買長線股票,有边隻好呢?

2007-11-16 5:19 pm
買長線股票,有边隻好呢?

比D意見吖!!!!!

回答 (8)

2007-11-16 7:50 pm
✔ 最佳答案
Dated 10 Oct 2007
匯豐銀行(0005)現價肯定唔偏高,而且是便宜!

之前係次案單野,佢話完全將次案的業務結束,跟住撇帳,那時我已知道佢會升,但當時到最後都沒有買佢,原因只有一個,就是嫌佢會升得慢,浪費左我的機會成本,當時匯豐都是做緊$13x,而家已升到$150了!

大家可以試想,匯豐(0005)為什麼以一隻咁有質素,咁有規模效益的公司,其市盈率仲要低過很多二打六公司?

原因就是次案的問題!

$140唔夠的匯豐,當時恆指是幾多,而家恆指又是幾多?如果貴,其他升左成倍的未仲貴!

當這個因素(次案問題)獲得解決後,股價自然會升回合理的水平!而家$150,應該仲未到價,不過短線以匯豐(0005)來說,是升得又少少快左,所以短線有少少獲利回套,但中長線,如果唔嫌有很多股票跑得快過佢的話,現價仍然是值得候低少少吸納!

其情況有如之前推介的安德利果汁(8259),除淨前唔郁是因為有部份資金因為會被紅股凍結,當這個因素得到解決後,股價自然上升,所以投資這些因為某些特別因素而引致股價被壓低,而這個因素亦都是在可遇見的時間內解決,風險差不多接近0,而回報亦是可以預計到,就是最少賺番被壓低的部份!計係上來,肯定好過收息,試想$1.3X入安德利果汁(8259),即是除淨後的價位$0.6X左右,唔夠1個月,可以升一半,係唔係極少風險得來,又有可觀收益?仲駛乜浪費咁多時間,炒來炒去?

主力買一隻因為某些特別因素而引致股價被壓低,而這個因素亦都是在可遇見的時間內解決,就可以以極低的風險,獲得不俗的回報!
參考: Profit taking long term investor in HK
2007-11-17 1:44 am
資金夠的話一定應該買港交所388, 其次係2318, 2628或者2328, 939, 1398
當然941都係一個好的選擇, 大巿升佢一定會升(因為要大巿升一定要推中移動上去)
2007-11-17 12:42 am
長線一定係 #154 北京發展, 等於3.60 左右入貨, 回報一定好 #5匯控( 開始無運行) 。
2007-11-16 11:50 pm
買長線隻隻股票都好, 隨便選一兩隻, 例如太古或者新地.
2007-11-16 11:37 pm
Of course HSBC.
1398, 939 may rise much faster than 5, but the problem is there p/e is really high. If there is a big correction or problem in chinese economy, they may drop half of their share price. Besides, their dividends is really low, that means the only gain is only come from the rising share price.
HSBC business is world wide, so problem in one part of the world won't affect it much. Besides, it has good dividends, if you choose share instead of cash for the dividends, you will have a good gain in a period of time. The only problem is it is much more expensive than the chinese bank shares.


2007-11-16 8:22 pm
I will buy 1398 for long term investment, it is a greatest bank in China, you know how many people in China today ? how many foreign companies want to invest in China ? it has big chance to make money.
2007-11-16 5:33 pm
2628 中國人壽 ~ 成本較高, 昨日收市價$44.85, 長線可望$55-60.

1398 工商銀行 ~ 成本較低, 昨日收市價$6.4, 長線可望$8-9.
2007-11-16 5:30 pm
如果係長線,就一定係 5號了。
不過係大升市佢又唔一定會大升,不過就勝在好穩陣,當作收息,因依家銀行利息低麻,就算遇上大跌市,你買左佢亦唔會坐唔安訓唔著,屬於一隻有買貴冇買錯的優質股。


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