tag:blogger.com,1999:blog-7717888436488169655.post5144523949605011377..comments2023-10-28T06:47:11.270-07:00Comments on 業餘分析師: 四月小結散戶http://www.blogger.com/profile/13331235145111900705noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-7717888436488169655.post-80579146514366457602018-05-03T19:55:07.206-07:002018-05-03T19:55:07.206-07:00不客氣不客氣散戶https://www.blogger.com/profile/13331235145111900705noreply@blogger.comtag:blogger.com,1999:blog-7717888436488169655.post-6443258276831399342018-05-03T02:13:35.020-07:002018-05-03T02:13:35.020-07:00謝散戶兄解說。謝散戶兄解說。早懂https://www.blogger.com/profile/18186549551569724580noreply@blogger.comtag:blogger.com,1999:blog-7717888436488169655.post-22565967330035489222018-05-03T01:15:46.712-07:002018-05-03T01:15:46.712-07:00你是對的,相信這不會是一個大茶飯。只是萬一大型調整真的來臨,可以作為一個保險。而且,人們以為最安全的...你是對的,相信這不會是一個大茶飯。只是萬一大型調整真的來臨,可以作為一個保險。而且,人們以為最安全的資產,通常在黑天鵝之中,會出奇地脆弱形成值搏率。<br /><br />此外,作為沽空者,我也擔心公司大升的風險,這個因為香港地產股不是知識型公司,大升空間可控。<br /><br />至於資產折讓,因為我認為過去10年長期利率很低,所以用作計算資產價值的Cap rate是偏低的。如果將Cap rate調高一倍,我相信折讓並不是想像中大。<br />散戶https://www.blogger.com/profile/13331235145111900705noreply@blogger.comtag:blogger.com,1999:blog-7717888436488169655.post-83621389749150329042018-05-03T00:21:52.153-07:002018-05-03T00:21:52.153-07:00散戶兄,
香港地產股股價普遍低於每股資產淨值, 那沽空香港地產股效益是否不是較好選擇?
...散戶兄, <br />香港地產股股價普遍低於每股資產淨值, 那沽空香港地產股效益是否不是較好選擇?<br /><br /><br /> 每股資產淨值<br />1113 78.8511<br />16 172<br />12 73.26早懂https://www.blogger.com/profile/18186549551569724580noreply@blogger.comtag:blogger.com,1999:blog-7717888436488169655.post-11264900950584892982018-05-02T18:22:57.704-07:002018-05-02T18:22:57.704-07:00Snap業績後大跌兩成,這幾個月來,突然大跌的股票包括格力、海康威視、RB。真的要分散投資,個別股份...Snap業績後大跌兩成,這幾個月來,突然大跌的股票包括格力、海康威視、RB。真的要分散投資,個別股份不要太重倉。散戶https://www.blogger.com/profile/13331235145111900705noreply@blogger.comtag:blogger.com,1999:blog-7717888436488169655.post-71966164309112628312018-05-02T02:41:09.388-07:002018-05-02T02:41:09.388-07:00東昇兄又重新建倉啦?東昇兄又重新建倉啦?散戶https://www.blogger.com/profile/13331235145111900705noreply@blogger.comtag:blogger.com,1999:blog-7717888436488169655.post-59030826215124770112018-05-01T23:59:46.821-07:002018-05-01T23:59:46.821-07:00I have the 1st-3rd of your portfolio.I have the 1st-3rd of your portfolio.80後東昇https://www.blogger.com/profile/14268727599560042364noreply@blogger.comtag:blogger.com,1999:blog-7717888436488169655.post-36642338519976116172018-05-01T23:59:13.588-07:002018-05-01T23:59:13.588-07:00same same here.
Short FB, long AMZN and QQ.same same here.<br />Short FB, long AMZN and QQ.80後東昇https://www.blogger.com/profile/14268727599560042364noreply@blogger.com