tag:blogger.com,1999:blog-37885837.post6276591400673499581..comments2024-03-03T23:55:03.815+08:00Comments on 分析員的告白: 國內天然氣和電訊股阿爾伯特http://www.blogger.com/profile/03446595446485488861noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-37885837.post-25568560141977865392012-03-28T04:11:48.664+08:002012-03-28T04:11:48.664+08:00dream:
以現價計, 今年2, 6, 270, 315可能未必再跑贏, 反而3, 1193機會...dream:<br /><br />以現價計, 今年2, 6, 270, 315可能未必再跑贏, 反而3, 1193機會高一些(低息高增長的utilities)阿爾伯特https://www.blogger.com/profile/03446595446485488861noreply@blogger.comtag:blogger.com,1999:blog-37885837.post-67188609161436341042012-03-28T01:48:35.830+08:002012-03-28T01:48:35.830+08:00"The HK power utilities are subject to policy..."The HK power utilities are subject to policy risk, while rising US T-bill yield also hurts the relative-attractiveness of names like CLP (2) & PAH (6)."<br /><br />Albert 兄,非常有見地,受教了<br /><br />小弟從未想過從US bond yield 高底來推算高息公用股既吸引力,2 & 6 確實走勢轉差,之前想過是能源成本升,政策風險增dreamhttps://www.blogger.com/profile/12681801528855175429noreply@blogger.comtag:blogger.com,1999:blog-37885837.post-15933103663693619512012-03-27T00:24:28.968+08:002012-03-27T00:24:28.968+08:00dream:
Just noted that the market need utility st...dream:<br /><br />Just noted that the market need utility stocks with high growth, and gas utilities belong to the category. <br /><br />The HK power utilities are subject to policy risk, while rising US T-bill yield also hurts the relative-attractiveness of names like CLP (2) & PAH (6). They may not outperform in 2012, as what they did in 2011.阿爾伯特https://www.blogger.com/profile/03446595446485488861noreply@blogger.comtag:blogger.com,1999:blog-37885837.post-73355183142687918602012-03-27T00:24:00.219+08:002012-03-27T00:24:00.219+08:00一笑之:
金價現時在US$1,600-US$1,800收集, 等待"大件事"發...一笑之:<br /><br />金價現時在US$1,600-US$1,800收集, 等待"大件事"發生後再續方向<br /><br />Seiko:<br />好多人喜歡看書阿爾伯特https://www.blogger.com/profile/03446595446485488861noreply@blogger.comtag:blogger.com,1999:blog-37885837.post-14397009246064856772012-03-26T21:47:35.376+08:002012-03-26T21:47:35.376+08:00Thanks a lot , good point of view about Gas , the ...Thanks a lot , good point of view about Gas , the market already told the truthdreamhttps://www.blogger.com/profile/12681801528855175429noreply@blogger.comtag:blogger.com,1999:blog-37885837.post-12418688600567112592012-03-20T18:16:48.809+08:002012-03-20T18:16:48.809+08:00呢個bkgd俺系第易度見過。呢個bkgd俺系第易度見過。seikomatichttps://www.blogger.com/profile/14587946564402199319noreply@blogger.comtag:blogger.com,1999:blog-37885837.post-37988209819716218702012-03-16T17:51:01.866+08:002012-03-16T17:51:01.866+08:00Albert Sir
個金市又點睇?好似真係好Chok喎?謝謝。Albert Sir<br />個金市又點睇?好似真係好Chok喎?謝謝。一笑之https://www.blogger.com/profile/01189752868277685081noreply@blogger.com