tag:blogger.com,1999:blog-7177962749989925788.post3147724827099210420..comments2023-10-29T17:24:02.681+08:00Comments on YOU'LL NEVER WALK ALONE: 更新@11 JulyYou'll Never Walk Alonehttp://www.blogger.com/profile/08272358683483397165noreply@blogger.comBlogger59125tag:blogger.com,1999:blog-7177962749989925788.post-24466403954233240812019-08-21T00:40:37.849+08:002019-08-21T00:40:37.849+08:00我不會忽略相關風險,並密切注意。然而,美股的資訊透明度高,壞消息未浮面的風險較低。買增長股要忍受較大...我不會忽略相關風險,並密切注意。然而,美股的資訊透明度高,壞消息未浮面的風險較低。買增長股要忍受較大的短期波動。而員工行使 stock option,也可能是股價短期下挫的原因You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-76558416210980923502019-08-20T22:46:59.383+08:002019-08-20T22:46:59.383+08:00沒足夠信心及能力去判斷,由於ZS也是我最重倉股之一,昨日減了4份1,如有些反彈可能再減D以控制風險。...沒足夠信心及能力去判斷,由於ZS也是我最重倉股之一,昨日減了4份1,如有些反彈可能再減D以控制風險。Cheong Johnsonhttps://www.blogger.com/profile/01587397753777100281noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-70702351352006723002019-08-20T14:11:38.665+08:002019-08-20T14:11:38.665+08:00之前也提過,Zscaler的network security solution是針對 cloud c...之前也提過,Zscaler的network security solution是針對 cloud computing,其模式和傳統的network security solution截然不同,是屬於 disruptive product.半新股CRWD and end point solutions會是相近替代方案,但傳統的network security 公司要中短期內推出能和Zscaler競爭的產品,其實不太可能You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-38386535954677292052019-08-20T14:07:33.719+08:002019-08-20T14:07:33.719+08:00綜合美股投資討論區的看法,暫不擔心而視之為大型震倉。這份OTR其主要根據是對14個 resell p...綜合美股投資討論區的看法,暫不擔心而視之為大型震倉。這份OTR其主要根據是對14個 resell partner (sort of 分銷商)的channel check,而得出銷售放慢的論點。但問題是14個分銷商的sample size 實在太細You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-69026561346810643082019-08-20T13:44:16.503+08:002019-08-20T13:44:16.503+08:00有關報告的摘要
OTR Global downgrades Zscaler (NASDAQ:ZS)...有關報告的摘要<br /><br />OTR Global downgrades Zscaler (NASDAQ:ZS) from Mixed to Negative, citing growth that seems to be lagging compared to the overall security market.<br /><br />The firm says Q4 rates “slightly” weaker and deteriorated for some partners compared to Q3. OTR sees increased competition among Zscaler's channel partners.<br /><br />ZS will report earnings on September 10. Consensus estimates expect revenue of $82.83M with $0.02 EPS.<br /><br />Zscaler shares are down 8.5% to $74, up from today's low of $71.50. The company has an Outperform average Sell Side rating.You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-27708887131728055392019-08-19T22:50:42.252+08:002019-08-19T22:50:42.252+08:00跌成11%也是跨張,不知調低評級理據為何,如理由只是估值過高,我就不會太擔心。跌成11%也是跨張,不知調低評級理據為何,如理由只是估值過高,我就不會太擔心。Cheong Johnsonhttps://www.blogger.com/profile/01587397753777100281noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-26709076699427185812019-08-19T22:18:59.818+08:002019-08-19T22:18:59.818+08:00是有分析師調低評級,但網上只找到 restricted access的標題。對此感失望,照計此公司應...是有分析師調低評級,但網上只找到 restricted access的標題。對此感失望,照計此公司應沒有太大的風險<br /><br />https://www.streetinsider.com/Downgrades/OTR+Global+Downgrades+Zscaler+%28ZS%29+to+Negative/15832201.htmlYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-58217633987962104962019-08-19T21:57:35.595+08:002019-08-19T21:57:35.595+08:00ZS為何急跌? 網上暫又找不到什么特別消息ZS為何急跌? 網上暫又找不到什么特別消息Cheong Johnsonhttps://www.blogger.com/profile/01587397753777100281noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-57420697696627413502019-08-19T21:49:32.785+08:002019-08-19T21:49:32.785+08:00pre-market的價,好多時開市後走晒樣,不能作準,尤其應以收市價作準。pre-market的價,好多時開市後走晒樣,不能作準,尤其應以收市價作準。Edward Tamhttps://www.blogger.com/profile/11850465191726323602noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-71035279960414772112019-08-19T18:36:37.150+08:002019-08-19T18:36:37.150+08:00Guardant Health (NASDAQ:GH) is up 25% premarket on...Guardant Health (NASDAQ:GH) is up 25% premarket on light volume after releasing better-than-expected Q2 results after the close yesterday. Highlights:<br /><br />Revenue: $54.0M (+178%).<br /><br />11,875 tests (+77%) reported to clinical customers. 5,285 tests (+112%) reported to biopharmaceutical customers.<br /><br />Net loss: ($11.6M); loss/share: ($0.13).<br /><br />2019 guidance: Revenue: $180M - 190M from $145M - 150M.You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-24488922673716012912019-08-19T18:36:13.532+08:002019-08-19T18:36:13.532+08:00背出Twilio不單是走勢很落後,還反映背後的原大。報表上的營業額增長雖強勁,但同時公司發行大量新股...背出Twilio不單是走勢很落後,還反映背後的原大。報表上的營業額增長雖強勁,但同時公司發行大量新股支付收購,同時新收購的email 通訊解決方案的協同效應尚未浮現<br /><br />而GH是生物科技股,Liquid biopsy會是腫瘤診斷的革命性產品。公司早前公佈亮麗的2Q results,同時大幅調高guidance,應已進入收成期You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-79823970509566763632019-08-19T18:31:06.389+08:002019-08-19T18:31:06.389+08:00也有人引用運輸費用及重卡車銷售作領先指標,指出經濟增長周期未有見頂頂力也有人引用運輸費用及重卡車銷售作領先指標,指出經濟增長周期未有見頂頂力You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-85738653205673960862019-08-17T01:08:40.335+08:002019-08-17T01:08:40.335+08:00Sell TWLO US
Buy GH USSell TWLO US<br />Buy GH USYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-89826147390547247012019-08-15T23:14:07.863+08:002019-08-15T23:14:07.863+08:00按以往的10年/2年債息倒掛先例,的確是個需要重視的衰退警號,但過往案例亦顯示衰退不會很快出現,可以...按以往的10年/2年債息倒掛先例,的確是個需要重視的衰退警號,但過往案例亦顯示衰退不會很快出現,可以是一兩年后,股市往往還有一段升幅,以史為鑑,所以我對今年美股仍抱樂觀態度,<br /><br />當然如果穿了5月低位則可能要重新審視對大勢的看法了Cheong Johnsonhttps://www.blogger.com/profile/01587397753777100281noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-68867302863516340352019-08-15T19:05:28.174+08:002019-08-15T19:05:28.174+08:00環球geopolitical risk 有所升溫,美股兩大指數快出現死亡交叉,若指數的50天線進一步...環球geopolitical risk 有所升溫,美股兩大指數快出現死亡交叉,若指數的50天線進一步下移的話,的確至少需沽出部分持股。不要完全忽視市場訊號。手上持股,較有信心的是 cloud security,會盡量繼續持有You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-24803087010539476562019-08-15T18:56:48.377+08:002019-08-15T18:56:48.377+08:00中國又對美國提出反制措施,令美股期貨轉跌;此舉等同玩火,令環球衰退的風險增加
China Sign...中國又對美國提出反制措施,令美股期貨轉跌;此舉等同玩火,令環球衰退的風險增加<br /><br />China Signals U.S. Tariff Delay Not Enough to Stop Retaliation<br /><br />https://www.bloomberg.com/news/articles/2019-08-15/china-says-u-s-violates-xi-trump-consensus-with-new-10-tariff-jzcgowh3?srnd=premium-asia<br />You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-33381127676027081612019-08-15T14:32:41.800+08:002019-08-15T14:32:41.800+08:00面對INVERTED YIELD CURVE,我們應該沽出嗎?但又很喜歡SaaS的BUSINESS ...面對INVERTED YIELD CURVE,我們應該沽出嗎?但又很喜歡SaaS的BUSINESS MODEL。lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-80215927107064010502019-08-12T23:35:21.986+08:002019-08-12T23:35:21.986+08:00早前交出亮麗業績的南美洲版Amaznon + Paypal MELI現跌約10%,是因阿根廷大選,左...早前交出亮麗業績的南美洲版Amaznon + Paypal MELI現跌約10%,是因阿根廷大選,左翼政黨意外地勝出,令投資者擔心會實施資本管制。<br /><br />今次可謂非戰之罪,但拉丁美洲公司的風險不可不察You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-54039361313638597052019-08-10T00:44:10.848+08:002019-08-10T00:44:10.848+08:00早前戶口有些 overdraft,不能讓這狀態維持太久
選square 開刀的原因除了業績後的股價...早前戶口有些 overdraft,不能讓這狀態維持太久<br /><br />選square 開刀的原因除了業績後的股價反應很差外(雖則我看不到特別原因),公司的產品評價很好,但相對其他持股,他的 economy moat及 entry barrier 始終不夠強。支付相關的 fintech公司仍是比較多You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-86212980895125701422019-08-10T00:38:13.836+08:002019-08-10T00:38:13.836+08:00同意,很多股票仍在明確的上升走勢上。很多股也有意欲買。例如您上面提及的GH大幅調高 guidance...同意,很多股票仍在明確的上升走勢上。很多股也有意欲買。例如您上面提及的GH大幅調高 guidance,但奈何資金不夠<br /><br />反之港股,無論指數及個股,差不多全部散晒You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-47851556740043770112019-08-10T00:14:22.051+08:002019-08-10T00:14:22.051+08:00其實今個星期指數雖然大跌,但觀察好多高風險高增長股能逆市企隱甚至創新高,似乎又不像是會重演2018年...其實今個星期指數雖然大跌,但觀察好多高風險高增長股能逆市企隱甚至創新高,似乎又不像是會重演2018年尾那種大跌市Cheong Johnsonhttps://www.blogger.com/profile/01587397753777100281noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-3434951597114303302019-08-09T22:41:52.925+08:002019-08-09T22:41:52.925+08:00Sell SQ USSell SQ USYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-58908243589678122852019-08-09T19:07:35.019+08:002019-08-09T19:07:35.019+08:00美股近數天的反彈不俗,兩大指數收復50天線。若反彈動力未能維持,是時候須作一些減磅美股近數天的反彈不俗,兩大指數收復50天線。若反彈動力未能維持,是時候須作一些減磅You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-584445811771827092019-08-08T00:29:16.858+08:002019-08-08T00:29:16.858+08:00幸好有持有早前有買入EXAS
記得上季NVTA 季績令市場很失望而大跌,但在期望調低下今次居然有驚...幸好有持有早前有買入EXAS<br /><br />記得上季NVTA 季績令市場很失望而大跌,但在期望調低下今次居然有驚喜You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-15180246974551335502019-08-07T19:53:58.355+08:002019-08-07T19:53:58.355+08:00是,美國軍火商近年雄霸全球,歐洲對手給比下去。是,美國軍火商近年雄霸全球,歐洲對手給比下去。Cheong Johnsonhttps://www.blogger.com/profile/01587397753777100281noreply@blogger.com