12/18/2018

18/12/18 投資日誌 買入小量碧桂圓



買入小量碧桂圓,此為近年增長極猛的股票,亦是因此成為其一大風險。公司尚有不足之處,仍需要長時間的考驗。

29 則留言:

  1. 回覆
    1. 增長過速,恐防步伐不穩。

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    2. "Growing up too fast!" ... Why this is a reason of weakness?

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    3. 我都希望佢騰飛。
      佢成為恒指,市值不低,佢正好是新地經營結構的相反例子。

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    4. Good morning Value Sir!

      016.HK is quite good recently.

      Will you buy more at this level?

      ^_^

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    5. 暫時不會,我已經有很多很多。

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    6. I just want to have more cash :-

      Too little cash to buy such a too good stock!

      ^_^

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    1. 我最近買,三個星期左右。
      持有不足組合 0.1%。

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  3. To all Aeon fans:-

    Aeon Cry, "900.HK ... GoGoGo ... Goto HK$9.00!"

    ^_^

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  4. Value Sir,

    Value investment is not easy in HK, or else where.

    There are too many short run investors, or correctly speaking they are short run speculators, who are unwilling to hold any kind of stocks for even 2~3 days.

    Besides financial knowledge, an value investor needs too much courage and persistence before success.

    Good Luck to all value investors!

    ^_^

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    1. Value Sir,

      Happy New Year!

      ***

      Never give up! Never surrender!

      I hope all HK value investors will be more successful in 2019!

      ^_^

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    2. 排緊隊買貨。
      今年繼續充滿風險。

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  5. 買入碧桂圓 ? 價值投資 ?

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  6. Value Sir,

    This 1~2 day, there are words that the great USA would stop to increase the interest rate.

    But today the share prices all local property developers/investment companies are very weak.

    Why?

    *_*

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    1. 無問題,佢愈跌愈好,現時未肯定樓價會否續跌,香港仍受息口影響,風險未除,今日下跌似美國總統又出手段威嚇。

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  7. Today a Kai Tak land's valuation is just @HK$13,XXX/sq.ft.

    Those developers bought Kai Tak lands months before (@HK$17000~HK$20000) are just like fools!

    Why not exercise "share buy-backs"? It is easy, economy and effective in maximising NAV per share and future EPS.

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    1. 我持有中國海外,繼續參如這場歷史見證下的世紀遊戲。

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  8. New World group (017.HK and 659.HK) is crazy!

    Using "sky price" in buying an HK life insurance company.

    Today there are many cheap "asset stocks" available, or simply exercises "share buy-backs".

    ^_^

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    1. 我都覺得唔係講笑,需然新世界尚算頂得住,但投資額好大,新創建要否供股,我都不肯定,這投資額可投二幅啟德地。

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    2. 我持有新世界較多,新創建較少,我覺得保險好惡做,連李生個仔都未聽過好大收獲。

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