tag:blogger.com,1999:blog-7177962749989925788.post2556188282868354165..comments2023-10-29T17:24:02.681+08:00Comments on YOU'LL NEVER WALK ALONE: 更新@ 17 JulyYou'll Never Walk Alonehttp://www.blogger.com/profile/08272358683483397165noreply@blogger.comBlogger24125tag:blogger.com,1999:blog-7177962749989925788.post-42648966866772021182018-07-31T22:51:50.571+08:002018-07-31T22:51:50.571+08:00玩得開心D, 回港後再期待你的操作!玩得開心D, 回港後再期待你的操作!lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-50692576349051530942018-07-31T14:59:50.356+08:002018-07-31T14:59:50.356+08:00Sell 2269 HKSell 2269 HKYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-83443413385585612032018-07-31T14:28:25.379+08:002018-07-31T14:28:25.379+08:00要瞭解美股不難,近年對Facebook 無興趣是因用戶老化明顯,且推放式廣告及其他browsing ...要瞭解美股不難,近年對Facebook 無興趣是因用戶老化明顯,且推放式廣告及其他browsing experience 令人煩厭。今次業績令人失望並不意外。<br /><br />反而Twitter也受重創,但我對公司仍有點期望You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-987727176685016142018-07-31T14:22:37.756+08:002018-07-31T14:22:37.756+08:00Generally speaking 20 day MA is a suitable buying ...Generally speaking 20 day MA is a suitable buying price for a growth stock. But for HK listed education stocks, I am getting a bit wary that there is increasing stock offerings right now in the marketYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-80703780750833743412018-07-31T14:20:34.610+08:002018-07-31T14:20:34.610+08:00這星期外遊,雖能睇住美股,但沒法分心作出買賣應付美國科技股的重創,實在心痛。短線股價可能有些over...這星期外遊,雖能睇住美股,但沒法分心作出買賣應付美國科技股的重創,實在心痛。短線股價可能有些overshot,組合重創已成,唯望下周回港再作應對You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-19106827987400104472018-07-28T17:29:01.332+08:002018-07-28T17:29:01.332+08:00YOU Sir,
Do you have any buy-in price for 1317, 60...YOU Sir,<br />Do you have any buy-in price for 1317, 6068, and 6169?<br /><br />ThanksKevinhttps://www.blogger.com/profile/07273269202681536887noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-38426751473421167592018-07-27T20:13:32.229+08:002018-07-27T20:13:32.229+08:00次次 TWTR 都跟 FB 插次次 TWTR 都跟 FB 插CUPhttps://www.blogger.com/profile/10132648712120744761noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-78361687993597569442018-07-26T11:18:20.388+08:002018-07-26T11:18:20.388+08:00i mean 佢地的業績i mean 佢地的業績lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-85078750140443908892018-07-26T11:17:47.455+08:002018-07-26T11:17:47.455+08:00FACEBOOK業績又拖累今晚科技股,希望TWITTER, AMAZON冇事。FACEBOOK業績又拖累今晚科技股,希望TWITTER, AMAZON冇事。lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-77322414517402614792018-07-21T00:35:52.744+08:002018-07-21T00:35:52.744+08:00Sorry typo, its HQYSorry typo, its HQYYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-62815273352508219452018-07-21T00:27:44.435+08:002018-07-21T00:27:44.435+08:00都有留意下,但有潛力都無用,大市表現咁差即使買對也很容易被指數拖累都有留意下,但有潛力都無用,大市表現咁差即使買對也很容易被指數拖累You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-91668900579083643172018-07-21T00:25:48.891+08:002018-07-21T00:25:48.891+08:00Buy HQBuy HQYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-37315884811185573952018-07-20T21:39:01.373+08:002018-07-20T21:39:01.373+08:00有無留意物業管理個幾隻? 好似仲幾好潛力咁有無留意物業管理個幾隻? 好似仲幾好潛力咁Ed Choihttps://www.blogger.com/profile/04045262892734889145noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-58739225096879926102018-07-20T14:11:51.016+08:002018-07-20T14:11:51.016+08:00己再放入watchlist,謝謝。我港股的部位差不多要清倉了己再放入watchlist,謝謝。我港股的部位差不多要清倉了You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-52304865454411039912018-07-20T13:56:10.514+08:002018-07-20T13:56:10.514+08:00《大行報告》瑞銀下調舜宇(02382.HK)目標價至150元 料鏡頭模組毛利疲弱
瑞銀發表報告表示...《大行報告》瑞銀下調舜宇(02382.HK)目標價至150元 料鏡頭模組毛利疲弱<br /><br />瑞銀發表報告表示,重申對舜宇(02382.HK)「中性」評級,下調對其目標價由原來165.5元降至150元,按現金流折現率作估值,相當於預測一年市盈率29.3倍。該行指舜宇現股價相當未來一年預測市盈率27.4倍,指已估值已反映市場對其長遠增長預期。<br /><br />該行指,為反映鏡頭模組毛利疲弱因素,調低舜宇預測2018年至2020年每股盈利預測19.6%、13.1%及9.1%,分別至3.37、5.1及6.54元人民幣。該行料智能手機至明年才會增加三鏡頭配置使用,料行業應用率為中至低單位數字。<br /><br />瑞銀表示,下調對舜宇今年上半年純利預測21%至14.44億人民幣(即較去年同期11.59億人民幣按年升25%),主要因手機鏡頭模組盈利能力轉弱,料手機模組毛利率會由去年上半年的12.7%(2017年下半年為13.5%),降至期內11%,因較高端智能手機設計升級有限,令其雙鏡頭盈利能力疲弱,兼且中價產品款式競爭加劇。<br /><br />無論如何,料公司手機頭毛利可抵銷上述負面影響,料舜宇上半年綜合毛利為20.3%(對比2017年上半年及下半年各20.6%及22.2%)。該行估計,舜宇旗下三鏡頭業務於今年下半年貢獻有限,毛利推動力相信來自效率及收益率提升。<br /><br />該行表示,舜宇上半年手機鏡頭付運按年升54%,主要是潛在市場範圍擴大,及部份小型製造商開支令其市佔率增加,但部份小型製造商只專注於低分辨率鏡頭,技術上升級困難,隨著同業大立光(3008.TW)在高端鏡頭市場穩固及收益率提升,舜宇機鏡頭付運雖然增長,但認為相關產品組合升級仍是市場關注焦點。You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-49892895792997999612018-07-20T11:39:39.678+08:002018-07-20T11:39:39.678+08:00square(SQ)幾好,美國支付寶概念,美國好多人用,昨日終於破頂,YOU SIR可以留意。square(SQ)幾好,美國支付寶概念,美國好多人用,昨日終於破頂,YOU SIR可以留意。lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-86562044311215592682018-07-20T11:28:17.301+08:002018-07-20T11:28:17.301+08:00Sell 2382Sell 2382You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-22599716885998077462018-07-19T15:30:23.303+08:002018-07-19T15:30:23.303+08:00今季分析員預期S&P500成份股平均盈利增幅超過20%,屬超高預期,要做好風險管理提防績后見...今季分析員預期S&P500成份股平均盈利增幅超過20%,屬超高預期,要做好風險管理提防績后見光死。Cheong Johnsonhttps://www.blogger.com/profile/01587397753777100281noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-59075222395683900932018-07-19T09:52:26.615+08:002018-07-19T09:52:26.615+08:00美股今季業績應該唔會差,最大風險還是中國因素最終會否拖累美股美股今季業績應該唔會差,最大風險還是中國因素最終會否拖累美股You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-72637718042110958062018-07-18T23:37:43.799+08:002018-07-18T23:37:43.799+08:00美股業績公佈,開始見真章...美股業績公佈,開始見真章...Anonymoushttps://www.blogger.com/profile/15294338603453583858noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-29357072890752292972018-07-18T00:31:56.902+08:002018-07-18T00:31:56.902+08:00話時話,美股的走勢仍很強,Netflix的跌幅大幅收窄,其他科技股己倒升話時話,美股的走勢仍很強,Netflix的跌幅大幅收窄,其他科技股己倒升You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-58514296884323644912018-07-18T00:29:11.605+08:002018-07-18T00:29:11.605+08:00賣出與否是個決定,也涉及個人的投資理念及取向。
然而,基於網絡效應,當用戶人數過了critical...賣出與否是個決定,也涉及個人的投資理念及取向。<br /><br />然而,基於網絡效應,當用戶人數過了critical mass時,只會逾增逾快。此外,成本結構以fixed cost 為主,一旦過了規模經濟的臨界點,利潤率擴張可以很快。今次業績用戶人數是 miss expectation,但以我理解利潤率是較預期高You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-12360108742923044782018-07-17T22:29:37.106+08:002018-07-17T22:29:37.106+08:00我放了一半,驚短期動力轉弱我放了一半,驚短期動力轉弱Cheong Johnsonhttps://www.blogger.com/profile/01587397753777100281noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-28000622873433484702018-07-17T22:14:56.591+08:002018-07-17T22:14:56.591+08:00謝謝你,今日我差點想放晒NEFLX謝謝你,今日我差點想放晒NEFLXlam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.com