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標題: [建議] 我對3328的睇法 [打印本頁]

作者: titov 時間: 2006-11-21 00:29 標題: 我對3328的睇法

3328跌到今日應該已Discount左發A股攤薄每股盈利５％至１０％既因素.

佢最重要既賣點-匯豐為策略投資者, 這一點無變. 基本因開始素較939, 1398及3988為佳. 而且今日試過跌穿$7呢D心理關口, 好多炒家都已止蝕. 部份係低位買左貨既都可能忍唔住止賺. 再想入大陸銀行股, 3328較吸引.

作者: cyberken 時間: 2006-11-21 09:13

我曾在5蚊買入, 6.3賣出。現水位暫時無意再考慮買入。在我而言, 3328較其它國內銀行股來得低調, 但以現時的P/E值(33.72)計算, 確實係貴左d, 唔值得宜家去搏

作者: peninsula 時間: 2006-11-21 09:17

引用:

原帖由 cyberken 於 2006-11-21 09:13 AM 發表
我曾在5蚊買入, 6.3賣出。現水位暫時無意再考慮買入。在我而言, 3328較其它國內銀行股來得低調, 但以現時的P/E值(33.72)計算, 確實係貴左d, 唔值得宜家去搏

What is a good price to get back into #3328?

作者: cyberken 時間: 2006-11-21 09:26 標題: 回復 #3 peninsula 的帖子

I would suggest to buy-in when the price back to the range of 6.5

作者: macaroni 時間: 2006-11-21 20:24

謝謝你的分享.thx 哈哈哈

作者: titov 時間: 2006-11-21 20:53

引用:

原帖由 cyberken 於 2006-11-21 09:26 發表
I would suggest to buy-in when the price back to the range of 6.5

我估你好可能買唔番.

作者: 123win 時間: 2006-11-21 21:51

不敢買........................太高..

作者: cyberken 時間: 2006-11-21 22:18 標題: 回復 #6 titov 的帖子

not really....

作者: leoxi 時間: 2006-11-22 00:01

3328's current price maybe a bit expensive, but the correction can't be too big because of the basic fundamentals. So far the $7 mark has strong support.

If you think it's a good stock, then you can always wait when is the right time to buy.

作者: cyberken 時間: 2006-11-22 14:27

拜讀今日AM730內有一專欄, 內容大致係分析3328的前景與股價。專欄的作家亦建議在6.47-6.5伺機收集, 有心者不妨耐心等候。

作者: titov 時間: 2006-11-22 21:07

引用:

原帖由 cyberken 於 2006-11-22 14:27 發表
拜讀今日AM730內有一專欄, 內容大致係分析3328的前景與股價。專欄的作家亦建議在6.47-6.5伺機收集, 有心者不妨耐心等候。

你唔同意就自己開post寫到夠la.

自己無point又要借人地D專欄意見support自己.

作者: takleung 時間: 2006-11-25 18:00

thankyou verygood

作者: fitman 時間: 2006-11-26 11:57

引用:

原帖由 takleung 於 2006-11-25 10:00 AM 發表
thankyou verygood

I bought it since first listing. $2.5, $2.78, $3.2 , $3.7, $4.05, $4.5, $4.6, $4.8, $5.05, $5.5 $6.05, $6.6, $6.7, $7.05 and bought $7.17 last friday.
I'm so confident with HSBC so accumulated over 100,000 shares

I think it will over $10.00 within 2 years

作者: titov 時間: 2006-11-27 00:19

其實我都想知人仔如果繼續升會有咩影響。

不過我諗人仔升係國企強勢主因。

作者: peninsula 時間: 2006-11-27 22:38

引用:

原帖由 BALABALA 於 2006-11-27 08:52 PM 發表
you would continue to loss your money in your pocket due to depreciation

Yes, so I believe buying PRC bank stocks whilst they are adjusting today should yield good gains. Will buy in again if more selling pressures tomorrow Nov. 28.

作者: titov 時間: 2006-11-27 23:08

引用:

原帖由 BALABALA 於 2006-11-27 20:52 發表
you would continue to loss your money in your pocket due to depreciation

如果係咁,香港會唔會出現物價長期上升。因為好多野都係直接或間接由大陸入口。

作者: titov 時間: 2006-11-27 23:16

引用:

原帖由 peninsula 於 2006-11-27 22:38 發表

Yes, so I believe buying PRC bank stocks whilst they are adjusting today should yield good gains. Will buy in again if more selling pressures tomorrow Nov. 28.

如果存錢入銀行不如投資銀行股呢個concept correct。

咁買人仔不如投資大陸銀行股。當然買增長大既比較好。如3968及3328。

同時要留意風險。

作者: leoxi 時間: 2006-11-28 00:01

引用:

原帖由 titov 於 2006-11-27 11:16 PM 發表

如果存錢入銀行不如投資銀行股呢個concept correct。

咁買人仔不如投資大陸銀行股。當然買增長大既比較好。如3968及3328。

同時要留意風險。

Shouldn't be investing in China's real estate market better if there is inflation? The PRC bank stocks are somewhat overpriced at this point, we are taking about over 3-4X book value. Are the earnings that strong with little fundamentals changed?

作者: titov 時間: 2006-11-28 00:55

引用:

原帖由 leoxi 於 2006-11-28 00:01 發表

Shouldn't be investing in China's real estate market better if there is inflation? The PRC bank stocks are somewhat overpriced at this point, we are taking about over 3-4X book value. Are the ...

3-4X book value 有無計入人仔升值因素?

地產股係做得唔錯,例如813咁。
不過地產股既資產質素好難比較。風險較高。

作者: peninsula 時間: 2006-11-28 10:17

引用:

原帖由 leoxi 於 2006-11-28 12:01 AM 發表
Shouldn't be investing in China's real estate market better if there is inflation? The PRC bank stocks are somewhat overpriced at this point, we are taking about over 3-4X book value. Are the ...

The PRC bank stocks continue to adjust downwards today. If more drop, time to buy!

作者: cyberken 時間: 2006-11-28 23:13

引用:

原帖由 cyberken 於 2006-11-21 09:26 AM 發表
I would suggest to buy-in when the price back to the range of 6.5

If the price go down to the range of 6.5, its the time to "buy-in" again!

作者: titov 時間: 2006-11-29 00:20

引用:

原帖由 BALABALA 於 2006-11-28 22:02 發表
You had lost your money in 3328

佢買3328都好D。今日只係跌2.8%。其他就跌左5%以上。

都係個句留意風險。重有就係我建議大家唔好溝淡。

作者: peninsula 時間: 2006-11-29 11:53

引用:

原帖由 BALABALA 於 2006-11-28 10:02 PM 發表
You had lost your money in 3328

No la. I had some bought at @$4 to $4.5!

作者: titov 時間: 2006-11-29 23:29

呢度慢慢變左中資銀行股討論區。

中資銀行股呢個sector好hot。我自己反而多左留意保險股。特別係國壽。

作者: leoxi 時間: 2006-11-29 23:59

引用:

原帖由 titov 於 2006-11-29 11:29 PM 發表
呢度慢慢變左中資銀行股討論區。

中資銀行股呢個sector好hot。我自己反而多左留意保險股。特別係國壽。

Well said with 2628, strong rebound today. Perhaps it is from pushing the HSCEI.

作者: penisonic 時間: 2006-11-30 00:27

提示: 作者被禁止或刪除內容自動屏蔽

作者: titov 時間: 2006-11-30 00:40

引用:

原帖由 penisonic 於 2006-11-30 00:27 發表
大陸股好都未輪到銀行好!

你係指中國A股?

但係銀行股絕對唔差。

作者: peninsula 時間: 2006-11-30 10:25

引用:

原帖由 titov 於 2006-11-30 12:40 AM 發表
你係指中國A股?
但係銀行股絕對唔差。

Bank and insurance stocks are probably best under most market conditions (fall or rise)! Less volatile and can rebound quicker.

作者: helloyes 時間: 2006-12-1 02:06

I agree with all chinese banks
3328 and 3988 is worth a look

作者: peninsula 時間: 2006-12-1 09:34

引用:

原帖由 helloyes 於 2006-12-1 02:06 AM 發表
I agree with all chinese banks
3328 and 3988 is worth a look

I like #1398 and #939. #3988 will be slower. Both #3328 & #3968 are good but kind of expensive.

作者: best328 時間: 2006-12-1 12:09

2006 - 1Q of 2007, PRC's financial companys will dominate the shares market!

作者: peninsula 時間: 2006-12-5 17:58

引用:

原帖由 best328 於 2006-12-1 12:09 PM 發表
2006 - 1Q of 2007, PRC's financial companys will dominate the shares market!

Probably. But each "H" sector seems to come into favour every 2 or 3 days! Just like girls changing shoes!

作者: cyberken 時間: 2006-12-5 18:02

引用:

原帖由 peninsula 於 2006-12-1 09:34 AM 發表

I like #1398 and #939. #3988 will be slower. Both #3328 & #3968 are good but kind of expensive.

3328 is quite an expensive, not worth to buy

作者: peninsula 時間: 2006-12-5 21:32

引用:

原帖由 cyberken 於 2006-12-5 06:02 PM 發表
3328 is quite an expensive, not worth to buy

Better to buy #1398 and #3988.

作者: titov 時間: 2006-12-5 21:55

引用:

原帖由 cyberken 於 2006-12-5 18:02 發表

3328 is quite an expensive, not worth to buy

其實所有野, 都係講供求。

貴唔貴唔係問題。平開可以再平, 貴可以越貴。

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