:31:17.086+08:00Ken兄:不客氣。Ken兄:不客氣。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-11133526131972721842021-01-10T17:31:01.389+08:002021-01-10T17:31:01.389+08:00匿名兄:股票太過集中也是一個風險。匿名兄:股票太過集中也是一個風險。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-66431425602629795582021-01-10T17:29:53.861+08:002021-01-10T17:29:53.861+08:00Leslie兄:同意。長線投資宜選優質股。Leslie兄:同意。長線投資宜選優質股。股壇老兵鍾記https://www.blogger.com/profile/07093066867147384620noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-50187408047160660472021-01-09T19:22:40.496+08:002021-01-09T19:22:40.496+08:00點解係人壽唔係平安點解係人壽唔係平安月退@BKKhttps://www.blogger.com/profile/08146782120792286243noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-74045000729790580552021-01-09T10:39:29.601+08:002021-01-09T10:39:29.601+08:00tesla ?tesla ?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-82798708531708243232021-01-08T22:39:59.414+08:002021-01-08T22:39:59.414+08:00我感覺到股市現在很瘋狂,大行唱175會上50令我諗起2007年大行唱1088煤價到101元,見到舊經...我感覺到股市現在很瘋狂,大行唱175會上50令我諗起2007年大行唱1088煤價到101元,見到舊經濟股也開始貴,感受到股市泡沫很大Lesliehttps://www.blogger.com/profile/10398173845026168970noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-48667401742394383152021-01-08T18:13:25.443+08:002021-01-08T18:13:25.443+08:00鍾sir, 點睇依家吉利同廣汽?
吉利受好消息,百度電動車,推動又爆升鍾sir, 點睇依家吉利同廣汽?<br />吉利受好消息,百度電動車,推動又爆升Nonamehttps://www.blogger.com/profile/03926935824625062286noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-25830939483721195242021-01-08T13:18:25.135+08:002021-01-08T13:18:25.135+08:00鐘sir,你好,想請教一下,短期和長期銀行借款很低的公司,很多時是淨現金,利息覆蓋率幾十甚至過百倍,...鐘sir,你好,想請教一下,短期和長期銀行借款很低的公司,很多時是淨現金,利息覆蓋率幾十甚至過百倍,但應收帳款和應付款很大,這樣有什麼風險呢?<br /><br />Ken LeungAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-9944407195618808502021-01-07T01:21:16.590+08:002021-01-07T01:21:16.590+08:00鍾Sir,談風險,請問在Portfolio中,應持多少現金?
持現金,回報很小。但Warren Bu...鍾Sir,談風險,請問在Portfolio中,應持多少現金?<br />持現金,回報很小。但Warren Buffett 好像曾說射大象要有足夠子彈。Peternoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-73378724355090687052021-01-06T00:53:28.440+08:002021-01-06T00:53:28.440+08:00是否即是同一道理?現在你持有的股票股價升咗很多,但你持有的股票你估計到今年和來年的盈利亦都會增長很多...是否即是同一道理?現在你持有的股票股價升咗很多,但你持有的股票你估計到今年和來年的盈利亦都會增長很多、不代表你呢刻不可以再增持、而係應該要重新獨立地評估現在的價值是否高於風險。長期主義noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-36676745412706750092021-01-05T22:24:31.082+08:002021-01-05T22:24:31.082+08:00中國人壽係優質股,所以我19元入1手中國人壽,在17.50再入一手,等待他再跌10%再入1手,長期持...中國人壽係優質股,所以我19元入1手中國人壽,在17.50再入一手,等待他再跌10%再入1手,長期持有。請問鍾sir看法如何?porporhttps://www.blogger.com/profile/17034616337430453659noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-75466680901739182412021-01-05T16:21:37.998+08:002021-01-05T16:21:37.998+08:00請教鍾 SIR,計算友邦 (1299) 的估值,是 AV = EV + NBV * multiple...請教鍾 SIR,計算友邦 (1299) 的估值,是 AV = EV + NBV * multiple。<br /><br />根據其 2020 年第三季度的業績,新業務價值同比是倒退了,但市場憧憬友邦將來可以獨資經營國內某些地區的保險業務,計算估值時,是不是可以採用進取一點的multiple?<br />七十後noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-31186161462792916142021-01-05T09:59:02.463+08:002021-01-05T09:59:02.463+08:00謝謝分享謝謝分享Duncan 新價值投資https://www.blogger.com/profile/06774756045451605065noreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-30809089930202372062021-01-04T23:58:09.686+08:002021-01-04T23:58:09.686+08:00多謝指導多謝指導Kennoreply@blogger.comtag:blogger.com,1999:blog-1491809123398979739.post-27041080905342635322021-01-04T21:21:32.856+08:002021-01-04T21:21:32.856+08:00鍾Sir , 多謝你提醒 , 這十年我就是犯下這個錯誤 , 中國移動($72)及匯豐($84) ,
...鍾Sir , 多謝你提醒 , 這十年我就是犯下這個錯誤 , 中國移動($72)及匯豐($84) ,<br />每跌十元溝貨相同的股票數量 , 結果退休金差不多輸掉了一半.<br />Anonymoushttps://www.blogger.com/profile/00366095358729623161noreply@blogger.com