香港 Xocat Forum 討論區 - Powered by Discuz! Board

標題: 長線金融股投資組合 [打印本頁]

作者: brian.auyeung 時間: 2007-7-18 20:38 標題: 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...?

作者: peninsula 時間: 2007-7-18 21:50

引用:

原帖由 brian.auyeung 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。

Why you not pick #5?

作者: b4321 時間: 2007-7-18 23:38

Manulife is a good choice.

作者: cyberken 時間: 2007-7-19 01:24

66 also is the good choice too

作者: giovanni 時間: 2007-7-19 05:07

提示: 作者被禁止或刪除內容自動屏蔽

作者: jackpao 時間: 2007-7-19 12:02

#2628 can be a long-term choice also.

作者: brian.auyeung 時間: 2007-7-19 12:19 標題: 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!

作者: brian.auyeung 時間: 2007-7-19 12:21

引用:

原帖由 b4321 於 2007-7-18 23:38 發表
Manulife is a good choice.

yes, but the cost is too high and i prefer some light weight shares.

作者: brian.auyeung 時間: 2007-7-19 12:24

引用:

原帖由 cyberken 於 2007-7-19 01:24 發表
66 also is the good choice too

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.

作者: brian.auyeung 時間: 2007-7-19 12:26

引用:

原帖由 jackpao 於 2007-7-19 12:02 發表
#2628 can be a long-term choice also.

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.

作者: ytt 時間: 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

作者: d3831646 時間: 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。

作者: peninsula 時間: 2007-7-19 16:18

引用:

原帖由 cyberken 於 2007-7-19 01:24 發表
66 also is the good choice too

Hello - this is a property and transport stock.

歡迎光臨香港 Xocat Forum 討論區 (http://p.xocat.com/p/)