座右銘: 要幸福其實好簡單, 與人為善, 好好珍惜已擁有的, 活在當下, 活好每一天。
阿里巴巴(09988)截至今年3月底止年度 收入7,172億元人民幣(下同) 增長41% . 年度非公認會計準則淨利潤增長30%至1,719億 這已包含反壟斷法罰款逾180億. 業績實在不錯。阿里可算是超大型科技股中 估值最為偏低的一隻. 公司質素一流 市盈率還低於不是傳統股 個人認為是科技股首選。當然股價升跌 好多時都不跟常理變動。
此外港華燃氣(1083)亦靜靜地升破52週高位 有點象春江鴨手影 雖股價升了不少 市盈率仍處合理水平 9.28倍 股息率有3.26%.
9988.HK EPS = RMB6.84/share(or HK$8.09/share) If I use present ex. rate 1.197, this becomes HK$8.187/shareSo, updated P/E = $213.2/HK$8.187 = 26! while dividend Yield is still 0%p.a.!My opinion:1. Maybe it is suitable only for speculative trading. 2. P/E of these new economy stocks are always unpredictable.
reasonable PE PEG
Student 我見芒格都入貨，佢好似話巴巴DCF 唔錯。但我未研究。
Only DCF good enough?P/E; Dividend Yield; NAV ... ?
謝謝student 提醒P/E就唔算太高 26倍佢又唔派息，NAV 有12000億
Hello Kit,I mean NAV/share ... or PB.Thanks for your sharing.^^
Who care 9988 NAV？
Stock markets welcome any kind of investors/gamblers.^_^
sure😁
增長確實不錯，特別是阿里雲和菜鳥。不過講到投資增大，利潤率下降，投資者就沽貨。我都寫左篇簡單的posthttps://alphainvestingblog.blogspot.com/2021/05/stock-alibaba-investors-worries-about.html
看過了,謝謝。今天掛200元買不成
9988.HK EPS = RMB6.84/share(or HK$8.09/share)
回覆刪除If I use present ex. rate 1.197, this becomes HK$8.187/share
So, updated P/E = $213.2/HK$8.187 = 26!
while dividend Yield is still 0%p.a.!
My opinion:
1. Maybe it is suitable only for speculative trading.
2. P/E of these new economy stocks are always unpredictable.
reasonable PE PEG
刪除Student
回覆刪除我見芒格都入貨，佢好似話巴巴DCF 唔錯。
但我未研究。
Only DCF good enough?
刪除P/E; Dividend Yield; NAV ... ?
謝謝student 提醒
刪除P/E就唔算太高 26倍
佢又唔派息，NAV 有12000億
Hello Kit,
刪除I mean NAV/share ... or PB.
Thanks for your sharing.^^
Who care 9988 NAV？
刪除Stock markets welcome any kind of investors/gamblers.
刪除^_^
sure😁
刪除增長確實不錯，特別是阿里雲和菜鳥。不過講到投資增大，利潤率下降，投資者就沽貨。我都寫左篇簡單的post
回覆刪除https://alphainvestingblog.blogspot.com/2021/05/stock-alibaba-investors-worries-about.html
看過了,謝謝。今天掛200元買不成
刪除