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標題: 3328 [打印本頁]

作者: 213 時間: 2006-8-24 22:24 標題: 3328

各位點看這隻股啊！匯豐會否慢慢揪大佢呀！5元樓下入得嗎？

作者: cumine 時間: 2006-8-27 17:30

$5 樓下可以一試

作者: cumine 時間: 2006-8-27 17:31

不過小心高p/e...我唔suggest 人買p/e 高過22 既股

作者: Dave1968 時間: 2006-8-27 23:51

there is law in China that limited the foreign bank holding percentage in a bank in China, so I don't think HSBC will 揪大佢 in this moment......btw totally agree with brother Cumine...P/E is way too high, it's easy to drop back in a dramatic way.

作者: 小小力 時間: 2006-8-28 09:55

引用:

原帖由 cumine 於 2006-8-27 05:31 PM 發表
不過小心高p/e...我唔suggest 人買p/e 高過22 既股

Agree!! P/E too high!
I think around 17 to 18 is better!

作者: mk001 時間: 2006-8-28 12:15

P/E too high!

作者: Dave1968 時間: 2006-8-29 00:45

as a bank, I personal think P/E below 18 is more reason, Citibank and HSBC both below 14...

作者: King+Garden 時間: 2006-8-29 10:39

I think you can buy below $4.8.
I also have 3328 and held for 1 year already.
My target price is over $6 but need to hold for long terms.

作者: Dave1968 時間: 2006-8-29 22:32

what do brothers here think of it compare to 939...which is better???

作者: King+Garden 時間: 2006-8-30 10:17 標題: 回復 #9 Dave1968 的帖子

I think 939 & 3328 is also good in management.
But 939 is too big, so it will be difficult to rise.

作者: yl_cheng 時間: 2006-8-30 19:44

I think we should not consider the PE in isolation. We need to consider PE together with its expected rate of increase in profit.

There is a term called PEG ratio = PE / (expected rate of increase in profit).

For a bank with size like HSBC or CITIBANK, a rate of increase in profit of 15% would be a very good performance.

However, for 3328, the latest annouced increase in profit is about 30%.

When comparing the PEG ratio, 3328 might not be more "expensive" than HSBC/CITIBANK.

Finally, the most important consideration is the "rate of increase in profit" and will it last in the future.

作者: Dave1968 時間: 2006-8-31 21:26

引用:

原帖由 yl_cheng 於 2006-8-30 11:44 AM 發表
I think we should not consider the PE in isolation. We need to consider PE together with its expected rate of increase in profit.

There is a term called PEG ratio = PE / (expected rate of incre ...

mm....ic...I also want to know that, is "dividend" also a major factor for you to consider this kind of stock?

作者: yl_cheng 時間: 2006-8-31 21:58

引用:

原帖由 Dave1968 於 2006-8-31 01:26 PM 發表

mm....ic...I also want to know that, is "dividend" also a major factor for you to consider this kind of stock?

Some stock valuation methods also state that we can consider dividend instead of earning when calculating the "reasonable value" of the stock.

http://www.moneychimp.com/articles/valuation/stockvalue.htm

I think this is very true, especially under the current accounting system. Earning may come from re-valuation of properties and a low PE is obtained only because of the re-valuation. Dividend may reflect the company's performance better.

作者: laken 時間: 2006-9-3 22:44

yl_cheng,

作者: Dave1968 時間: 2006-9-4 10:22

引用:

原帖由 yl_cheng 於 2006-8-31 01:58 PM 發表

Some stock valuation methods also state that we can consider dividend instead of earning when calculating the "reasonable value" of the stock.

http://www.moneychimp.com/articles/va ...

Big thanks!

作者: peninsula 時間: 2006-9-5 09:57

引用:

原帖由 213 於 2006-8-24 06:24 AM 發表
各位點看這隻股啊！匯豐會否慢慢揪大佢呀！5元樓下入得嗎？

I prefer this one to #939 and #3988.

作者: bonopun 時間: 2006-9-5 22:50

引用:

原帖由 cumine 於 2006-8-27 05:30 PM 發表
$5 樓下可以一試

但係$5既阻力好大播，試沖幾次都唔成功

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