tag:blogger.com,1999:blog-10180651.post514157825547034228..comments2023-09-29T19:58:01.381+08:00Comments on 紅猴 redMONKEY: 6 Oct 2008 - 投資組合中短期完成任務!現持100%現金是否就是好?繼續做個「普通人」!紅猴http://www.blogger.com/profile/08992905694987141361noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-10180651.post-83195825848435774272008-10-09T06:22:00.000+08:002008-10-09T06:22:00.000+08:00亦易還是那句,現在當然滿街平貨,但金融海嘯的影響未清楚前,要買就是買很少機會結業的優質大股,並有買了...亦易<BR/><BR/>還是那句,現在當然滿街平貨,但金融海嘯的影響未清楚前,要買就是買很少機會結業的優質大股,並有買了後股價仍下跌並持有數年的心理準備。<BR/><BR/>另外,要考慮持貨及現金比率,金融海嘯的影響未清楚前,留多些現金傍新方為上算!<BR/><BR/>Redmonkey紅猴https://www.blogger.com/profile/08992905694987141361noreply@blogger.comtag:blogger.com,1999:blog-10180651.post-62315585387049891992008-10-08T11:59:00.000+08:002008-10-08T11:59:00.000+08:00回anonymous said...股息率是0.045厘應為4.5厘(或刪去“厘”字)以今日資料計算...回anonymous said...<BR/>股息率<BR/>是<BR/>0.045厘應為4.5厘(或刪去“厘”字)<BR/><BR/>以今日資料計算:<BR/><BR/>股價:HK$133.7<BR/><BR/>上年息率:4.33%<BR/><BR/>每手400股<BR/><BR/>一年股息:<BR/><BR/>133.7 X 0.0433 X 400 = 2316元<BR/><BR/><BR/><BR/>不過你可以直接用匯豐上年的派息,直接乘股數:<BR/><BR/>上年派息每股:HK$5.76<BR/><BR/><BR/><BR/>股息 400 X 5.76 = 2304元<BR/><BR/><BR/><BR/>以上計法是上一年的股息,一般而言匯豐的派息是每年都會增加,<BR/><BR/>依經濟日報估計,匯豐本年派息每股為 HK$6.25<BR/><BR/>若估計是正確,今年應有<BR/><BR/>400 X 6.25 = 2500元亦易https://www.blogger.com/profile/10504913099108356811noreply@blogger.comtag:blogger.com,1999:blog-10180651.post-747097135540422972008-10-08T11:53:00.000+08:002008-10-08T11:53:00.000+08:00現在是買賣機會嗎? 全街廉價貨!! http://ecmoneyblog.blogspot.com現在是買賣機會嗎? 全街廉價貨!!<BR/><BR/><A HREF="http://ecmoneyblog.blogspot.com" REL="nofollow"> http://ecmoneyblog.blogspot.com </A>亦易https://www.blogger.com/profile/10504913099108356811noreply@blogger.comtag:blogger.com,1999:blog-10180651.post-9141253076833518312008-10-07T16:57:00.000+08:002008-10-07T16:57:00.000+08:00KM,加多些financial ratios實在太大功夫了,恐防短期內也未能滿足你的要求。關於地產股...KM,<BR/><BR/>加多些financial ratios實在太大功夫了,恐防短期內也未能滿足你的要求。<BR/><BR/>關於地產股P/B的那個B,因土地及發展項目的估值不斷隨市况變化,各大行有各自的估值準則,其實那個B難有定論!<BR/><BR/>估值是預期2008年(或2009年)每股盈利 x 預期PE,再加上風險折讓。<BR/><BR/>事實上,市場的預期PE不斷隨市况改變,筆者的預期PE亦不斷隨市况改變;另外,筆者的風險折讓包括安全邊際,亦包括那預期每股盈利的來源,是否已不合時宜等,亦隨市况下斷改變。<BR/><BR/>高興你點出了筆者的問題,筆者亦留意到,所以最近便假設於大熊市况下,訂下預期PE及風險折讓,那個安全買入價便可作長線投資入資的參考,當然筆者還會繼續更新那從傳媒得到的預期盈利!<BR/><BR/>不過,最好的方面是自己訂出自己的預期PE及風險折讓,算出屬於自己的估值。<BR/><BR/>Redmonkey紅猴https://www.blogger.com/profile/08992905694987141361noreply@blogger.comtag:blogger.com,1999:blog-10180651.post-64713038198997273662008-10-07T16:22:00.000+08:002008-10-07T16:22:00.000+08:00Veron,恒生指數現報16,803,盈富基金(2800)股價理應是$16.8。但盈富基金(2800...Veron,<BR/><BR/>恒生指數現報16,803,盈富基金(2800)股價理應是$16.8。<BR/><BR/>但盈富基金(2800)現報17.26,多了的部分主要是(1)預期行將派發的股息及(2)市場求大於供產生的溢價<BR/><BR/>盈富基金(2800)將於10月尾宣佈派發末期息,去年為$0.42,若將此加上$16.8,即等於$17.22。<BR/><BR/>先前市場求大於供產生的溢價大約有$0.1至$0.2,到週一收市前卻接近零!<BR/><BR/>關於盈富基金(2800)的股息,可到其網站的「新聞及公告」找到<BR/><BR/>http://www.trahk.com.hk/chi/news_events.asp#<BR/><BR/>Redmonkey紅猴https://www.blogger.com/profile/08992905694987141361noreply@blogger.comtag:blogger.com,1999:blog-10180651.post-65592273243920682572008-10-07T15:59:00.000+08:002008-10-07T15:59:00.000+08:00現有持股息率計算方法筆者現持盈富基金(2800)的成本$20.94盈富基金(2800)去年全年派息$...現有持股息率計算方法<BR/><BR/>筆者現持盈富基金(2800)的成本$20.94<BR/><BR/>盈富基金(2800)去年全年派息$0.63<BR/><BR/>持股息率 = 0.63/20.94 = 3%<BR/><BR/>留意這是歷史數據!<BR/><BR/>Redmonkey紅猴https://www.blogger.com/profile/08992905694987141361noreply@blogger.comtag:blogger.com,1999:blog-10180651.post-6922362539347999422008-10-07T15:03:00.000+08:002008-10-07T15:03:00.000+08:00Hi Redmonkey,I appreciate very much for your effor...Hi Redmonkey,<BR/><BR/>I appreciate very much for your effort on publishing the valuation. It is a very useful tool for people like me who are not competent accountants. I just have few questions to ask.<BR/><BR/>1. Could you add more financial ratios for some specific industries such as P/B for the property sector?<BR/><BR/>2. It seems that you are quite conservative on the prospect of the banking industry. Based on your estimation on the future PE and the risk premiums, the China financial stocks are still not attractive at the current prices. As an ordinary investor, one thing makes me puzzled. If the economy continue to become bad, the valuation will continue to drop. In turn the calculated "safe price" will drop. It turns out the "safe price" will never be reached.<BR/><BR/>Please help as I would like grasp the opportunity in this "once in a century" event.<BR/><BR/>Thanks,<BR/>KMAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-10180651.post-86130887521947523122008-10-07T12:11:00.000+08:002008-10-07T12:11:00.000+08:00紅猴你好!我是投資新手,還又想在熊市建立投資組合,看了你的部落和自己的資料搜集,打算分段吸納盈富(2...紅猴你好!<BR/>我是投資新手,還又想在熊市建立投資組合,看了你的部落和自己的資料搜集,打算分段吸納盈富(2800),近日留意盈富價格,發現它跟恒指的差距拉大了。我的理解是這樣的,恒指下跌一千點等如盈富下跌1元。但以星期一(10月7日)為例,恒指16803,但盈富卻是17.26而不是16.80。當中的差異是管理費嗎?<BR/>另外,我在網上找不到盈富的派息紀錄,即使在其官方網頁也找不到,未知你可有其他途徑呢?<BR/>謝謝回覆<BR/>VeronAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-10180651.post-87870542357126437752008-10-07T09:49:00.000+08:002008-10-07T09:49:00.000+08:00請問怎樣計"現有持股息率"?請問怎樣計"現有持股息率"?Anonymousnoreply@blogger.com