8/06/2020

投資日誌5/8/20︰香港四面受敵




慢慢已累積了一些現金,入市的速度轉慢,等待大市繼續尋底。
近月買了一些本地銀行股。
我與一般保守投資者般持有很少的科技股,我只持有小量盈富基金、阿里巴巴、舜宇等。
全球正受疫症影響,只希望半年內受控,情況令人擔心;半年後因BNO政策改變,香港正面對較負面影響。

27 則留言:

  1. 楼主你好,好想知道你买入边隻本地银行股?我都想参考下。

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    1. 大路嘢,中銀香港、恒生和小量大新。

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    1. 退休心態最重要,不熟不買最重要,你已做到。

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  3. 呢個時候買本地銀行股? 真係需要膽量
    Bart

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  4. 恒生及中銀我早排都放左,等市况好啲,希望有机会買番

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  5. 買大新銀行或金融?
    應該是銀行吧
    兩者是否有明顯分別?
    是否諗到佢哋有可能私有化,如鄭大班説

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    1. 買有的是大新金融,它持有較多大新銀行,大新銀行對它亦很關鍵。
      暫時未想過私有化而購入,雖然市場不時傳出小型銀行被受購或私有化。
      銀行同樣受到經濟問題的影響,很快多間將會公布較嚇人業績。
      我只持有很少股份,相對只及中銀及恒生的5%。

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  6. 價兄,中銀及恒生如果是但一定要你拣一隻你会拣边隻😛

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    1. 它們的業績及估值非相差太遠,我持股亦相若,我會視乎誰下跌壓力較大作參考,中銀未公布中期業績,估計都不會好,現時恒生的中期仍可接受。

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    2. 多謝解答,我个人就喜欢恒生多啲,但中銀香港优势有阿爷射住个背景又稳阵啲。

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    3. 現在要多考慮政治因素,仍未想通。

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  7. Value Sir,

    Why not update your post?

    Beginning from this Feb2021, there will be plenty of dividends receivable.

    Good Luck!

    ^_^

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    1. Keep holding the previous portfolio.
      Try to get more technology related stock, but It is in progress not obviously.
      (Holding 2800, 1686, 2382, 9988 in small amount)
      I will not forced to buy anything.
      SHK is still my fundamental element of it.

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    2. P.S.

      Value Sir,

      Will you consider to reopen new posts?
      You have many followers!

      ^_^

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    3. 1
      I quite agree that 1 has the characteristic of low valuation. But, it would be more potential for growth if it had injected technology related business from charity fund a few years ago. Of course, SHK is also in risk of several factors.

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    4. 2.
      I am not concerned about what you mentioned.
      I am more concerned about the future of development and rental property. Another critical factor will be happening soon, but you seem not to mention in your comment.

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    5. 3. I think SHK did not want to affect its financial debt level.
      Of course, it predicted other risks that it should be quite noticeable as well.

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    6. In contrast, I am targeting another one of Li's flagships (1113).

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    7. I keep updating the post on regular basis, but not frequently.
      I am quite an old investor; market seems to like ATM.

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    8. Nowadays america stock markets are leading global markets. If america economy together with US dollars are collapsed, ... I can't imagine.

      Investing in old economy stocks can still be OK if such investor can maximise the "number of units of stocks held" and maximise the "total annual dividends income expected receivable" by doing "stocks switching" when chances approached. I mean no need to add extra new money.

      ^_^

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    9. I hope to have more opportunity to buy some tech stocks in USA or Hong Kong.
      Adjustment is a great chance of buying shares probably.

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