tag:blogger.com,1999:blog-8374038159779686685.post4497974265373227832..comments2024-02-15T15:37:08.049+08:00Comments on 不倒翁投資學 : 超新星: 新意網 (九)不倒翁http://www.blogger.com/profile/09638659858222750639noreply@blogger.comBlogger223125tag:blogger.com,1999:blog-8374038159779686685.post-63018124285832383752018-03-16T22:34:50.525+08:002018-03-16T22:34:50.525+08:00請問任景信辭任CEO會有咩IMPACT呢? 請問任景信辭任CEO會有咩IMPACT呢? Haras Tanghttps://www.blogger.com/profile/09071392011496246478noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-57649429140190384212018-02-21T11:43:01.491+08:002018-02-21T11:43:01.491+08:00不倒兄各位兄弟新年快樂, 狗年賺多啲 =D不倒兄各位兄弟新年快樂, 狗年賺多啲 =DMinghttps://www.blogger.com/profile/00084992865827111232noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-44146076758134860002018-02-13T23:36:26.680+08:002018-02-13T23:36:26.680+08:00haha, CK Lau, Now I can see your message here. So ...haha, CK Lau, Now I can see your message here. So weird! Today, I read an article from Oracle Inc that it will set up more data center around the world. Although it does not mean that it will establish one in Hong Kong, it does imply that the demand for data storage is continuous to grow. That means the future development of 1686 will not be so bad, it will still in a positive side.<br /><br />Just hope our expectations will not be turned down. I still strongly believe its price level will go up in the future if its net profit can grow well.<br /><br />Happy Chinese New Year and all the best to you and your family!不倒翁https://www.blogger.com/profile/09638659858222750639noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-43089897926592379332018-02-13T22:37:31.599+08:002018-02-13T22:37:31.599+08:00Hello CK Lau,
I can see you wrote something in on...Hello CK Lau,<br /><br />I can see you wrote something in one place but I cannot find your message in here, how come? Thanks for providing me very useful information about 1686's clients and I might use it in the next article. If possible could you please try to write more comments here, and I want to see why I cannot see yours in here. Many thanks and have a happy Chinese New Year!不倒翁https://www.blogger.com/profile/09638659858222750639noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-85234302418507386762018-02-12T17:01:50.898+08:002018-02-12T17:01:50.898+08:00有時間望下份中期業績報..當中提到如下:
"MEGA Plus是首個設於香港政府規劃作數...有時間望下份中期業績報..當中提到如下:<br /><br />"MEGA Plus是首個設於香港政府規劃作數據中心專屬用地的數據中心。該用地乃透過公開招標方式以市場價格投得。此設施有別於鄰近將軍澳工業邨補貼用地上的數據中心。該補貼用地在使用上附加多項限制,包括禁止分租及租戶不能享有進入物業的專屬權。MEGA Plus的地理位置於定位上可提供不同的接入點、保安及彈性,該等皆為客戶選址的主要條件,令MEGA Plus處於較將軍澳工業邨內所有其他數據中心設施更優越的位置。客戶對設施評價甚佳,數個跨國企業的主要客戶,當中包括一個主要國際雲端服務供應商,經已進駐。"<br /><br />呢個客應該係AWS了,唔會有第二個。<br />呢個都同之前AMAZON 個BLOG 講的2018會有新AWS HK REGION 時間刎合~<br />但問題真係唔知AWS 會租幾多地方,同用電量係點~<br />DATA CENTRE CLOUD 係以電泥收錢,如果HK 呢頭小ENTERPRISE 用,就唔駛比咁多租~<br />所以下一步要評估下D CLIENT 用CLOUD 用成點~<br />按AMAZON AWS 的SEGMENT 業績,其實係理想的,按年4成以上升幅<br />希望1686 真係食到呢條水~~<br /><br />不過而家個價插成咁既死款,就算增持都唔知幾時入先叫安全... 唉Anonymoushttps://www.blogger.com/profile/11295273092544276060noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-36589490113633919692018-02-12T13:08:45.698+08:002018-02-12T13:08:45.698+08:00長趺長有 唔知會唔會穿5蚊長趺長有 唔知會唔會穿5蚊Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-60974016185439526712018-02-11T22:53:50.908+08:002018-02-11T22:53:50.908+08:00長線投資,我們買的不是一張股票去炒賣賺波幅,更重要是擁有公司的股份成為股東,公司的生意就是自己的生意...長線投資,我們買的不是一張股票去炒賣賺波幅,更重要是擁有公司的股份成為股東,公司的生意就是自己的生意,試試用做生意的角度看,投資世界觀就會不同<br /><br />想想誠哥經營長江和黃系一做幾十年,中間有升有跌,外圍亦經歷大少轉變..... 例如,今季賺少了,又或者見到今年加息,不得了,就會把公司賣走不做了,不會吧Duncan 新價值投資https://www.blogger.com/profile/06774756045451605065noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-58296752954012006662018-02-11T12:52:49.728+08:002018-02-11T12:52:49.728+08:006823都吾錯㗎,高息股遲早會推動其股價向上升。可以等候一個靚價錢買入。6823都吾錯㗎,高息股遲早會推動其股價向上升。可以等候一個靚價錢買入。不倒翁https://www.blogger.com/profile/09638659858222750639noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-74237219656118508892018-02-11T12:49:34.983+08:002018-02-11T12:49:34.983+08:00各位,如果1686跌穿,$5元,我會再加注,長遠的股息回報率應該是吸引的。各位,如果1686跌穿,$5元,我會再加注,長遠的股息回報率應該是吸引的。不倒翁https://www.blogger.com/profile/09638659858222750639noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-14889166100676078302018-02-10T21:54:29.690+08:002018-02-10T21:54:29.690+08:00組合中我加了盈富基金作為對比。
金沙是蓁的7成重倉股,所以我都加進了。組合中我加了盈富基金作為對比。<br /><br />金沙是蓁的7成重倉股,所以我都加進了。Chun yeung akhttps://www.blogger.com/profile/16746029969761317370noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-82478184014599385762018-02-10T21:20:46.148+08:002018-02-10T21:20:46.148+08:00你的說法啟示了我的新想法。既然1686對我來說是一個長期的投資,短時間的波動,不應把我的信心動搖。如...你的說法啟示了我的新想法。既然1686對我來說是一個長期的投資,短時間的波動,不應把我的信心動搖。如無意外新意網應該會派高股息,既然我有高息回報,那便不要理會股價短暫的升跌。不倒翁https://www.blogger.com/profile/09638659858222750639noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-30237058438963322872018-02-10T21:18:08.086+08:002018-02-10T21:18:08.086+08:00CY,多謝你提供我們14隻股票投資組合的初步結果,平均回報率有了一個大逆轉。可想言之,股票市場波動可...CY,多謝你提供我們14隻股票投資組合的初步結果,平均回報率有了一個大逆轉。可想言之,股票市場波動可以非常巨大,由賺變蝕,只在短短10日之間發生的事。唉!不倒翁https://www.blogger.com/profile/09638659858222750639noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-65338641819243507262018-02-10T20:37:10.414+08:002018-02-10T20:37:10.414+08:00今期業績對比以往是持平
計入TKO 因素是不足,大家普遍有更大期望
不知道是否新data cent...今期業績對比以往是持平<br />計入TKO 因素是不足,大家普遍有更大期望<br /><br />不知道是否新data center 多了一次性基楚建設支出,希望盈利增長上升<br /><br />一間公司不是一季去決定輸贏,長遠發展看法不變,繼續作戰<br /><br />近來港股美股都波動,正面看是給大家好好的學習機會,面對逆境令投資者成長,緊持不短炒,只會投資有質素有能力長缐發展公司Duncan 新價值投資https://www.blogger.com/profile/06774756045451605065noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-82153232444293595402018-02-10T20:04:16.567+08:002018-02-10T20:04:16.567+08:00蓁兄,自從股市不斷向下跌,我一股也沒有賣出,反而加碼再入1686。我突然有新的想法,所以人也變得輕鬆...蓁兄,自從股市不斷向下跌,我一股也沒有賣出,反而加碼再入1686。我突然有新的想法,所以人也變得輕鬆些,遲些和大家一起分享。不倒翁https://www.blogger.com/profile/09638659858222750639noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-55733768941774491272018-02-10T16:53:03.733+08:002018-02-10T16:53:03.733+08:00https://xueqiu.com/p/ZH1258379
這個一人一股組合在新意網轉版後開始計...https://xueqiu.com/p/ZH1258379<br /><br />這個一人一股組合在新意網轉版後開始計,6823憑防守力領先。Chun yeung akhttps://www.blogger.com/profile/16746029969761317370noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-26626319196099631102018-02-09T19:41:51.754+08:002018-02-09T19:41:51.754+08:00各位, 1686上半年都有9000幾萬的物業估值,下半年可能仲有得入數,另外,它的有價證券的增值還未...各位, 1686上半年都有9000幾萬的物業估值,下半年可能仲有得入數,另外,它的有價證券的增值還未計出來,同時,下半年的租務狀況可能更加理想呢!所以我堅持全年的總盈利可以在$8億元左右,今年的派息應該會很不錯。至於他的中期報告,實在太過侮辱我們這班小投資者的智慧。如果可以用粗口鬧個主席同埋CEO的話,我一定鬧到佢哋趴地。實在太豈有此理!不倒翁https://www.blogger.com/profile/09638659858222750639noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-5791182513029458362018-02-09T19:34:24.061+08:002018-02-09T19:34:24.061+08:00Eddie兄,今日的股價的確跌至$5邊緣,不知你有否加注買入呢?他的股價如此跌法,很肯定是受到外圍的...Eddie兄,今日的股價的確跌至$5邊緣,不知你有否加注買入呢?他的股價如此跌法,很肯定是受到外圍的影響,我現在可以做的就是「堅持」到底!不倒翁https://www.blogger.com/profile/09638659858222750639noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-89039333108739549232018-02-09T19:30:12.874+08:002018-02-09T19:30:12.874+08:00Eddie兄,你所估計的兩個大客,應該便是這兩間了,理論上他們簽的合同,應該是長期的,對將來的收入好...Eddie兄,你所估計的兩個大客,應該便是這兩間了,理論上他們簽的合同,應該是長期的,對將來的收入好有穩定性的作用。可能在裝修期間,新意網會有免費租期,所以要到下半年,才能看清今年到底的租務狀況如何。但上半年已經盈利升左45%,已經保障了下半年了。今年全年盈利,應該會非常不錯的。公司是沒有問題,但股價就很難說了!耐心等候有大戶再次看中它吧。不倒翁https://www.blogger.com/profile/09638659858222750639noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-35075870394413843232018-02-09T19:13:05.841+08:002018-02-09T19:13:05.841+08:00蓁兄,我記得前一陣子,我以$6.23入了1686,原因只有一個,就是看中他的前景。很可惜,最近大市氣...蓁兄,我記得前一陣子,我以$6.23入了1686,原因只有一個,就是看中他的前景。很可惜,最近大市氣氛實在太差勁了。你問我唔會唔會再入貨,我話說看清楚一點才算,反正我已經有很多股數在手了。但我不會等大市一升便出售,我會繼續持有,相信他今年所派的股息應該都會多很多了,我是可以等的。不倒翁https://www.blogger.com/profile/09638659858222750639noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-24805013184444522432018-02-09T17:59:17.979+08:002018-02-09T17:59:17.979+08:00帳面計EPS 半年0.097
相信下半年都唔會有咁多其他收入~
OPERATING INCOME按上...帳面計EPS 半年0.097<br />相信下半年都唔會有咁多其他收入~<br />OPERATING INCOME按上次半年業績0.0667 ,若正路增長15%-20% 計 = 0.077 - 0.080<br />全年EPS = 0.174 -0.177<br /><br />現PE 34 倍左右.. 6蚊左右~<br />如果可享40PE,則 7 蚊~<br /><br />TARGET 年底升返 7 蚊~<br />而家入就當收息2.5% TTM<br />但我覺得5 蚊唔大機會再跌穿~ (美巿又玩電腦狂PUT 另計) @@<br /><br />不過講真TOUCHWOOD穿5蚊都應該入貨既~Anonymoushttps://www.blogger.com/profile/11295273092544276060noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-5826627842565971002018-02-09T17:58:24.784+08:002018-02-09T17:58:24.784+08:00This comment has been removed by the author.Anonymoushttps://www.blogger.com/profile/11295273092544276060noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-83905621203370580712018-02-09T17:28:40.315+08:002018-02-09T17:28:40.315+08:00
經過2008 2011 2015 年既中大型股災 失敗者都有個共通點,都係過於太早出手溝貨.低...<br />經過2008 2011 2015 年既中大型股災 失敗者都有個共通點,都係過於太早出手溝貨.低估了大市既下趺力度漲停https://www.blogger.com/profile/11845348896046206862noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-72532204028597120802018-02-09T17:24:08.262+08:002018-02-09T17:24:08.262+08:00This comment has been removed by the author.漲停https://www.blogger.com/profile/11845348896046206862noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-45611913742026321952018-02-09T17:20:10.087+08:002018-02-09T17:20:10.087+08:00真係牛市和熊市一樣...唔會再理基本面和任何同現在大市相反的NEWS
師兄也一股未放..? 我覺得...真係牛市和熊市一樣...唔會再理基本面和任何同現在大市相反的NEWS<br />師兄也一股未放..? 我覺得.溝貨..要睇準時機.不可以亂大注入場小注可以..<br />前姆日有個大反彈市..我就沽左D金沙...現在等大市落28000點了.. 今日都手痕買了好少貨.. 不過都係等大市穿29000點再打算..如果有大反彈市..都係走鬼為主....漲停https://www.blogger.com/profile/11845348896046206862noreply@blogger.comtag:blogger.com,1999:blog-8374038159779686685.post-68063050044941770062018-02-09T16:55:39.576+08:002018-02-09T16:55:39.576+08:00可能佢份業績講d野真係太廢
亦都暫時數據中心都係供過於求
未交到功課掛
所以就搞到咁..可能佢份業績講d野真係太廢<br />亦都暫時數據中心都係供過於求<br />未交到功課掛<br />所以就搞到咁..Dechvaunhttps://www.blogger.com/profile/03760849023456018377noreply@blogger.com