2009年1月16日星期五

三人成虎@幾個問題

人好奇怪,一個未必太可信的分析如果分幾次去講,每一次公布後的可信性都好似會自動增加,即使前前後後幾次公布的分析及數據都大同小異....

有冇聽過三人成虎呢句說話?智者不惑,共勉之!

大口仔有三個問題想問,但沒有既定答案:

1. 大摩及高盛(里昂的可能快出了)有關匯豐的分析報告兩個月內出了兩次,除了目標價不同外,前後的理由數據有何不同?

2. 如果大家覺得$120、$100、$75的匯豐股價合理,今時今日仲夠唔夠膽買/月供匯豐?

3. 國際大行配股或供股,邊個的得益最大,損失最多?

11 則留言:

N/A 說...

其實係抵,不過實體經濟轉差,唔敢買得咁狠 !

匿名 說...

I buy 400 Shares at $66. to review it again after 3 years.

zgokli

Jay 說...

今晚是倫敦取消金融股沽空禁令的第一天。大摩和高盛趕在這個時間前連出兩個報告唱淡造勢,一切都是爲了今晚做鋪陳和準備。有決戰的味道。

http://sixianghuayuan.blogspot.com/2009/01/3.html

肥魚爸爸 說...

最近勁忙,未有細心想是否抵買。感覺上是超值!
我老婆就說有62就飛身買幾手,真勇。

Michael Cheng 說...

繼續每月月供 5K﹐由 124 開始供到現在﹐大行越唱我越開心﹐因為我知道佢係唔會倒閉的﹐雨後天晴後它又是一個強者。

匿名 說...

Remember JP, Goldman Sach and HSBC are of finance sector~~! Just like a classroom, there are so many students. JP and Goldman Sach both have poor results in the last exam. But HSBC is the only one who can pass the exam.
How come JP and G.S. can comment and judge HSBC's result?? Is it convincing??

If HSBC's result is bad, JP & G.S. must be much worse than HSBC~~~!

匿名 說...

全球的銀行已經七勞八傷, 銀行業正在製造一個新的平臺, 你唱衰我, 我唱衰你, 令大家的距離拉近, 匯豐怎能獨善其身呢!

匿名 說...

不外乎幾樣嘢,
1. 大家都係做同行, PURE IB 都瓜晒, 要爭地盤, 趕走外敵先.
2. 呃咗班大客, 想佢地接貨.
3. 谷低恒指, 沽建行沽中行都推唔低, 要沽匯豐做絶D.
4. 可以放狗沽空了
5. 最似樣.........因為一班銀行見到自己個成績見紅, 將心比己, 以為自己咁衰, 人地都一樣衰.........

匿名 說...

大口仔 請你對匯豐要配股集資點睇? 如果真是要配的話又好唔好配呢? 仲有d大行係匯豐就黎出業績的時候出埋晒d咁的報告會唔會係有心做低個價呀!!!!!!!!!!!!

kelvin 說...

Mr. Big Month Hing would you please share your EPS for HSBC with fundamental analysis. Thankyou

To me, HSBC has 3 parts of income from 3 region
US income HI has problem.
Europe income Midland has problem.
HK bank income decrease.

Will you also share with us what you would do they could do if you are in HSBC management shoe?

Also it is unfortunate that accounting boy doesnt want to talk HSBC anymore.

流浪汉 瑜伽 Yoga Tramp 說...

新年快乐大口仔,本人对金融风暴发表了一些见解,从心理层面看风暴,欢迎你过来评论,谢谢

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