tag:blogger.com,1999:blog-8827792606101931839.post2273237952793524601..comments2023-10-29T22:03:55.565+08:00Comments on 大口仔筆記 - 三十而立: 誰找死?大口仔http://www.blogger.com/profile/05488178468578681387noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-8827792606101931839.post-60345871194142012412010-04-17T12:18:11.808+08:002010-04-17T12:18:11.808+08:00小弟愚見, 內房受國策影響多過受業績數字影響, 依個係 rule of game. 政策重點在人, ...小弟愚見, 內房受國策影響多過受業績數字影響, 依個係 rule of game. 政策重點在人, 劉明康講完2套房5-6成即比人插, 溫總講完即冇人阿之阿左, 同溫總作對, 真找死也會計仔https://www.blogger.com/profile/13381775954975693350noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-47743495946933380072010-04-17T02:24:51.787+08:002010-04-17T02:24:51.787+08:00其實內房...今年以來整體市場氣氛都係唔吼佢地吧其實內房...今年以來整體市場氣氛都係唔吼佢地吧ab_jjhttp://(選用)noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-89538185161331221212010-04-16T22:18:31.355+08:002010-04-16T22:18:31.355+08:00one is 410?
消費股、醫藥股... 151?
國外銀行股... 2888?one is 410?<br /><br />消費股、醫藥股... 151?<br /><br />國外銀行股... 2888?Hermanhttps://www.blogger.com/profile/14287740780611170996noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-19525499498635836072010-04-16T21:10:01.342+08:002010-04-16T21:10:01.342+08:00一點提醒:是俱少,不是區少。一點提醒:是俱少,不是區少。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-10747068946107374992010-04-16T19:04:16.972+08:002010-04-16T19:04:16.972+08:00關於內房版塊, 如果細心留意, 688及1109可以返回07年水平, 但其他內房股現股價則比07年水...關於內房版塊, 如果細心留意, 688及1109可以返回07年水平, 但其他內房股現股價則比07年水平低幾截,特別是規模較少的民企成為了重災區<br /><br />主要原因, 個人認為除了是市場憂慮國內地產泡沫爆破風險外, 政策傾斜導致的「國進民退」已成為行內的新趨勢, 一些地產行業市值及經營規模夠大, 國家後台背景強, 品牌於全國具高知名度的, 回報及風險對比是相對規模較細的民企吸引, 這亦可能是內房版塊中唯獨688及1109能夠返回07年水平的主要原因<br /><br />如果有意買入內房股, 688及1109算是首選, 不過現時是否買入的合適Timing, 那就見仁見智了 :)維斯http://hk.myblog.yahoo.com/iam-waise/noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-90511018470196867502010-04-16T18:15:21.188+08:002010-04-16T18:15:21.188+08:005號仔....5號仔....Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-64334265291184350532010-04-16T17:07:24.608+08:002010-04-16T17:07:24.608+08:00同意要避開房產股和銀行股, 但也是好時機等低位收集商品和資源股 !同意要避開房產股和銀行股, 但也是好時機等低位收集商品和資源股 !Lisahttps://www.blogger.com/profile/05253918340295341707noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-60330011507397865522010-04-16T17:05:31.667+08:002010-04-16T17:05:31.667+08:00請問2888 係唔係 擁有雄厚存款基礎,受惠息口上升,無重大隱藏貸款風險的國外銀行股??請問2888 係唔係 擁有雄厚存款基礎,受惠息口上升,無重大隱藏貸款風險的國外銀行股??Anonymousnoreply@blogger.com