tag:blogger.com,1999:blog-7177962749989925788.post1453613565286765415..comments2023-10-29T17:24:02.681+08:00Comments on YOU'LL NEVER WALK ALONE: 趨向審慎You'll Never Walk Alonehttp://www.blogger.com/profile/08272358683483397165noreply@blogger.comBlogger38125tag:blogger.com,1999:blog-7177962749989925788.post-52371785340217627582018-03-08T16:18:07.453+08:002018-03-08T16:18:07.453+08:00開天殺價 落地還錢
Canada, Mexico to Get Initial Exemptio...開天殺價 落地還錢<br /><br /><br />Canada, Mexico to Get Initial Exemption From Trump Tariffs<br /><br />The Trump administration will initially exclude Canada and Mexico from stiff tariffs on steel and aluminum imports, an exemption they would lose if they fail to reach an updated Nafta agreement with the U.S., White House trade adviser Peter Navarro said on Wednesday.<br /><br />The two nations won’t be subject to tariffs on their steel and aluminum if they sign a new North American Free Trade Agreement that meets the satisfaction of the U.S., Navarro said, adding that other American allies could use a similar system to ask for an exemption.<br /><br />https://www.bloomberg.com/news/articles/2018-03-08/canada-mexico-to-get-initial-exemption-from-steel-tariffsYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-78335341222065482572018-03-08T11:40:02.247+08:002018-03-08T11:40:02.247+08:00Buy 27Buy 27You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-15324138934917875062018-03-07T13:47:50.918+08:002018-03-07T13:47:50.918+08:00Donald Trump似係黎真,目前恆指跌200多點仍未充分反映風險Donald Trump似係黎真,目前恆指跌200多點仍未充分反映風險You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-37365228853022269072018-03-07T13:16:36.005+08:002018-03-07T13:16:36.005+08:00其中原因。此外見公佈良好業績股價也升不上去,並仍在50天線下,實在無謂磨太耐。
我相信公司基本面無...其中原因。此外見公佈良好業績股價也升不上去,並仍在50天線下,實在無謂磨太耐。<br /><br />我相信公司基本面無大問題,但股價未能呈現強勢是受整個國際金融股sector(HSBC,渣打,宏利 etc)的弱勢所拖累。You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-77198607101555651552018-03-07T12:12:49.451+08:002018-03-07T12:12:49.451+08:00因為預計恆指會回吐?因為預計恆指會回吐?lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-45959460213229640672018-03-07T10:45:05.410+08:002018-03-07T10:45:05.410+08:00Sell 1299Sell 1299You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-10130932455154424642018-03-07T09:30:43.984+08:002018-03-07T09:30:43.984+08:00美股反覆靠穩,投資者對潛在貿易戰風險判斷分歧,道指在25,000點前遇到阻力,盤中一度跌166點,收...美股反覆靠穩,投資者對潛在貿易戰風險判斷分歧,道指在25,000點前遇到阻力,盤中一度跌166點,收市前企穩。但美股收市後,反對貿易戰的白宮首席經濟顧問科恩請辭,道指期貨一度急跌逾360點。You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-55705922067082730922018-03-07T08:45:33.016+08:002018-03-07T08:45:33.016+08:00威脅升級制裁對華貿易,道指期貨跌400點。一波未平、一波又起
U.S. Considers Bro...威脅升級制裁對華貿易,道指期貨跌400點。一波未平、一波又起<br /><br />U.S. Considers Broad Curbs on Chinese Imports, Takeovers<br /><br />The Trump administration is considering clamping down on Chinese investments in the U.S. and imposing tariffs on a broad range of its imports to punish Beijing for its alleged theft of intellectual property, according to people familiar with the matter.<br /><br />https://www.bloomberg.com/news/articles/2018-03-06/eu-targets-u-s-shirts-to-motorbikes-in-tariff-retaliation-planYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-80923122331526630282018-03-06T23:49:36.320+08:002018-03-06T23:49:36.320+08:00先回顧我本篇博文的分享,可見我是很不情願沽出的:
"近日的沽出操作中,最痛苦是沽出Ari...先回顧我本篇博文的分享,可見我是很不情願沽出的:<br /><br />"近日的沽出操作中,最痛苦是沽出Arista Network (ANET)。公司剛公佈很理想的第四季業績,但股價仍跌逾20%。除了管理層對來季的業績指引稍為未如預期外,公司的業績及展望仍是相當正面,看不出有說服力的負面因素。但以往的投資失誤是為股價的走勢轉差找太多藉口開脫,需有紀律地執行當初設定的沽出準則,而且股價走勢往往是走在基本因素轉變浮面之先。對公司明明很有信心,但因遵從紀律而沽出是投資上的難作決定"<br /><br />補充一點,我當時看了很多分析也看不出公司有何問題,所謂的前景指引下調很大程度是季節性因素。<br /><br />當時見股價顯著跌破50天線及中線升軌,我在很痛苦的情況下被迫沽出的。即使如此我仍堅持執行紀律而須沽出;簡單的說您看不到公司出問題,可能問題是有些問題您看到到或忽略了。<br /><br />再買入明顯是走勢重納上升軌及相對走勢好轉。<br /><br />可見投資本身是無常,市場也有不理性及 over react的時候。把一套投資理念執行時不免會碰到操作上的實際難題,及找一個相對較可行和勝算較高的策略執行<br />You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-63843270682985085352018-03-06T22:06:27.409+08:002018-03-06T22:06:27.409+08:00為甚麽又買回ANET?為甚麽又買回ANET?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-82037870769427785902018-03-05T23:45:22.997+08:002018-03-05T23:45:22.997+08:00buy back ANETbuy back ANETYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-89908553298005391102018-03-05T18:42:44.255+08:002018-03-05T18:42:44.255+08:00
在Seeking Alpha看到三隻您關注的美股的文章,文章最重要的重點如下:Netflix -...<br /><br />在Seeking Alpha看到三隻您關注的美股的文章,文章最重要的重點如下:Netflix - 用大數據製作吸引的劇集內容、ATVI - 遊戲收費項目的增長前景、SPLK - 大數據分析<br /><br />How Big Can Netflix Get?<br />https://seekingalpha.com/article/4150838-big-can-netflix-get<br /><br />Activision Blizzard: An Undervalued Microtransactions Machine<br />https://seekingalpha.com/article/4150230-activision-blizzard-undervalued-microtransactions-machine<br /><br />Splunk: The Unstoppable Firecracker<br />https://seekingalpha.com/article/4152951-splunk-unstoppable-firecrackerYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-5792172462291891612018-03-05T10:29:12.601+08:002018-03-05T10:29:12.601+08:00Sell 914Sell 914You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-63735489647906982592018-03-04T23:54:26.275+08:002018-03-04T23:54:26.275+08:00今日去買波鞋,睇到Nike的價企得最硬淨,買兩對先9折,Adidias同Under Armour6折...今日去買波鞋,睇到Nike的價企得最硬淨,買兩對先9折,Adidias同Under Armour6折至8折,最後買了under armourYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-16569744234222095932018-03-04T11:44:01.973+08:002018-03-04T11:44:01.973+08:00謝謝!謝謝!lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-3605442540220023902018-03-04T01:33:34.653+08:002018-03-04T01:33:34.653+08:00有跟足我買賣記錄的話,應意會到如何買對股票,但避免被市況波動所震走是一需學習的課題有跟足我買賣記錄的話,應意會到如何買對股票,但避免被市況波動所震走是一需學習的課題You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-90046601991582154002018-03-04T01:13:48.025+08:002018-03-04T01:13:48.025+08:00參考文章
Splunk: The Unstoppable Firecracker
Splunk ...參考文章<br /><br />Splunk: The Unstoppable Firecracker<br /><br />Splunk shares rose >10% and broke $100 for the first time after reporting Q4 earnings.<br /><br />Revenue growth accelerated yet again to 37% y/y, up from 34% y/y in Q3 (which in itself was already an acceleration from Q2).<br /><br />Cash flow also saw healthy growth, and the company smashed earnings and guidance targets.<br /><br />Demand for data and data services is ramping and doesn't look like it will taper down anytime soon.<br /><br />Despite all the positive signals, shares look fairly valued at 8x forward revenues.<br /><br />https://seekingalpha.com/article/4152951-splunk-unstoppable-firecrackerYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-27686841738284850822018-03-04T01:12:25.187+08:002018-03-04T01:12:25.187+08:00主要考慮都係大盤風險,美股及港股仍未脫離危險期,通脹加息及貿易戰會是不明朗因素。目前現金水平25%,...主要考慮都係大盤風險,美股及港股仍未脫離危險期,通脹加息及貿易戰會是不明朗因素。目前現金水平25%,在此市況下己不算太高<br /><br />對 SPLK 及 ATVI 較有興趣,前者做大數據分析,後者於電競及媒體均有吸引的投資主題賣點<br /><br />至於好未來,走勢向來比較飄忽,且有您之前提到的政策風險。Nike是人所共知的品牌,但看不到很吸引的增長爆發點,且只是剛好守住50天線You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-23375817659716658262018-03-03T14:06:02.663+08:002018-03-03T14:06:02.663+08:00you sir,有冇考慮買返TAL, SPLUNK, NIKE, ATVI等等之前買過果D股, 有D...you sir,有冇考慮買返TAL, SPLUNK, NIKE, ATVI等等之前買過果D股, 有D都逆市升得唔錯WOlam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-64938648057992582642018-03-01T14:32:32.945+08:002018-03-01T14:32:32.945+08:00
小心鋼鐵股及鋁股等
Trump Likely to Impose Stiff Steel, ...<br /><br /><br />小心鋼鐵股及鋁股等<br /><br />Trump Likely to Impose Stiff Steel, Aluminum Tariffs<br /><br />https://www.bloomberg.com/news/articles/2018-03-01/trump-is-said-to-likely-impose-stiff-steel-aluminum-tariffsYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-92182888039368750302018-03-01T11:23:14.286+08:002018-03-01T11:23:14.286+08:00在通脹及加息預期升溫下,美股的市況仍偏弱,昨晚減持升勢遇阻的Nvidia (NVDA US)
今早...在通脹及加息預期升溫下,美股的市況仍偏弱,昨晚減持升勢遇阻的Nvidia (NVDA US)<br /><br />今早看見這篇AMD搶佔Nvidia及Intel market share的消息,解釋了NVDA近期的走勢稍為減弱。惟這當中主要是因加密貨幣的採礦所洐生的替代需求所致,並無代表公司核心競爭優勢改變<br />AMD Gains Market Share From Intel And Nvidia<br />https://seekingalpha.com/article/4151990-amd-gains-market-share-intel-nvidia<br /><br />Why AMD Took Market Share In Graphics Chips From Nvidia<br />https://seekingalpha.com/article/4152027-amd-took-market-share-graphics-chips-nvidiaYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-49788032368664933772018-02-27T10:09:59.894+08:002018-02-27T10:09:59.894+08:00Buy executedBuy executedYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-3351164363508396092018-02-27T09:56:40.216+08:002018-02-27T09:56:40.216+08:00正猶豫應否買入,業績無疑很好,但股價目前只升2%多些及高開低收,絶對不配合及令人有戒心。想到的潛在風...正猶豫應否買入,業績無疑很好,但股價目前只升2%多些及高開低收,絶對不配合及令人有戒心。想到的潛在風險是中國可能加強限制國內居民境外買保險You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-48847978405540447052018-02-27T09:49:10.671+08:002018-02-27T09:49:10.671+08:00合理決定,此外在我的美股watchlist中,Nike (NKE)、Goldman Sachs (G...合理決定,此外在我的美股watchlist中,Nike (NKE)、Goldman Sachs (GS)、波音(BA)等大名股票的走勢也很值得留意You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-80929895965186899912018-02-27T09:36:38.923+08:002018-02-27T09:36:38.923+08:00《藍籌業績》友邦(01299.HK)全年度新業務價值升28% 近市場預期上限
友邦保險(01299...《藍籌業績》友邦(01299.HK)全年度新業務價值升28% 近市場預期上限<br /><br />友邦保險(01299.HK) 公布,公司截至去年11月底止全年業績,錄新業務價值35.12億美元,按固定匯率(CER)及實質匯率(AER)計,均按年升28%至35.12億美元,亦近市場預期上限水平(券商料友邦全年度新業務價值介乎33.82億至35.48億美元),輕微高於本網早前綜合15間券商預測中位數為34.9億美元,創紀錄新高。<br /><br />新業務價值利潤率56.8%,按固定匯率及實質匯率計按年分別提升4.1個百分點及4個百分點;年化新保費60.92億美元,按固定匯率及實質匯率按年同增19%。<br /><br />公司截至去年11月底內涵價值501.31億美元,按固定匯率及實質匯率計分別按年增長16%及19%,亦高於市場預測中位數之491.3億美元。<br /><br />友邦全年度錄純利61.2億美元,按年增長47%,高於本網早前綜合13間券商料其全年度盈利介乎45.01億至58.02億美元;期內每股基本盈利0.51美元,派每股末期息74.38港仙(截至2016年11月底止同期63.75港仙),全年派息1港元(截至2016年11月底止同期85.65港仙)。<br /><br />全年度保費及收費收入269.86億美元,按年增長24%,高於本網早前綜合7間券商料友邦全年度淨保費及收費收入介乎224.88億至255.58億美元水平。集團截至11月底止主要營運公司AIA Co.按香港保險業條例基準計算的償付能力充足率443%,按年提升39點子。<br /><br />友邦表示,全年度香港地區新業務價值為15.59億美元,按固定匯率及實質匯率計均按年升34%,新業務價值利潤率提升至53.2%;內地地區新業務價值8.28億美元,按固定匯率計升60%)(實質匯率計均按年升54%);全年度泰國地區新業務價值按固定匯率計跌4%至3.81億美元。You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.com