Value Sir,Good morning.^^I don't like 2800.HK. HS Index is "relatively" the weakest one if compares with worldwide top indexes over past 2~3 years. I am disappointed about the criteria in selection of HS Index members. In particular, studying 6862.HK's financial performance,... I have no imagination at all!
The volatility of HSI is quite stable relatively. That is partly because it is made up of tradition and High-tech companies. I need a few internet companies with profitability to enhance the momentum of the portfolio.HSI is just a small portion in my portfolio.
I am unsatisfied with the combination of HSI like you as well.It can be improved over time hopefully.
Value Sir,I expect those HS Index decision makers will add more "high P/E or even lose-making cos" into the HS Index, see 6862.HK!I repeat, I have no imaginatiion of HS Index at all!
Possibly.I would like to give my thoughts on the subject. You may have known that we could not have any influence on them though.
I admit that those companies have significant influence on China's economy. To some extent, HSI represents China's prominent companies.
Are these value investment? ... we need to think about.
I see what you mean.Most of my investment is based on the valuation and prospect.I frequently wonder if we need to buy those internet companies. I only focus on 700 and 9988. Both are going to be my target when buying them particular ly.
Actually, I have had them in small quantities for long.
I weigh 700.HK > 2800.HK > 9988.HK, ... but I only sometimes trade 700.HK.My conclusion is : HS Index decision makers are overall too bad!
I would hold them for a long time hopefully so that It will make my portfolio grow.
Will you sell a certain quantity/amount of 016.HK and switch the money to buy more 2800.HK/9988.HK ?
No, I am not going to sell any of SHK.I planned to sell some of 83.HK to buy other sectors. But, I only implemented part of my plan.And I sold some 1113.HK accidentally due to privatization. Actually, I originally wanted to swap 83 for 1113.
I have quit a lot of money to buy 9988 and 700. All I need to do is only the opportunity I grip. The internet companies has not collapsed at the moment.
Collapsed?Maybe today we had missed the chances of buying 700.HK at <HK$510, and 9988.HK at <HK$190.Good night & luck!
P.S. I had bought a little of 700.HK yesterday, but had already sold it out today. I only prefer to hold high dividend yield stocks for long run dividends income.
I am not able to estimate the bottom easily.There are chances coming up suprisingly.
That is the sensible way to pick up stocks with your valuation method you mentioned.
Everything is changing ... always!Value Sir, have you bought 2800.HK/700.HK/9988.HK over past 7 trading days?What do you think about in this 2nd half year of 2021?What is your strategy now?Thanks first!^^
Over a few months, I still invest in stocks in a cautious way. So, I only buy a small quantity of them including 2800. I still have plenty to invest.
I still concern about the political issues and pandemic.
I still want to buy some internet companies in order over the long term.