2018年10月4日星期四

沽900入005

沽出900❌$7.26❌30000股
=$217800

買入005❌$67.8❌3200股
=$216960
共持有5600股。       均價=$67.8



現金=$57000

6 則留言:

  1. YST Sir,

    Just to share my little thinkings :

    005.HK is an international bank ... it always penalised by USA/England/Europe over past years.

    005.HK is a HS Index member (occupying 10%). It's always difficult to predict the trend of HS Index.

    ...

    900.HK's businesses links with local retail sales and credit cards figures ... which are positively recovering recently.

    Considering P/E ratios, Dividends Yields, NAVs, etc. ... I regard 900.HK is better than 005.HK.

    I think 900.HK can goto HK$9.00 next year, while I can't see how 005.HK might goto HK90.00 next year.

    ^_^

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    1. 宏觀定係微觀? 900睇財務報表中期應該唔止派22仙 但結果就係22仙低於你預期
      回帶上個月大腦諗緊乜嘢?
      係自己立場?定係對方立場?還是冇立場?
      ~要抽離 = 做買賣 ~ 冇感情…冇主觀…冇立場…冇輸贏 ~ 一堆數目字!

      至於大象就要分開對我定係對其他人?
      大象對渣打?大象對港銀?大象對環球同業? 無絕對只有相對
      就似900相對你?或者相對其他人?
      總結 = 只要你有信心就好啦! 😇

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    2. 我只係畀咗十一個問號你 哈………

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    3. I just read your concise conclusion.

      ^_^

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    4. 我剛看完你簡明扼要的結論❗
      我亂噏㗎咋 哈……
      或者買入唔等於要持有而沽出又唔等於放棄呢!

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