tag:blogger.com,1999:blog-3886431187196458619.post5397598428464258505..comments2024-03-12T10:25:00.985+08:00Comments on 取之有道: 各地平均市盈率止凡http://www.blogger.com/profile/13815373715261739551noreply@blogger.comBlogger23125tag:blogger.com,1999:blog-3886431187196458619.post-44823630772605264322014-07-08T07:42:06.554+08:002014-07-08T07:42:06.554+08:00討論一下而已,多謝支持。討論一下而已,多謝支持。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-46505857889619856472014-07-08T05:20:41.876+08:002014-07-08T05:20:41.876+08:00thanks for your analysis, 止凡兄, your explanation ma...thanks for your analysis, 止凡兄, your explanation make sense. I like your blog a lot.Anonymoushttps://www.blogger.com/profile/14968466776144273679noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-55994640627019199462014-07-04T07:54:50.911+08:002014-07-04T07:54:50.911+08:00我沒有這個觀察,但一向對未來股市動向都不能靠單一數字準確預測。
如果要想原因,可以想想PE仍市價除...我沒有這個觀察,但一向對未來股市動向都不能靠單一數字準確預測。<br /><br />如果要想原因,可以想想PE仍市價除以盈利,股市頂點時市價是最高,但盈利都有點支持,但經濟下滑時盈利大跌,跌得比市股還要急,PE可能就此變得更高也說不定呢。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-42237571945951858392014-07-04T06:39:58.046+08:002014-07-04T06:39:58.046+08:00Hi, i observed a interesting phenomenon from your ...Hi, i observed a interesting phenomenon from your charts, why the P/E ratio isn't highest during the peak of boom, instead it is highest 1-2 years after the bust starts? thanks a lot<br />a student....Anonymoushttps://www.blogger.com/profile/14968466776144273679noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-46840243536518527402013-12-30T22:26:58.560+08:002013-12-30T22:26:58.560+08:00當然市盈率只是其中一個指標,深入分析時需要考慮更多因素。當然市盈率只是其中一個指標,深入分析時需要考慮更多因素。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-67621344066683736372013-12-30T15:21:03.540+08:002013-12-30T15:21:03.540+08:00不過PE都係一種指標,,不能全倚靠這的,,
正如內銀PE低,,點解D大戶唔買盡,,
只見好多大的投行...不過PE都係一種指標,,不能全倚靠這的,,<br />正如內銀PE低,,點解D大戶唔買盡,,<br />只見好多大的投行逐步減持,,<br />前景及另類原因都好緊要的,,<br /><br />我個倉就未有一隻銀行,,內銀都沒有,,<br />新一年我都唔希望銀行有事,,<br />不竟這也關乎每一個人的,,<br />互勉之...<br />cleverpeople...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-74272771022774059302013-12-29T22:11:32.814+08:002013-12-29T22:11:32.814+08:00分別的重點是不同的投資者不能自由在任何市場投資,曾經宏利(0945)在美股及港股出現差價,由於任何投...分別的重點是不同的投資者不能自由在任何市場投資,曾經宏利(0945)在美股及港股出現差價,由於任何投資者都可以自由投資於兩地市場,立即出現投資者套利操作,但A/H股就不多套利操作,因為情況不同,限制不同。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-72432360243891327762013-12-29T20:21:38.099+08:002013-12-29T20:21:38.099+08:00same stock listing in different market but with di...same stock listing in different market but with different prices (after exchange rate adjustment).... that means one market must be mispriced...<br /><br />i.e. for the cases of Chinese financial stock, either A shares is too low or H shares is too high <br /><br />given mainland people can buy/sell H shares and A shares freely...so there is no point to have different in stock prices....<br /><br />Unknownhttps://www.blogger.com/profile/05980857410261187892noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-6208969269864685182013-12-29T17:55:55.192+08:002013-12-29T17:55:55.192+08:00正如上面提到,不同市場,不同投資者對象,股價表現自然有很大的不同。正如上面提到,不同市場,不同投資者對象,股價表現自然有很大的不同。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-91259153928300896012013-12-29T17:54:48.144+08:002013-12-29T17:54:48.144+08:00這是不同地區的宏觀分析,單看市盈率問題不大,如果進很個股分析時,的確要留意當中「水份」。這是不同地區的宏觀分析,單看市盈率問題不大,如果進很個股分析時,的確要留意當中「水份」。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-90115784481355840202013-12-29T13:45:46.352+08:002013-12-29T13:45:46.352+08:00也不能簡單看市盈率,要留意當中"水份",如地產股中的"物業升值"就令到市盈率大幅降低。
也不能簡單看市盈率,要留意當中"水份",如地產股中的"物業升值"就令到市盈率大幅降低。<br />買樓 投資 自由https://www.blogger.com/profile/17679986022612765319noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-38466827373363985942013-12-29T01:50:48.173+08:002013-12-29T01:50:48.173+08:00i also want to know why same stock can have such l...i also want to know why same stock can have such large different in share price after adjusting for exchange rate... most A shares for financial stocks are lower than the corresponding H shares...<br />and given there are a lot of A shares ETF (using real stock)....<br />we can easily long A ETF , sell short H shares index......and should have earned a decent profit over time....<br /><br />and of course there is some risk that they continue to diverge, and thus, wht i has done is sell all H shares ETF and buy A shares ETF...Unknownhttps://www.blogger.com/profile/05980857410261187892noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-14333936553563866562013-12-29T00:10:39.029+08:002013-12-29T00:10:39.029+08:00然而沒必要冒的險又不必去冒,有回報的地方多的是也。然而沒必要冒的險又不必去冒,有回報的地方多的是也。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-49991899377727576112013-12-29T00:08:54.446+08:002013-12-29T00:08:54.446+08:00我想應該是不同市場投資者有不同的預期吧,同一家公司的A股跟H股內在價值應該是一樣的,不過接受投資對象...我想應該是不同市場投資者有不同的預期吧,同一家公司的A股跟H股內在價值應該是一樣的,不過接受投資對象及市場不同。<br /><br />記得初期大部份H股相對A股都有拆讓,因為國內熱錢太多,市場太熱,只能投資到A股,所以股價被「谷」高,2007年高峰過後,如今就有些A股高,有些就H股高。<br /><br />有機會希望先生亦可以分享一下想法。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-91121133122243122772013-12-28T23:50:01.135+08:002013-12-28T23:50:01.135+08:00今時今日A股不一定比H股有折讓. 平保A股是40.84人民幣, H股是69.95港元, H股比A股貴...今時今日A股不一定比H股有折讓. 平保A股是40.84人民幣, H股是69.95港元, H股比A股貴34%, 你有無想過為什麼?市場先生https://www.blogger.com/profile/16233063454441287643noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-34492415322201832682013-12-28T17:52:23.113+08:002013-12-28T17:52:23.113+08:00有危必有機有危必有機阿呆noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-31351891000798495582013-12-28T16:59:16.383+08:002013-12-28T16:59:16.383+08:00多謝呆兄分享。
伊朗,看來其中一個最大風險是戰爭,有點像希臘債券,近30厘回報,看誰夠膽試試。多謝呆兄分享。<br />伊朗,看來其中一個最大風險是戰爭,有點像希臘債券,近30厘回報,看誰夠膽試試。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-45770113881750145112013-12-28T16:41:47.616+08:002013-12-28T16:41:47.616+08:00俄羅斯盧布匯率相信都係外國投資者不願涉足既原因之一
P.S. 上年全球表現最好既股市係伊朗 可惜市...俄羅斯盧布匯率相信都係外國投資者不願涉足既原因之一<br /><br />P.S. 上年全球表現最好既股市係伊朗 可惜市場上無咩伊朗基金 XD阿呆noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-88760404522747312932013-12-28T14:42:09.413+08:002013-12-28T14:42:09.413+08:00不用謝。不用謝。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-78336261708735839852013-12-28T14:14:59.189+08:002013-12-28T14:14:59.189+08:00係wo......諗漏左1年.....會記左了.....唔該晒!!!係wo......諗漏左1年.....會記左了.....唔該晒!!!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-9802724366276595452013-12-28T11:37:17.739+08:002013-12-28T11:37:17.739+08:00對呀,30/36。
Price是30萬,每年earning是3萬x12個月,即36萬
所以P/E是3...對呀,30/36。<br />Price是30萬,每年earning是3萬x12個月,即36萬<br />所以P/E是30/36,即0.8。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-20284701512940764232013-12-28T09:38:51.778+08:002013-12-28T09:38:51.778+08:0030/3630/36自由一千萬https://www.blogger.com/profile/15886409270425599792noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-44959231541404651312013-12-28T03:28:55.049+08:002013-12-28T03:28:55.049+08:00問個簡單問題
請問0.8係點計出黎?問個簡單問題<br />請問0.8係點計出黎?Anonymousnoreply@blogger.com