brian.auyeung 2007-7-18 20:38
長線金融股投資組合
長線 = 3至5年
組合:
大新金融(440) : 純粹因為匯控係佢大股東(佔44%)同埋佢地既保險業務所提供既利潤增長得幾好。
中國銀行 (3988)
所有國內既銀行其實我都睇好,但係中國銀行現價好吸引，同埋國內銀行股中佢pe最低, 但係我覺得佢地要盡快提升佢地投資銀行及私人銀行業務,因為呢個係大趨勢。
東亞銀行 (0023):純因管理層好，同埋發展內地銀行業務好積極，將來既回報會好和味。
大家點睇...?
peninsula 2007-7-18 21:50
[quote]原帖由 [i]brian.auyeung[/i] 於 2007-7-18 20:38 發表
長線 = 3至5年
組合:
大新金融(440) : 純粹因為匯控係佢大股東(佔44%)同埋佢地既保險業務所提供既利潤增長得幾好。[/quote]
Why you not pick #5?:o:wondering::oh::reading:
b4321 2007-7-18 23:38
Manulife is a good choice.
cyberken 2007-7-19 01:24
66 also is the good choice too
jackpao 2007-7-19 12:02
#2628 can be a long-term choice also.:)
brian.auyeung 2007-7-19 12:19
回復 #1 brian.auyeung 的帖子
因為我覺得佢太重磅....同埋過份穩定...當然穩定有穩定好,但係我想揀d年青d既股好似有衝勁d...同埋發展潛力強d.
小弟材疏學淺,望各位高人不吝賜教!
brian.auyeung 2007-7-19 12:21
[quote]原帖由 [i]b4321[/i] 於 2007-7-18 23:38 發表
Manulife is a good choice. [/quote]
yes, but the cost is too high and i prefer some light weight shares.
brian.auyeung 2007-7-19 12:24
[quote]原帖由 [i]cyberken[/i] 於 2007-7-19 01:24 發表
66 also is the good choice too [/quote]
well, it's not bad, but in fact, MTR Corp has become a property development company. Its profit heavily relies on revenue generated from property development. Personally, I do not think there is much potential left in the Hong Kong property market. therefore, I prefer to put my money elsewhere.
But thanks for the suggestion anyway.
brian.auyeung 2007-7-19 12:26
[quote]原帖由 [i]jackpao[/i] 於 2007-7-19 12:02 發表
#2628 can be a long-term choice also.:) [/quote]
Agree. But its PE has already reached a very dangerous level and the PB is too high. I will definitely buy some when its PE drops back to a reasonable level, e.g. below 20.
ytt 2007-7-19 12:39
still think the market may face a major correction next year due to the Olympic anti-climax
for 3-5 years investment now is not opportune time to buy
buying stock now better aim at short term speculation of 10-20% profit only
d3831646 2007-7-19 13:22
股票是買來賣的。不要太着重年期，在上升軌，揸多久也不用怕，在下降軌，就一定要沽。
peninsula 2007-7-19 16:18
[quote]原帖由 [i]cyberken[/i] 於 2007-7-19 01:24 發表
66 also is the good choice too [/quote]
Hello - this is a property and transport stock.:o;P:P