tag:blogger.com,1999:blog-10180651.post701927049605918955..comments2023-09-29T19:58:01.381+08:00Comments on 紅猴 redMONKEY: 6 Apr 2011 - 大勢分析及投資組合最新狀況;投資組合市值創歷史新高紅猴http://www.blogger.com/profile/08992905694987141361noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-10180651.post-18559665859240524672011-04-07T21:06:36.469+08:002011-04-07T21:06:36.469+08:00That's great. Appreciate.That's great. Appreciate.紅猴https://www.blogger.com/profile/08992905694987141361noreply@blogger.comtag:blogger.com,1999:blog-10180651.post-59723289355329409732011-04-07T14:12:02.658+08:002011-04-07T14:12:02.658+08:00I'm so honored...cuz I'm the writer of thi...I'm so honored...cuz I'm the writer of this article.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-10180651.post-57943996201472133072011-04-07T04:54:15.315+08:002011-04-07T04:54:15.315+08:00MM,
That's why its stock price has dropped a ...MM,<br /><br />That's why its stock price has dropped a lot from Oct last year. However, its business is still sound, especially with collaboration with the Germany counterpart, MAN.<br /><br />Understand the risk and so place it in short-term class with minimum investment first. Observe its performance and react accordingly.<br /><br />Redmonkey紅猴https://www.blogger.com/profile/08992905694987141361noreply@blogger.comtag:blogger.com,1999:blog-10180651.post-36515985180430292092011-04-06T23:17:26.438+08:002011-04-06T23:17:26.438+08:00紅兄
03808 ETNET
市盈率 10.436 預期市盈率 11.263
周息率 ...紅兄<br />03808 ETNET <br />市盈率 10.436 預期市盈率 11.263<br /> <br />周息率 2.691 預期周息率 1.241<br /><br />不見得增長幾好.<br />盈利下半年放慢.<br />近八成債. 有問題嗎?<br /><br />MMAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-10180651.post-9463813453030681502011-04-06T21:52:28.448+08:002011-04-06T21:52:28.448+08:00這篇文章值得參考,筆者將大新銀行(2356)估值提升至$14.55,4月4日裂口上升至$12.74下...這篇文章值得參考,筆者將大新銀行(2356)估值提升至$14.55,4月4日裂口上升至$12.74下,會待其調整至$12.46才買入。<br />------------------<br /><br />工程運輸蓬勃 重卡銷售暢旺 (香港經濟日報 (5 Apr 2011) - 賀升) <br /><br /> 去年內地重型卡車銷量創新高,突破一百萬輛。受保障房建設和大量基建投資提振,料今年重卡的增長勢頭可延續。中國重汽(03808)為內地重卡龍頭,具成本優勢,去年業績驕人,且現時估值吸引。<br /><br /> 近五年重卡的銷量增速明顯高於中卡(見圖),去年重卡銷售101.5萬輛,按年增60%,增長勢頭在今年首兩個月維持不變。隨着重卡銷售旺季的到來,市場對行業銷量和盈利預期將逐步改善,之前股價回落幅度較大有望回升。<br /><br /> 以終端需求角度看,物流類和工程類重卡需求各佔50%,行業增長前景又以工程類重卡為佳。過去兩年在遠距離貨運重卡較中卡效率更佳的替代需求下,物流類重卡需求維持增長。<br /><br />重卡需求料增8%至10%<br /><br /> 今年為十二五開局之年,用於工程類重卡的需求受保障房建設、西部開發項目建設的投資拉動,需求繼續看旺,且隨着更多項目的開工,需求將得到釋放。中信證券則預計全年重卡銷量增速在8%至10%之間。<br /><br /> 內地重卡市場集中度高,前五大生產商已佔據八成以上的市場份額,其中東風集團(00489)、中國重汽集團和一汽集團各佔20%左右的市場份額。其中東風和中國重汽在工程用車上較有優勢,而一汽則在貨運用途的半掛牽引車上有相對優勢。今年重卡市場由物流向工程類傾斜的需求結構發生變化,在競爭格局上亦會給工程類重卡生產商帶來機遇。<br /><br /> 中國重汽擁有高度垂直整合的生產綫,在原材料高企的環境中成本優勢明顯,且其生產的卡車類型與保障房及水泥相關係數最高,去年純利大升七成,現估值吸引,股價料可一觸即發。紅猴https://www.blogger.com/profile/08992905694987141361noreply@blogger.com