免責聲明:

免責聲明:本網誌純屬個人文章, 所有評論全是表達個人意見, 絕對不應視作為投資見議. 本人同時不能保證文章內容的確實性. 讀者必須自行判斷和研究. 至於讀者的一切投資決定, 不論成敗得失. 一概與本人無關.

2021年5月17日星期一

買入阿里

今早買了一注阿里巴巴(9988)作貨底 原因(一) 以它的質素僅約PE25倍. (二)買入價比Charles Munger還平. (三)集團旗下天貓是中國最大的零售購物網站、 雲端業務價值更被嚴重低估、螞蟻金服估值雖大減. 但爛船也有三斤釘. (四)受過教訓會學乖 有關高層會慎言. (五)壞消息浪接浪的確有點嚇人 但嚇人才致股價如此殘. (六)研究完不買好心癢. (七)我買入價比上次沽出價平 這本無關係 但心理上好過些. (八)我夜觀星象.......。

11 則留言:

  1. Billy 兄
    可能我唔太熟書
    其實港股阿里同美股有什麼分別?
    一股港股阿里=一股美股?

    請原諒我問左個蠢問題.

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    1. 1股美股阿里=8股9988
      兩股可互換買賣

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  2. Billy Sir,

    I don't like 9988.HK.

    It has no dividend yet.

    Its extraordinary items(usually are losses) were always unpredictable. To me, it's meaningless to predict its P/E in next year or few years.

    Anyway, I hope you will be successful.

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    1. Student 兄 同意你既觀點巴巴條數冇得計。
      冇息冇險可守。
      但我另外睇到個諗法係控制注碼,去控制風險。
      另外衰極佢仲係賺緊錢既。

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    2. 另外恭喜你係398度大賺
      已破3年新高

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    3. Hi Kit,

      I have no 398.HK now.

      398.HK exercised "share buybacks" in Nov2020. This news was announced on 14Sep2020. I don't like it used HK$3/share to buy back its shares. Its NAV was just HK$3.X/share. I sold all residue @HK$2.50 at the next day(15Sep2020), and not interested in it thereafter.

      I remember using the same money to buy more 450.HK at market price by that time, ... I usually do "stocks switching" instead of holding cash, ... for long run dividends income.

      Now 398.HK only has limited number of shares available to the public after such "share buybacks". Maybe this is the reason to explain why it can make "new high" now.

      Also, its 6-months results was "not bad", especially if compares with other retail stocks for same period.

      I am not an insider. Right now I have no confidence to hold 398.HK.

      And there are always alternatives ... so

      Good Luck to us!^^

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  3. Billy兄,你終於出手抄底阿里了!👏👏👏

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  4. 我都是分注買科技股揸長線,可以分散風險,每一注注碼都不大,如買了後升,而業績沒有變壞,就等它跌穿60日線時加一注;如買了後跌,就等它跌15%加一注,如兩注後仍下跌,我就會等它再跌三成才再加一注,這樣就算輸也不會輸多少。我常看龔成的博客,這是學他的投資理念。阿里、百度、騰訊、3067、都採取這個策略,已實施近一年。暫時最成功的是772閱文,由44元買起、近一年買了四注、最近一注是69買的,第一注已差不多翻了兩倍。

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    1. 但切記 萬一見勢色不對就要認輸,每隻股票都要有個度,你的最大承受度。

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