tag:blogger.com,1999:blog-3886431187196458619.post4389831104266541149..comments2024-03-12T10:25:00.985+08:00Comments on 取之有道: 莎莎買得過?止凡http://www.blogger.com/profile/13815373715261739551noreply@blogger.comBlogger28125tag:blogger.com,1999:blog-3886431187196458619.post-84318700752172398632020-03-02T01:12:05.866+08:002020-03-02T01:12:05.866+08:00沒有負債,是買入時的一大考慮,財政壓力輕,於逆境時可以好捱得。沒有負債,是買入時的一大考慮,財政壓力輕,於逆境時可以好捱得。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-59365075421244851102020-03-02T01:01:57.260+08:002020-03-02T01:01:57.260+08:00近日被武漢肺炎令小薯做多了不少東西,打亂了不少進度,剛剛才見到止凡兄寫的這篇文。
莎莎小薯覺得算是...近日被武漢肺炎令小薯做多了不少東西,打亂了不少進度,剛剛才見到止凡兄寫的這篇文。<br /><br />莎莎小薯覺得算是較安全的周期股,增長股稱不上。派息率是可觀,但不太穩定,也算不上是好的收息股。<br /><br />雖然小薯是幾喜歡莎莎,也對莎莎的管理層看法正面,不過也覺得莎莎不能玩得太大注,在這時Buy Low,這要預了有機會下跌,還要捱很久貨。<br /><br />管理層現在那幾招,針對了佔收入25%的成本,加上減價清存貨加速現金流轉以頂住寒冬,整體也算是對準重時。幸好莎莎沒有負債,如果要借短債頂住也是可以的。<br /><br />希望莎莎能捱得住寒冬,能enjoy到電子商貿的變陣的轉機。<br /><br /><br />重思人生https://www.blogger.com/profile/02826458545556555370noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-73922297935688377072020-02-27T22:06:12.263+08:002020-02-27T22:06:12.263+08:00它要變陣迎接挑戰它要變陣迎接挑戰止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-21476239708064390482020-02-27T10:46:56.379+08:002020-02-27T10:46:56.379+08:00莎莎真的是主打旅客市場,平時經過都有留意開,但本地人就相對很少買~~~~~~~~~~莎莎真的是主打旅客市場,平時經過都有留意開,但本地人就相對很少買~~~~~~~~~~Oscar211https://www.blogger.com/profile/15351801190358911939noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-66918300119109344982020-02-17T21:46:25.317+08:002020-02-17T21:46:25.317+08:00都有得閒講下,但不多吧,亦不需要多。都有得閒講下,但不多吧,亦不需要多。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-31448332393712018322020-02-17T21:45:53.409+08:002020-02-17T21:45:53.409+08:00同意,非戰之罪,實在是整個行業的問題,寒冬。同意,非戰之罪,實在是整個行業的問題,寒冬。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-13057986144542268232020-02-17T21:44:38.047+08:002020-02-17T21:44:38.047+08:00作為投資者,大多都要有比較樂觀的性格。作為投資者,大多都要有比較樂觀的性格。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-50771494008543979592020-02-17T21:43:57.809+08:002020-02-17T21:43:57.809+08:00明白,也是,多謝分享。明白,也是,多謝分享。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-54471708638879459802020-02-17T21:43:37.331+08:002020-02-17T21:43:37.331+08:00這系之前做了一些財技動作,不太喜歡。這系之前做了一些財技動作,不太喜歡。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-51958898230641151402020-02-17T14:51:17.047+08:002020-02-17T14:51:17.047+08:00why such comment?why such comment?RChttps://www.blogger.com/profile/14228946004395947595noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-19567797763776797282020-02-17T11:26:08.892+08:002020-02-17T11:26:08.892+08:00好少見止凡分享股票分析呢好少見止凡分享股票分析呢斗滿https://www.blogger.com/profile/15547439127535700880noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-90223388809208787412020-02-17T10:51:33.347+08:002020-02-17T10:51:33.347+08:00I am an optimistic investor.
I believe China econ...I am an optimistic investor.<br /><br />I believe China economy will be greater and greater in the rest of my life.<br /><br />I think HS Index will be benefited cause it includes 700.HK and 9988.HK as well as many China enterprises, ... and H shares are now still trading at significant discounts c.f. A shares.<br /><br />Good Luck again!<br /><br />^_^ STUDENT SAYS 股海心經https://www.blogger.com/profile/08653642359616429957noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-80226332667869131472020-02-17T10:40:09.287+08:002020-02-17T10:40:09.287+08:00Yes, and also relatively low PB, and also good pas...Yes, and also relatively low PB, and also good past dividends payout records. Thanks.<br /><br />Good luck more! <br /><br />^_^STUDENT SAYS 股海心經https://www.blogger.com/profile/08653642359616429957noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-52445949742109585232020-02-17T10:16:58.513+08:002020-02-17T10:16:58.513+08:00多年前也曾也持有莎莎,沽出後雖然價格吸引,但就再沒買入了。
對莎莎的認知很大程度是對管理層的認同,...多年前也曾也持有莎莎,沽出後雖然價格吸引,但就再沒買入了。<br /><br />對莎莎的認知很大程度是對管理層的認同,年輕時也常和女友(即現時的太太)來購物,故對該品牌很有信心。<br /><br />沒再買入是因留意到一些大環境在悄悄改變,太太已很少光顧莎莎,現大多已通過網購。<br /><br />假若同樣高PE的買入一隻增長股,阿里巴巴會比莎莎吸引,這是非戰之罪,純因大環境已轉變。賽烈士https://www.blogger.com/profile/07096248250367072738noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-78219619637454411642020-02-17T07:51:09.189+08:002020-02-17T07:51:09.189+08:00其實外面現實經濟問題看來有不少問題,但股市卻沒多大反應,甚至不跌反升,真的要小心風險。其實外面現實經濟問題看來有不少問題,但股市卻沒多大反應,甚至不跌反升,真的要小心風險。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-38609565679042242032020-02-17T03:10:25.019+08:002020-02-17T03:10:25.019+08:00就目前香港的經濟來看,可能買進什麼都有一點兒過早!
投資唯一能夠賺得到錢的方法就是Buy-Low。
...就目前香港的經濟來看,可能買進什麼都有一點兒過早!<br />投資唯一能夠賺得到錢的方法就是Buy-Low。<br />恆生指數近10年來的點數是23748點,PE是12倍,股息收益率是3.45%,而上星期五(2月14日)恆指收市是27815.6點,PE是11.11倍,股息收益率是3.57%。這個時候入場算是Buy-Low?還是只算是Buy-Moderate? 你所支付的價格決定了你的未來收益。投資股票,千萬不要支付高價格!相反地,儘可能做到Buy-Low。巴菲特在2002年致股東信上說得好,他說:Successful investing requires inactivity.<br />ch liuhttps://www.blogger.com/profile/01201021181210079869noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-34426060227264978372020-02-17T00:12:38.514+08:002020-02-17T00:12:38.514+08:00因為cash rich?因為cash rich?止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-50056586998764399302020-02-16T23:25:44.462+08:002020-02-16T23:25:44.462+08:00For local retail stocks, I have 113.HK & 398.H...For local retail stocks, I have 113.HK & 398.HK only. Thanks.<br /><br />Good night & luck!<br /><br />^_^<br /><br />STUDENT SAYS 股海心經https://www.blogger.com/profile/08653642359616429957noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-24153118139659591342020-02-16T23:19:00.441+08:002020-02-16T23:19:00.441+08:00看來莎莎要重新專注本地客。看來莎莎要重新專注本地客。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-59306412342740061442020-02-16T22:37:33.139+08:002020-02-16T22:37:33.139+08:00已好少幫襯莎莎了已好少幫襯莎莎了細胞https://www.blogger.com/profile/02587190394028921841noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-79632017662314929672020-02-16T22:00:44.303+08:002020-02-16T22:00:44.303+08:00周大福,鄭家系,看看算了。周大福,鄭家系,看看算了。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-76173581822588677472020-02-16T21:59:51.036+08:002020-02-16T21:59:51.036+08:00逆向思維,不錯。逆向思維,不錯。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-71245133919483597132020-02-16T21:59:22.028+08:002020-02-16T21:59:22.028+08:00它早已發展網購,其實若不是這大半年的事件,它的業務都漸入佳境,可惜。它早已發展網購,其實若不是這大半年的事件,它的業務都漸入佳境,可惜。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-32720418010376257842020-02-16T21:56:22.882+08:002020-02-16T21:56:22.882+08:00租金其實佔比不多,人工高一點,又可以請到行內高質員工。租金其實佔比不多,人工高一點,又可以請到行內高質員工。止凡https://www.blogger.com/profile/13815373715261739551noreply@blogger.comtag:blogger.com,1999:blog-3886431187196458619.post-85043616874079078332020-02-16T20:12:04.989+08:002020-02-16T20:12:04.989+08:00睇睇周大福,彌敦道,廣東道,銅鑼灣租金跌對周大福有利。而且黃金在香港買賣給人信心,假若回復正常,反彈...睇睇周大福,彌敦道,廣東道,銅鑼灣租金跌對周大福有利。而且黃金在香港買賣給人信心,假若回復正常,反彈力會否更勝一籌? 但現在周大福股價則比莎莎跌得少。是否另有原因?foxhttps://www.blogger.com/profile/12298435349277287934noreply@blogger.com