| Roku (ROKU US) | 12.9% |
| Coupa (COUP US) | 11.2% |
| Exact Sciences (EXAS US) | 10.6% |
| MercadoLibre (MELI US) | 10.5% |
| Nvidia (NVDA US) | 7.4% |
| Zscaler (ZS US) | 7.2% |
| Alphabet (GOOGL US) | 6.8% |
| Ping An (2318 HK) | 6.6% |
| Eversunshine (1995 HK) | 6.2% |
| MongoDB (MDB US) | 4.6% |
| Lululemon (LULU US) | 3.9% |
| Apple (AAPL US) | 3.8% |
| Alteryx (AYX US) | 3.3% |
| Wuxi Biologics (2269 HK) | 2.9% |
| Datadog (DDOG US) | 2.8% |
組合 year to date回報：(17.5)%
標普500 year to date年回報：19.6%
恆指 year to date 回報：3.2%
－ 過去一個月把每注的注碼分散，分段下注。且加大港股及美股藍籌及中型股的比重，不再過份側重中小型增長股。和10月初最低迷時期比較，投資表現已有改善。但目前的投資組合的確是稍為分散，把組合集中至11-12隻股份應較適合
－ SaaS及相關高增長股己降至一個偏低比重，但仍拖累投資組合表現。市場目前轉向偏重盈利及價值，而非強調增長但未錄得盈利的公司。有劵商調低個股如WORK及WDAY，亦拖累板塊表現，惟這些調低評級是個別公司問題多於整個板塊的前景。尤其是COUP, AYX及MDB等，公司目前於其範疇的領前的優勢頗為明顯，不用擔心競爭風險。然而這批股份自10月初的反彈力度未如理想，未能擺脫下跌走勢。即使看好其長期前景，也要適當尊重市場，走勢未顯著好轉前不會再加注，甚或檢視有否再減持的需要
－ 中小型增長股中，唯一有可喜表現的是智能電視平台ROKU，Apple TV剛宣佈加入ROKU陣營也再助長升勢；公司的賣點是其智能電視的operating system，可幫助觀眾管理及re bundle Netflix, Disney Plus, Amazon Fire等串流電視的訂閱。港股的物業管理股(今天剛沽出奧園健康(3662))亦幫了投資組合一把。非SaaS類別的美股，如Apple, Luulemon, Nvidia等，其實表現不俗，只怪未有再加碼
－ to round up目前手頭上有兩批股份；一批是較大路的公司，股價處明確上升走勢，但稍為超買。另一批是潛在明日之星，但因估值貴及大部份尚未有盈利，目前走勢處一個整固期；但它們的股價已自高位回落不少、加上對他們的願景，不想在現階段再大量減持。今年餘下兩個多月的投資表現，視乎在這兩批股份之間的取捨。在適度尊重市場下，應該是有技巧地加大第一批的比重較為可取
雲端股比重可考慮進一步降低至佔組合15%以下,以策安全。
回覆刪除今晚美國增長股又來股災了，沽出了 MDB 及 ZS ，很有挫折感
刪除美股二、三線股雖有好些增長前景，但其波動性其實較港股更難駕馭，要想想如何克服此問題
每個板塊唔好佔組合太重,最多15%
刪除為何指數高位但好多股跌到似股災，市場好不健康，暫時不要踫軟件股及小型科技股，買藍籌股風險波動較低，進可攻退可守。真的好無奈。
回覆刪除雖則是估值由高水平修正，但這波的跌幅實在是跨張了點。原本以為10月初，小型科技股可以企穩，但今晚又來一波洗倉。這樣的波幅可能連港股的妖股也不如
刪除經此教訓，不會忽視藍籌股平衡組合的重要性。買中小型股的話，可能要設定強制自動沽出功能以控制風險
Buy ZNGA Add NVDA
回覆刪除美股增長股(RPG)由2017年起便一直跑贏價值股(RPV)，已2年多，目前似乎有逆轉跡象，可能有機會重演2012及2016年的走勢，在增長股連續跑贏２年后，價值股便來一次大反撲。
回覆刪除今年是很慘痛的教訓，想不到美股板塊之間的差異可以這麼大
刪除目前正在調整組合中。有什麼價值股可留意？
老實說價值股之所以成價值股都是因為缺乏吸引力望落唔開胃貨色，只是博悲觀過度引發一波mean reversion行情，金融股可算是目前最具代表性價值股，我選了比美國還要低殘的歐洲金融股ETF(EUFN)。
刪除如要求同時兼備低估值及強momentum的話可考慮Home Builder，DHI及LEN都是不錯選擇。
I just bought Waste Management (WM US)
刪除大市在升，但SaaS類高增長股仍被洗個不停
刪除昨晚再沽出 COUP 及 EXAS，小注買入 Waste Management (WM) 及 Neurocrine Biosciences (NBIX)
回覆刪除這是一個很慘重的教訓，美股指數仍企穩在高位，但高估值增長股卻經歷股災。10月份的回升應來只是短暫的反彈，繼續重整組合，分散是其他估值相對合理的股份。以下貼出買入NBIX 及 WM的分析理據
Neurocrine Biosciences discovers and develops pharmaceuticals for the treatment of neurological and endocrine-related diseases.
回覆刪除Sales of Neurocrine's first drug, Ingrezza, have ramped quickly and should eventually reach $2 billion or more. In addition, they have already made the company profitable.
A partnership with AbbVie gives the company a strong global royalty stream on a second drug, Orilissa.
The company's undervalued pipeline includes late-stage programs in Parkinson's disease and congenital adrenal hyperplasia, both blockbuster opportunities.
Neurocrine Biosciences is focused on neuroscience and endocrinology — two overlooked areas in an industry where many companies are in cutthroat competition over cancer treatments. Creating new medicines for diseases like Parkinson's and amyotrophic lateral sclerosis (ALS, or Lou Gehrig's disease) is a high-risk business. But Neurocrine has taken a lot of the guesswork out of its business model with the early success of Ingrezza and a significant royalty on Orilissa. That gives today's investors a stable base, with the chance for some major upside in the years to come.
If you feel nervous about some of the high-flying valuations we've seen in the market recently, Waste Management (NYSE: WM) is the perfect foil for your growth-oriented portfolio. Not only has the stock been on a tear over the past year, outperforming the S&P 500 by more than 25 percentage points, but the company also has some competitive advantages (such as a nationwide network of landfills and transfer stations) that will make it extremely hard to dislodge.
回覆刪除Waste Management's steady increase in revenue and earnings as well as its predictable dividend make it a wonderfully defensive company. Moreover, its business still has plenty of growth potential at more reasonable prices. The "growth of excess," as David puts it, can fuel opportunity for Waste Management far into the future — even amid a recession. Moreover, the natural duopoly between Waste Management and Republic Services (NYSE: RSG) has helped the company build a strong moat — even if that moat is, in fact, full of trash.
Every so often, a turnaround actually turns around. When Frank Gibeau became CEO of Zynga (NASDAQ: ZNGA) in early 2016, the mobile game developer was in trouble. Revenue the year before was down 40% since 2012, and its stock price, after crossing $14 in 2012, was muddling around the $2 mark. But since then, he and his team have hit upon a winning strategy, and the way we see it, there's more winning to come.
回覆刪除The gaming world is huge — $150 billion, by some estimates. Zynga is tiny compared to giants like Tencent (OTC: TCEHY), but it's looking to get bigger through some judicious acquisitions. Zynga recently acquired Merge Dragons! and Empires and Puzzles to its stable of "forever franchise" games — games that generate over $100 million in bookings annually. And more will come. Zynga recently raised about $600 million in convertible debt, giving it a cash hoard of $829 million.
Instead of taking the expensive and risky route of developing its own games, Zynga is trying to acquire proven franchises — a smart strategy, since a lot of these casual games are easy to mimic. Once acquired, Zynga can do the mimicking itself by spawning different versions of a single franchise, something that entertainment companies like Walt Disney (NYSE: DIS) have been doing for years.
The results have been stellar. The last five quarters have seen accelerating growth rates. In the second quarter of last year, revenue was only up 3.7% year over year. In the second quarter of this year, sales went up 41.2%! Some of that owes to the acquisition of Small Giant (the developer of Empires and Puzzles), but even without that acquisition, revenue would have gone up a very respectable 24%. Over the last 12 months, free cash flow has clocked in at almost $215 million, and the stock price has nearly tripled since Gibeau took over.
Buy ISRG and Add GOOGL
回覆刪除Sell 1995 HK
回覆刪除Buy 2007 HK 960 HK
Diversifying into China properties sector
物管走勢超好, 而且物管不受經濟影響, 輕資產類別, 為何要止賺? 反而內房重資產, 負債重, 風險較高。
刪除都是原先選股的問題，1995在同行中走勢最落後，還未破頂，加上成交稀少；選股應取同行業早的領先股份，1995相對來說差不多是最落後股。早前沽出3663奧園健康是主動式沽出考慮，股價高於50天線逾20%，RSI 高於70.以今天的走勢看來，可能是沽得早了。所以沽貨的時機不容易掌握得好
刪除內房股始終估值偏低，且開始營造底部，可予投機性買入
Sell WM because of less than satisfactory financial results
回覆刪除Add NVDA and ISRG
now do the trade bit by bit in little portion to diversify risk
Buy 3690 HK
回覆刪除昨天沽出永升生活(1995)，的確是一個錯誤的決定，錯失了今天的升幅。錯在於買入此股時，未有考慮此股的股價波幅及相對同行業表現；波幅大及走勢相對落後容易令人做錯決定
回覆刪除平保(2318)，昨日公佈第三季業績，盈利雖增逾60%，但投資者不滿意保險新業務價值表現未如預期，有所放慢。這份業績的確未如理想，但股價目前仍在波幅區間運行，未有跌波幅區間的下限約89.7元水平暫未有需要沽出。要學習買賣不太受市場情緒帶動
平安今天的下跌, 可能更多的是因為之前相對大市的強勢, 業績後借勢回吐.
刪除新業務價值增速4.5%, 確實不高, 但從各公司每月公佈的保費收入等數據中, 應該會已經有心理準備. 我認為這個低增速同樣只是回吐的藉口.
從比較單純的估值看: 剔除各種非經常性損益後的運營利潤增速有21.5%, 無論如何都是非常優秀了; 加權非年化平均ROE九個月達21.4%, 年化的話肯定更高, 同樣非常好; 年化淨投資收益率4.9%, 總投資收益率6%, 應該達到精算假設有餘, 未來多半可以有些運營偏差的收益; 根據半年報推算的年底PEV只有1.2左右
上述數字都顯示以當前的價格來說, 平安遠算不上貴, 業績後幾個點的短期波動無改長期投資價值. 以多年來平安優秀的管理和業績, 對比友邦, 即使給個友邦估值的八折, 到今年底股價也最少值1.5PEV, 即120元, 當然能不能達到目標是另一回事.
我覺得以平安這樣規模的企業, 買入的話, 最好是做中長期打算, 只要長期基本因素不變, 當前估值不高, 波動可以不理. 翻查記錄, 我的炒賣倉的平安買入的時間晚於長線倉, 第一注是17年5月底50元買入, 最高買在62元, 算上派息, 不理波動持有兩年多, 回報近倍, 絕不失禮.
多謝陳sir提點，要坐得定也是我需向您學習的地方。也聽聞平保在 fintech 方面做得比對手領前很多
刪除美股今晚似乎有機打破多月上落悶局向上突破
回覆刪除周五晚納指剛好破了歷史高位，只是 SAAS 及相關高增長股要選得更 selective，市場在剛剛的大調整後，資金更集中在增長前景更明確的股份上
刪除今晚S&P500也突破了，配合避險的TLT、GLD、XLU、VNQ等下跌 及 半導體、銀行股等風險資產的持續強勢，似乎今次真突破及開展一波大升浪的機會頗高，希望如是
回覆刪除對，在中美貿易有望達成初步協議下，似乎有機會來過 year end rally
刪除今天作了一些微調，沽出ZNGA，增持 ROKU及MDB，以及港股的港股2269.希望以輕微的杆桿，集中在走勢相對較好的股份上，在年結前收窄損失。
Alphabet 一會收市後公佈業績，且看表現如何
Sell AAPL (take profit)
回覆刪除Reduce GOOGL (profit missed estimate, but still 20% earnings growth, earnings missed was due to some non operation items, so only cut position)
Buy OKTA
Sell 2007 HK
回覆刪除Buy 3690 HK
始終對內房股未有十足信心，碧貴園也未展現領導性的動力。沽出並增持繼續強勢的美團點評，公司才剛錄得盈利，未來應還有不俗爆發空間
So far I agree with this comment. GOOGL is still high in my watch list. The result miss was not that bad at all and 20% revenue growth at such a high base of comparison is impressive. I am watching for an opportunity to add more on its dip
回覆刪除Eric Sheridan, the number 1 analyst on Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) from UBS:
"They had to account for the $57 million French fine. Investments were marked to market. If you drill down, GOOGL didn't disappoint. No miss on-site revenue and beat on cloud revenue. Core business doing great still running at 20% growth. I still have an 18-month guide for an upside $1,500-1,600 with a downside of $1100. GOOGL has now had 2 quarters of accelerated revenue..."
Reduce NVDA
回覆刪除Buy back COUP
Small mid cap growth stocks are picking up momentum again
Buy MSFT to balance portfolio with blue chips inclusion
刪除看來YOU兄還是很鍾情SaaS等高增長股，我目前只餘下ROKU，TTD，RNG、COUP，AYX這幾支，占組合比例少於10%，我會等走勢出現較明確轉勢訊號才考慮增持這類股
回覆刪除那我是確信他們是有亮麗的增長前景，只是早前在估值很高的時候買入時機上不適合
刪除中小型增長股的相對走勢似乎再度轉強。目前己汲取教訓，買的股票種類雖多但每一注碼在4%以下，盡量分散風險
那依您準則，何謂之走勢出現較明確轉勢訊號呢？謝謝
刪除我主要從圖表技術方面考慮，如走勢出現higher high higher low或升破前反彈高位或重上之前失守的重要支持位等，提示downtrend可能已完結。依我所見，目前大部份相關股份還未出現上述走勢。ROKU,COUP,RNG 屬少數走勢較強股份，TTD,OKTA則似乎率先轉穩
刪除不過好在大市已突破向上，大大增加了SaaS及高增長中小股目前已跌定見底的機率，總不會納指一路爆上，SaaS一路爆下吧？
自8月初已無再掂這隻TWLO了。公司剛剛的季報，無論業績及guidance均未如理想，after market 跌近8%。公司的相對走勢自今年中已顯著轉弱，但當中仍很多人看好，所以要適當尊重市場訊號
回覆刪除對雲端相關股份的增長前景仍持正面看法，但經這一輪的洗牌後，會更集中在業績及guidance更有保證的股份。
持有的AYX及MELI周四收市後將公佈業績
Twilio (NYSE:TWLO) has tumbled 11.7% postmarket following Q3 earnings where it beat high estimates but also offered dim guidance for the current quarter.
Revenues grew 75% to $295.1M, and base revenues grew 79%. That revenue growth was also up 7% from the second quarter in both cases.
Operating loss was $94.7M (and non-GAAP operating loss was $3.6M, down from a gain of $4.3M a year ago).
Attributable GAAP net loss was $0.64 vs. a year-ago loss of $0.28; non-GAAP EPS fell to $0.03 from $0.07.
Active customer accounts more than doubled, to 172,092 (including contribution from SendGrid, acquired in February). Dollar-based net expansion rate was 132% vs. a year-ago 145%.
For Q4, it's guiding to revenue of $311M-$314M (with base revenue of $300M-$302M, vs. consensus for $320.7M), and EPS of $0.01-$0.02 (well below consensus for $0.07).
For the full year, that means total revenue of $1.114B-$1.117B (base revenue of $1.053B-$1.055B), and EPS of $0.16-$0.17.
MDB teaming up with Alibaba is also a positive development and this explains its recent strengthening share price movement
回覆刪除Alibaba (NYSE:BABA) Cloud will offer its customers a MongoDB-as-a-service (NASDAQ:MDB) solution. Customers can use the managed offering from BABA's global data centers.
New MDB features now supported on the cloud platform include multi-document ACID transactions, aggregation pipeline type conversions, non-blocking secondary reads, extensions to change streams, and faster data migrations.
銷售文件顯示，藥明生物（02269）配股，涉及7000萬股，涉資約59.36億至61.46億元。
回覆刪除文件披露，藥明生物配售7000萬股，當中3500萬股為新股，餘下3500萬股為舊股，舊股來自大股東WuXi Biologics，每股配售價84.8元至87.8元，較今日收市價92.5元，折讓5.08%至8.32%，涉資約59.36億至61.46億元。
藥明生物從配售新股所得資金約29.68億至30.73億元，將用於支持兩項新業務發展。
老劇本，又拉高配股
我也預計可能會炒高配股，但想不到那麼快，怪不得今天收市前的成交大增，應是有春江鴨散貨
刪除配股作擴充還可以，但在這水平套現舊股有點兒那過，明天可能要減持
Sell MELI US
回覆刪除今日收市後公佈季績，但季績前股價仍完全反彈乏力，恐怕 turn out不會是好結果
Buy 3883 HK
回覆刪除AYX的業績完全對版且有驚喜，revenue 按年增65%，會計準則上有虧損是因債務公平價值變動等因素；按全年計己能錄得盈利。有機會增持
回覆刪除Alteryx (NYSE:AYX) +3.6% posts a 65% Y/Y revenue growth that helps drive its Q3 beats. The mixed Q4 outlook sees upside revenue of $128-131M (consensus: $126.15M) and downside EPS of $0.27-0.30 (consensus: $0.33).
AYX ended the quarter with 5,613 customers, up 30% Y/Y. The company added 335 net new customers in Q3.
FY19 guidance has revenue of $389-392M and EPS of $0.57-0.60.
AYX 績佳爆上，MELI earnings miss 向下突破，YOU兄昨日操作漂亮
回覆刪除其實不盡然，今晚增持AYX的時機遲了。反而今天買了內房股3883應是不錯的決定。
刪除業績前股價走勢明顯差的通常不會有好結果。只是AYX佔我portfolio 的比重很低，而我對此公司仍很有信心，所以無沽出。反之MELI卻面對拉打美洲的先天性不確定因素
經這一輪業績後，可見大部分高增長股要維持增長，不少仍要大量marketing或R&D 的成本投入，資金應會進一步集中於AYX 這一類已先見盈利的公司
Add AYX & NVDA
回覆刪除Sell LULU
Buy back 3662 HK
回覆刪除技術上港股今天也突破了
回覆刪除對，在估值偏低及走勢落後下，港股年底前應會來一波反彈
刪除目前市埸似乎仍是在追買Value stock，本輪升市銀行、半導、工業、運輸等價值/周期類別表現強勁，Growth/Momentum (MTUM、RPG)表現落后，我估這個趨勢還會繼續，情況有如2012年底及2016年初，所以目前我倉位大幅增持Value及周期，希望能盡量緊貼食正這個升浪
回覆刪除對，估不到增長股的表現可和指數差距那麼大，今天因TWLO向下修正 guidance 又引來相關股票洗倉。明明指數大牛市，但中小型股增長股卻是股災，今天這個表現絕對是意料之外，也浪費了近日增投港股的良好表現。今年絕對是一個很失敗的教訓。
刪除我對這些 value based的美股不熟，有否推介？在目前市況下增持港股也是可以考慮的選項
刪除港股是全球主要市場中估值最便宜之一，要增持Value，港股確是個不錯選項，美股Value我主要增加了銀行類(BAC,C,KRE,EUFN)及一些價值型ETF ( RPV,IJS)
刪除最近的確有重投港股，但港股買得落手的公司又不多，以及始終會留意港元的黑天鵝風險
刪除進一步減持高增長股
回覆刪除Sell ROKU (業績前股價顯著轉弱始終令人有些戒心
Reduce MDB
Buy TSLA
Add GOOGL
Buy 914 HK
回覆刪除Sell 2269 HK
刪除AXY跟TWLO大跌, 睇黎未係時候可以買入SAAS股
回覆刪除Microsoft 正推出和AYX相似的大數據分析產品，可能增加競爭風險，要注意
刪除https://boards.fool.com/microsoft-launches-alteryx-competitor-34335058.aspx?sort=whole#34335058
對，目前買美股的話，還是大路選擇算數,SaaS的確比重不宜太高。
刪除今年大力買入SaaS，的確是一個很失敗的教訓。首先買入時機不對，此外這些股份的頗幅很大，很容易被震走。我昨晚也沽出了ROKU，算是有雙位數的利潤；雖則對此公司有信心，但承受不了公佈季績前股價大幅波動
頂不住好地地又被洗，沽出COUP,AYX，現只餘ROKU，RNG，TTD三支只占6%，失望。
回覆刪除RNG聽講季績好，也可以來個差不多升幅全消失
刪除SaaS真的是玩完, 多次反彈失敗, 宜退避三舍。但美股的吸引力是動力股, 但現在價值股當道, 若買入銀行股便違反我們的理念。
回覆刪除至少中期而言是玩完，原因己減持不少，但10月初的反彈又給我 false hope ，雖則今次離場相對上損失輕了很多，稍後會一次過公佈今晚組合改變及幾天內會發新文
刪除that's why I bough more HK equities lately
刪除typo, 原本 not 原因
刪除都冇辦法，暫時順勢而行增持價值股較佳，冇理由看著美股在一直上沖而不去參于吧
回覆刪除根據2013及2016年兩次價值股大反撲經驗，價值股Mean Reversion可持續跑贏增長股1年多時間，所以目前價值股跑贏可能只是起步階段。
刪除Sell COUP AYX MDB OKTA
回覆刪除Add NBIX TSLA
終要忍痛和高增長股說再見，只餘下DDOG。上了沉痛的一課，一次過 write off 後要重新上路
NBIX 的季績其實不錯。Revenue 有46%增長，盈利稍低於預期是因策略投資的減值
關於 Tesla，這篇台灣文章寫得幾好。我相用最layman 的方式說，Tesla和傳統汽車的差別很類似於 iPhone和的智能手機前年代的分別，即是software oriented than hardware oriented
回覆刪除Elon Musk 以往給人的印象不可靠，但隨著上海廠房投產可望解決生產bottleneck財政上又的確開始 breakeven，至少中短期內可以買入
https://daodu.tech/10-29-2019-tesla-makes-profit-volkswagen-group-launch-electric-car-4-layers-of-startup-disruption
COUP今天大跌的謎底如下。始終對這些成長初步的企業來說，高增長的背後，競爭威脅是一個潛在風險。要發掘下一批 FANG不是不可以，但要很注意注碼控制及風險管理
回覆刪除Coupa Software (NASDAQ:COUP) drops 6.1% after yesterday's announcement that Workday will acquire Scout RFP for $540M.
Morgan Stanley says the implied competitive pressure in the headlines likely won't have an impact on COUP's fundamentals due to the strength of its ecosystem and breadth of its product suite.
Post updated to include more information from Morgan Stanley's note.
Buy 1299 HK
回覆刪除請問YOU SIR為何知道水泥股處於周期之中?
回覆刪除I take reference from this
刪除https://index.ccement.com/
水泥價格目前尚未是很明確的上升走勢，但至少能在高位橫行。海螺水泥第三季的業績不俗，且ＰＥ值又在中單位數，周線圖上有機會突破創新高，加上內房股走勢轉強也有利水泥股
刪除花旗發表報告表示，海螺水泥(00914.HK)第3季業績好過預期，將盈利預測上調4%至6%，較市場預期高出約2%至6%，目標價由57港元上調至58港元，重申「買入」評級。
報告指出，受第3季度銷售量非常強勁帶動，抵消平均售價略低的影響，令海螺水泥中國會計準則下的淨利潤達到85.56億元人民幣，按年增長10%，按季下降6.8%，比該行的預期高出11%。
該行預計第4季度房地產市場疲軟將逐步改善，而基礎設施需求也在復蘇，因此看好水泥行業，預計第4季度海螺水泥自產水泥和熟料的銷售量將按年增長3%，而第4季度的均價可能達到每噸357元人民幣，與去年同期持平，預期第4季單位成本會略為降低，每噸毛利達到174元人民幣。
Buy back 2269 HK
回覆刪除Buy back LULU US
刪除兩極化持續，指數不斷破頂，但SaaS不斷逆市向下。我想處於下降軌的股已可以RULE OUT。
回覆刪除SQ業績後卻出現價格突破，已經整固一年了，可以繼續密切觀察，也是Saul的持股之一，也可以當價值股一並考慮。
還有INTEL也像業績後TURNAROUND, 晶片股隨著貿易戰緩和, 經2018年-2019年大半年的整固後, MOMENTUM也迎來一波升浪。
高增長股我沽剩一隻DDOG，由於比重太低沒特別理會，那知也拖低了昨晚本來不錯的美股表現
刪除Saul應該已再沒持有Square了。在目前市況下，對這些中小增股還是盡量避免，畢竟個sector還是大downtrend。以基本面來說，payment processing面對的競爭對手不少，Square要打入大企業應用有困難，且投資者對早前公司CFO的離職也持保留看法
不過若單以個股走勢而言，SQ是打了一個具說服力的底部
刪除Shall be positive on AIA and HSBC
回覆刪除國務院：全面取消在華外資銀行等金融機構業務範圍限制
那對內銀股有影響?
回覆刪除利申:持有939,3988
唔覺有主要影響。反而這單新聞，可刺激對中小型內銀合併的憧憬，但對這方面完全不熟
刪除據《彭博通訊社》引述知情人士稱，內地金融監管機構正考慮籌劃資產少於1,000億元人民幣的問題銀行合併或重組，加強控制內銀行業風險。消息稱，地區政府將負責與問題銀行接洽，中央政府有需要時可提供流動性支持。