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gthhh27
2021-12-22
这篇文章不错,转发给大家看看
@Gentle麦克斯:手上的股票下跌该怎么办?
gthhh27
2021-11-07
$老虎证券(TIGR)$
[无语] [无语]
gthhh27
2021-10-14
$老虎证券(TIGR)$
[捂脸]
gthhh27
2021-07-27
我才买了1股[笑哭]
gthhh27
2021-07-23
$RLX科技(RLX)$
要多久才能回来[流泪] [流泪]
gthhh27
2021-07-22
$老虎证券(TIGR)$
别再跌了 振作起来[安慰] [安慰]
gthhh27
2021-07-02
$新加坡航空公司(C6L.SI)$
加油啊
gthhh27
2021-06-18
$RLX科技(RLX)$
看好[真香]
gthhh27
2021-06-15
$Alfi Inc.(ALF)$
上去吧!📈[龇牙]
gthhh27
2021-06-11
$Trxade Group, Inc.(MEDS)$
感觉要开始向下走了🤔️
gthhh27
2021-05-31
$新加坡航空公司(C6L.SI)$
终于等到了
gthhh27
2021-05-28
$新加坡航空公司(C6L.SI)$
后期会怎么样呢
gthhh27
2021-05-27
$新加坡航空公司(C6L.SI)$
来了
gthhh27
2021-05-24
$新加坡航空公司(C6L.SI)$
🤦🏻
gthhh27
2021-05-24
赞👍🏻
@46d9935c:金龙鱼母公司太赚钱!要给股东特大SPECIAL DIVIDEND
gthhh27
2021-05-24
👍🏻
@三文培训:5 只被低估的新加坡股票现可买入[2021 年 5 月](二)
gthhh27
2021-04-24
👍🏻
@价值投资为王:巴菲特去年在哪支股票上赚的最多?
gthhh27
2021-04-24
$新加坡航空公司(C6L.SI)$
👍🏻
去老虎APP查看更多动态
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Limited是一家新加坡的农业综合企业。该公司从事油棕种植、油籽粉碎、食用油精炼、制糖精炼、消费品、特种脂肪、油脂化工、生物柴油和化肥的制造以及大米和面粉研磨等业务。其部门包括热带油(种植、制造与销售)、油籽与谷物(制造与消费品)、糖(粉碎、销售、精炼与消费品)和其他部门。该公司生产氮磷钾(NPK)复合肥,还从事钾肥、磷肥、氮肥等直接肥料及微量元素产品的销售业务。该公司主要从事大豆油粕、葵花籽油粕、棉籽油粕、菜籽油粕、花生油粕和玉米等油籽产品的加工、提炼、销售和分销业务。公司的2020年关键财务细节如下: 总收入为505亿美金,涨了19%[财迷] (金龙鱼的2020年收入为1949亿人民币,涨了14%[龇牙] )所以金龙鱼的收入组成丰益总收入之60% 公司有三个核心业务模块:食品,动物饲料+工业产品和种植园+糖厂。在公司的税前利润中,食品组成49%,动物饲料+工业产品组成34%,合作项目组成9%,种植园+糖厂组成4.5%,其他业务组成2.5%。 EBITDA为36亿美金,涨了19% 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只被低估的新加坡股票现可买入[2021 年 5 月](二)","htmlText":"Credit to: https://newacademyoffinance.com/undervalued-stocks-in-singapore/被低估的新加坡股票 #3:城市发展<a target=\"_blank\" href=\"https://laohu8.com/S/C09.SI\">$城市发展(C09.SI)$</a> 是新加坡最大的房地产开发商之一,市值 72亿新元。公司当前股价 7.89新元,市场设定的中位目标价格为 9.12新元,有 15.6%的上行空间。自从凯德集团近期宣布重组计划,有意分拆房地产开发业务和基金管理业务,市场就出现了各种传言。此后,城市发展表示,仍有可能为加强对股东的价值立场而采用重组计划。资料来源:雅虎财经自宣布重组计划以来,凯德集团大幅跑赢城市发展,年初迄今前者股价上涨 13.4%,后者下跌 2.1%。历史上,这两只股票的变化趋于同步。市场可能认为城市发展将在凯德集团之后宣布重组计划,因此基本对城市发展持买入评级。重组事件将成为该股票的短期催化剂。在覆盖该股票的分析师中,辉立证券最看好该股票,将目标股价设定为 10.68美元;然而自 2020年 8月以来,辉立证券已不再覆盖该股票。DBS Research的近期分析将覆盖该股票,目标价格定为 10.50美元。尽管新冠疫情影响了城市发展的大部分业务领域,特别是酒店行业,但目前股价已消化了大部分下行风险。城市发展的市净率为 0.7倍,接近其 5年平均值的 -1.5个标准差,DBS认为该公司具备优势,可以利用新冠疫情后的复苏阶段,但股票估值过低,因此难以让人忽视。 DBS识别的关键风险仍旧在于政策悬而未决,政府可能引入其他冷却措施,削弱近期私人物业和组屋出现的价格上涨趋势。虽然房地产开发商股价可能下跌(如果引入政策收紧措施),但 DBS认为这可能是一种本能反应。因为","listText":"Credit to: https://newacademyoffinance.com/undervalued-stocks-in-singapore/被低估的新加坡股票 #3:城市发展<a target=\"_blank\" href=\"https://laohu8.com/S/C09.SI\">$城市发展(C09.SI)$</a> 是新加坡最大的房地产开发商之一,市值 72亿新元。公司当前股价 7.89新元,市场设定的中位目标价格为 9.12新元,有 15.6%的上行空间。自从凯德集团近期宣布重组计划,有意分拆房地产开发业务和基金管理业务,市场就出现了各种传言。此后,城市发展表示,仍有可能为加强对股东的价值立场而采用重组计划。资料来源:雅虎财经自宣布重组计划以来,凯德集团大幅跑赢城市发展,年初迄今前者股价上涨 13.4%,后者下跌 2.1%。历史上,这两只股票的变化趋于同步。市场可能认为城市发展将在凯德集团之后宣布重组计划,因此基本对城市发展持买入评级。重组事件将成为该股票的短期催化剂。在覆盖该股票的分析师中,辉立证券最看好该股票,将目标股价设定为 10.68美元;然而自 2020年 8月以来,辉立证券已不再覆盖该股票。DBS Research的近期分析将覆盖该股票,目标价格定为 10.50美元。尽管新冠疫情影响了城市发展的大部分业务领域,特别是酒店行业,但目前股价已消化了大部分下行风险。城市发展的市净率为 0.7倍,接近其 5年平均值的 -1.5个标准差,DBS认为该公司具备优势,可以利用新冠疫情后的复苏阶段,但股票估值过低,因此难以让人忽视。 DBS识别的关键风险仍旧在于政策悬而未决,政府可能引入其他冷却措施,削弱近期私人物业和组屋出现的价格上涨趋势。虽然房地产开发商股价可能下跌(如果引入政策收紧措施),但 DBS认为这可能是一种本能反应。因为","text":"Credit to: https://newacademyoffinance.com/undervalued-stocks-in-singapore/被低估的新加坡股票 #3:城市发展$城市发展(C09.SI)$ 是新加坡最大的房地产开发商之一,市值 72亿新元。公司当前股价 7.89新元,市场设定的中位目标价格为 9.12新元,有 15.6%的上行空间。自从凯德集团近期宣布重组计划,有意分拆房地产开发业务和基金管理业务,市场就出现了各种传言。此后,城市发展表示,仍有可能为加强对股东的价值立场而采用重组计划。资料来源:雅虎财经自宣布重组计划以来,凯德集团大幅跑赢城市发展,年初迄今前者股价上涨 13.4%,后者下跌 2.1%。历史上,这两只股票的变化趋于同步。市场可能认为城市发展将在凯德集团之后宣布重组计划,因此基本对城市发展持买入评级。重组事件将成为该股票的短期催化剂。在覆盖该股票的分析师中,辉立证券最看好该股票,将目标股价设定为 10.68美元;然而自 2020年 8月以来,辉立证券已不再覆盖该股票。DBS Research的近期分析将覆盖该股票,目标价格定为 10.50美元。尽管新冠疫情影响了城市发展的大部分业务领域,特别是酒店行业,但目前股价已消化了大部分下行风险。城市发展的市净率为 0.7倍,接近其 5年平均值的 -1.5个标准差,DBS认为该公司具备优势,可以利用新冠疫情后的复苏阶段,但股票估值过低,因此难以让人忽视。 DBS识别的关键风险仍旧在于政策悬而未决,政府可能引入其他冷却措施,削弱近期私人物业和组屋出现的价格上涨趋势。虽然房地产开发商股价可能下跌(如果引入政策收紧措施),但 DBS认为这可能是一种本能反应。因为","images":[{"img":"https://static.tigerbbs.com/8d6d7ddd3644f04df30196afec673007","width":"668","height":"351"},{"img":"https://static.tigerbbs.com/6d5db92c64e926d4909944ad6bd798ed","width":"645","height":"253"},{"img":"https://static.tigerbbs.com/e11df2c3ebe52e814065b1772e24a4db","width":"685","height":"399"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194756381","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372482195,"gmtCreate":1619234057017,"gmtModify":1631889261866,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372482195","repostId":"372073131","repostType":1,"repost":{"id":372073131,"gmtCreate":1619163991121,"gmtModify":1744960670058,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"巴菲特去年在哪支股票上赚的最多?","htmlText":"2021年的股东大会一周后就召开了,在大会开始之前,不妨做做功课,看看股神巴菲特去年的炒股战绩如何?顺便捋一捋带给我们的启示。 根据2021年巴菲特给股东的信,截止2020年底,伯克希尔的15大重仓股如下: 其中,苹果是伯克希尔第一大重仓股,持仓市值1204亿美元,占持仓比重为42.8%;第二大重仓股是美国银行,持仓市值313亿美元;第三大重仓股可口可乐,持仓市值219亿美元。 比亚迪因去年大涨424%,挤进伯克希尔第八大重仓股,市值58.97亿美元,盈利幅度超25倍! 从2020年的持仓来看,苹果是伯克希尔赚钱最多的票,单支个股盈利金额达到了893亿美元! 在苹果身上赚到的钱远超持股33年的可口可乐,令人惊讶的是,苹果还是巴菲特买入为数不多的科技股! 从2016年押注苹果,到2020年赚下893亿美元,短短几年,股神再度惊艳世人。 虽然伯克希尔有15支重仓股,但集中在电子、金融、饮料、电信、汽车和医药几个行业上,尤其是金融行业,伯克希尔持有美国运通、美国银行、美国合众银行和纽约梅隆银行,足见巴菲特对金融股的喜爱。 然而,受疫情影响,金融行业在去年严重跑输指数,伯克希尔金融持仓股跌幅在3%-21%之间,是伯克希尔去年跑输标普500指数的主要原因。 当然,资本市场没有永远上涨的股票。2021年开年,去年表现最好的比亚迪下跌12%、苹果下跌0.6%,跑输指数的美国运通,今年大展手脚,股价大涨22%。 风水轮流转,今年到传统行业,股神的布局两头讨好,不失为绝佳的策略。 复盘股神在2020年的收益,有几点感触: 1. 账户收益率主要由一两支重仓股贡献,摊大饼不一定是分散风险,更有可能是让收益率变得平庸; 2. 巴菲特很喜欢银行股,但复盘银行股历年来的走势,稳中有余,进攻性不足,躺在银行股上赚确定性的钱可以,但指望靠银行股跑赢指数变得稍加困","listText":"2021年的股东大会一周后就召开了,在大会开始之前,不妨做做功课,看看股神巴菲特去年的炒股战绩如何?顺便捋一捋带给我们的启示。 根据2021年巴菲特给股东的信,截止2020年底,伯克希尔的15大重仓股如下: 其中,苹果是伯克希尔第一大重仓股,持仓市值1204亿美元,占持仓比重为42.8%;第二大重仓股是美国银行,持仓市值313亿美元;第三大重仓股可口可乐,持仓市值219亿美元。 比亚迪因去年大涨424%,挤进伯克希尔第八大重仓股,市值58.97亿美元,盈利幅度超25倍! 从2020年的持仓来看,苹果是伯克希尔赚钱最多的票,单支个股盈利金额达到了893亿美元! 在苹果身上赚到的钱远超持股33年的可口可乐,令人惊讶的是,苹果还是巴菲特买入为数不多的科技股! 从2016年押注苹果,到2020年赚下893亿美元,短短几年,股神再度惊艳世人。 虽然伯克希尔有15支重仓股,但集中在电子、金融、饮料、电信、汽车和医药几个行业上,尤其是金融行业,伯克希尔持有美国运通、美国银行、美国合众银行和纽约梅隆银行,足见巴菲特对金融股的喜爱。 然而,受疫情影响,金融行业在去年严重跑输指数,伯克希尔金融持仓股跌幅在3%-21%之间,是伯克希尔去年跑输标普500指数的主要原因。 当然,资本市场没有永远上涨的股票。2021年开年,去年表现最好的比亚迪下跌12%、苹果下跌0.6%,跑输指数的美国运通,今年大展手脚,股价大涨22%。 风水轮流转,今年到传统行业,股神的布局两头讨好,不失为绝佳的策略。 复盘股神在2020年的收益,有几点感触: 1. 账户收益率主要由一两支重仓股贡献,摊大饼不一定是分散风险,更有可能是让收益率变得平庸; 2. 巴菲特很喜欢银行股,但复盘银行股历年来的走势,稳中有余,进攻性不足,躺在银行股上赚确定性的钱可以,但指望靠银行股跑赢指数变得稍加困","text":"2021年的股东大会一周后就召开了,在大会开始之前,不妨做做功课,看看股神巴菲特去年的炒股战绩如何?顺便捋一捋带给我们的启示。 根据2021年巴菲特给股东的信,截止2020年底,伯克希尔的15大重仓股如下: 其中,苹果是伯克希尔第一大重仓股,持仓市值1204亿美元,占持仓比重为42.8%;第二大重仓股是美国银行,持仓市值313亿美元;第三大重仓股可口可乐,持仓市值219亿美元。 比亚迪因去年大涨424%,挤进伯克希尔第八大重仓股,市值58.97亿美元,盈利幅度超25倍! 从2020年的持仓来看,苹果是伯克希尔赚钱最多的票,单支个股盈利金额达到了893亿美元! 在苹果身上赚到的钱远超持股33年的可口可乐,令人惊讶的是,苹果还是巴菲特买入为数不多的科技股! 从2016年押注苹果,到2020年赚下893亿美元,短短几年,股神再度惊艳世人。 虽然伯克希尔有15支重仓股,但集中在电子、金融、饮料、电信、汽车和医药几个行业上,尤其是金融行业,伯克希尔持有美国运通、美国银行、美国合众银行和纽约梅隆银行,足见巴菲特对金融股的喜爱。 然而,受疫情影响,金融行业在去年严重跑输指数,伯克希尔金融持仓股跌幅在3%-21%之间,是伯克希尔去年跑输标普500指数的主要原因。 当然,资本市场没有永远上涨的股票。2021年开年,去年表现最好的比亚迪下跌12%、苹果下跌0.6%,跑输指数的美国运通,今年大展手脚,股价大涨22%。 风水轮流转,今年到传统行业,股神的布局两头讨好,不失为绝佳的策略。 复盘股神在2020年的收益,有几点感触: 1. 账户收益率主要由一两支重仓股贡献,摊大饼不一定是分散风险,更有可能是让收益率变得平庸; 2. 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href=\"https://laohu8.com/TW/363689143\" target=\"_blank\">《市场下跌,加仓该怎么加》</a>,在现在的时间节点,这个话题我想再聊的深入一点,因为单纯的加仓,往往也很难解决所有问题,比如拿着成长性不确定的股票,手上没有更多子弹等等。特别是很多股票随着宏观环境的变化,它的估值预期,市场偏好都发生了变化,如果短时间没有催化因素,虽然底位加了仓,但是很长时间股价都起不来,也是影响投资效率的。对于下跌中的股票,最后总会有企稳的时候,至于反弹还是在地板上趴着,影响因素很多。但是有一种情况,能脱手就早点脱手,就是股票的基本面发生了重大变化,原先的成长逻辑遭到了破坏,这种股票未来的不确定性非常大,不是所有困境都能反转,比如中概教育股,哪怕浮亏很大,也不用留恋,把注意力集中在其它增长性好的股票,在这个坑上,我也是踩过了很多坑。那么如何判断手上的股票是不是这类股票呢?这类股票往往伴随着行业整体的萎缩,前景黯淡,比如前几年的中概互联网金融股,另外是出现重大暴雷,业绩连续2个季度以上同比,环比大幅下滑等等,总之哟用基本逻辑就能判断的明显变化。排除上面的情况,你手上的股票无论从行业基本面,业绩成长性都没有很大的问题,股价的下跌都有应对之道,我总结主要有三中途径:拐点前加仓,做波段降低成本,sell-covered-call赚期权费来降低损失。首先,拐点前加仓是所有投资朋友最常想到的方法,试图在股价触底反弹前加仓,但是触底不等于反弹,而且试图抄底有时候容易变成徒手接飞刀,最有效的加仓时间就是在股价迎来拐点之前,这个拐点可能不是最低点,但是却可以节省很多之前的时间和不确定性。那么如何寻找股价反弹的拐点呢?重点是要找到股价的催化因素,我把股价催化因素分为三个维度,宏观,行业和公司。大家看新闻关注美","listText":"今年2月份市场也经历过一波大幅下跌,当时写过一篇文章<a href=\"https://laohu8.com/TW/363689143\" target=\"_blank\">《市场下跌,加仓该怎么加》</a>,在现在的时间节点,这个话题我想再聊的深入一点,因为单纯的加仓,往往也很难解决所有问题,比如拿着成长性不确定的股票,手上没有更多子弹等等。特别是很多股票随着宏观环境的变化,它的估值预期,市场偏好都发生了变化,如果短时间没有催化因素,虽然底位加了仓,但是很长时间股价都起不来,也是影响投资效率的。对于下跌中的股票,最后总会有企稳的时候,至于反弹还是在地板上趴着,影响因素很多。但是有一种情况,能脱手就早点脱手,就是股票的基本面发生了重大变化,原先的成长逻辑遭到了破坏,这种股票未来的不确定性非常大,不是所有困境都能反转,比如中概教育股,哪怕浮亏很大,也不用留恋,把注意力集中在其它增长性好的股票,在这个坑上,我也是踩过了很多坑。那么如何判断手上的股票是不是这类股票呢?这类股票往往伴随着行业整体的萎缩,前景黯淡,比如前几年的中概互联网金融股,另外是出现重大暴雷,业绩连续2个季度以上同比,环比大幅下滑等等,总之哟用基本逻辑就能判断的明显变化。排除上面的情况,你手上的股票无论从行业基本面,业绩成长性都没有很大的问题,股价的下跌都有应对之道,我总结主要有三中途径:拐点前加仓,做波段降低成本,sell-covered-call赚期权费来降低损失。首先,拐点前加仓是所有投资朋友最常想到的方法,试图在股价触底反弹前加仓,但是触底不等于反弹,而且试图抄底有时候容易变成徒手接飞刀,最有效的加仓时间就是在股价迎来拐点之前,这个拐点可能不是最低点,但是却可以节省很多之前的时间和不确定性。那么如何寻找股价反弹的拐点呢?重点是要找到股价的催化因素,我把股价催化因素分为三个维度,宏观,行业和公司。大家看新闻关注美","text":"今年2月份市场也经历过一波大幅下跌,当时写过一篇文章《市场下跌,加仓该怎么加》,在现在的时间节点,这个话题我想再聊的深入一点,因为单纯的加仓,往往也很难解决所有问题,比如拿着成长性不确定的股票,手上没有更多子弹等等。特别是很多股票随着宏观环境的变化,它的估值预期,市场偏好都发生了变化,如果短时间没有催化因素,虽然底位加了仓,但是很长时间股价都起不来,也是影响投资效率的。对于下跌中的股票,最后总会有企稳的时候,至于反弹还是在地板上趴着,影响因素很多。但是有一种情况,能脱手就早点脱手,就是股票的基本面发生了重大变化,原先的成长逻辑遭到了破坏,这种股票未来的不确定性非常大,不是所有困境都能反转,比如中概教育股,哪怕浮亏很大,也不用留恋,把注意力集中在其它增长性好的股票,在这个坑上,我也是踩过了很多坑。那么如何判断手上的股票是不是这类股票呢?这类股票往往伴随着行业整体的萎缩,前景黯淡,比如前几年的中概互联网金融股,另外是出现重大暴雷,业绩连续2个季度以上同比,环比大幅下滑等等,总之哟用基本逻辑就能判断的明显变化。排除上面的情况,你手上的股票无论从行业基本面,业绩成长性都没有很大的问题,股价的下跌都有应对之道,我总结主要有三中途径:拐点前加仓,做波段降低成本,sell-covered-call赚期权费来降低损失。首先,拐点前加仓是所有投资朋友最常想到的方法,试图在股价触底反弹前加仓,但是触底不等于反弹,而且试图抄底有时候容易变成徒手接飞刀,最有效的加仓时间就是在股价迎来拐点之前,这个拐点可能不是最低点,但是却可以节省很多之前的时间和不确定性。那么如何寻找股价反弹的拐点呢?重点是要找到股价的催化因素,我把股价催化因素分为三个维度,宏观,行业和公司。大家看新闻关注美","images":[{"img":"https://static.tigerbbs.com/4c144b3167d67092cf76ae7c8ee419cb","width":"2289","height":"1526"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693797785","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187758744,"gmtCreate":1623765133388,"gmtModify":1631888373169,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ALF\">$Alfi Inc.(ALF)$</a>上去吧!📈[龇牙] ","listText":"<a href=\"https://laohu8.com/S/ALF\">$Alfi Inc.(ALF)$</a>上去吧!📈[龇牙] ","text":"$Alfi Inc.(ALF)$上去吧!📈[龇牙]","images":[{"img":"https://static.tigerbbs.com/d3f5bff5f30d8ba21f55ad92a639adfd","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187758744","isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":131324413,"gmtCreate":1621829828232,"gmtModify":1631889261861,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"赞👍🏻","listText":"赞👍🏻","text":"赞👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131324413","repostId":"369984893","repostType":1,"repost":{"id":369984893,"gmtCreate":1613997842712,"gmtModify":1744802386320,"author":{"id":"3558937605407666","authorId":"3558937605407666","name":"46d9935c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558937605407666","idStr":"3558937605407666"},"themes":[],"title":"金龙鱼母公司太赚钱!要给股东特大SPECIAL DIVIDEND","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/F34.SI\">$丰益国际(F34.SI)$</a> “WILMAR”是<a target=\"_blank\" href=\"https://laohu8.com/S/300999\">$金龙鱼(300999)$</a> 的母公司,持有金龙鱼的89.9%的股份。今天盘后,丰益国际披露年报[真香] 这个年报和金龙鱼的2020年度业绩快报都非常非常好看[贱笑] 那丰益国际真的是一个巨大的食品公司。公司在全球有10万多员工和500个工厂。公司在50个国家有业务。公司官方介绍如下:Wilmar International Limited是一家新加坡的农业综合企业。该公司从事油棕种植、油籽粉碎、食用油精炼、制糖精炼、消费品、特种脂肪、油脂化工、生物柴油和化肥的制造以及大米和面粉研磨等业务。其部门包括热带油(种植、制造与销售)、油籽与谷物(制造与消费品)、糖(粉碎、销售、精炼与消费品)和其他部门。该公司生产氮磷钾(NPK)复合肥,还从事钾肥、磷肥、氮肥等直接肥料及微量元素产品的销售业务。该公司主要从事大豆油粕、葵花籽油粕、棉籽油粕、菜籽油粕、花生油粕和玉米等油籽产品的加工、提炼、销售和分销业务。公司的2020年关键财务细节如下: 总收入为505亿美金,涨了19%[财迷] (金龙鱼的2020年收入为1949亿人民币,涨了14%[龇牙] )所以金龙鱼的收入组成丰益总收入之60% 公司有三个核心业务模块:食品,动物饲料+工业产品和种植园+糖厂。在公司的税前利润中,食品组成49%,动物饲料+工业产品组成34%,合作项目组成9%,种植园+糖厂组成4.5%,其他业务组成2.5%。 EBITDA为36亿美金,涨了19% 净利润为15亿美金,涨了19%[开心","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/F34.SI\">$丰益国际(F34.SI)$</a> “WILMAR”是<a target=\"_blank\" href=\"https://laohu8.com/S/300999\">$金龙鱼(300999)$</a> 的母公司,持有金龙鱼的89.9%的股份。今天盘后,丰益国际披露年报[真香] 这个年报和金龙鱼的2020年度业绩快报都非常非常好看[贱笑] 那丰益国际真的是一个巨大的食品公司。公司在全球有10万多员工和500个工厂。公司在50个国家有业务。公司官方介绍如下:Wilmar International Limited是一家新加坡的农业综合企业。该公司从事油棕种植、油籽粉碎、食用油精炼、制糖精炼、消费品、特种脂肪、油脂化工、生物柴油和化肥的制造以及大米和面粉研磨等业务。其部门包括热带油(种植、制造与销售)、油籽与谷物(制造与消费品)、糖(粉碎、销售、精炼与消费品)和其他部门。该公司生产氮磷钾(NPK)复合肥,还从事钾肥、磷肥、氮肥等直接肥料及微量元素产品的销售业务。该公司主要从事大豆油粕、葵花籽油粕、棉籽油粕、菜籽油粕、花生油粕和玉米等油籽产品的加工、提炼、销售和分销业务。公司的2020年关键财务细节如下: 总收入为505亿美金,涨了19%[财迷] (金龙鱼的2020年收入为1949亿人民币,涨了14%[龇牙] )所以金龙鱼的收入组成丰益总收入之60% 公司有三个核心业务模块:食品,动物饲料+工业产品和种植园+糖厂。在公司的税前利润中,食品组成49%,动物饲料+工业产品组成34%,合作项目组成9%,种植园+糖厂组成4.5%,其他业务组成2.5%。 EBITDA为36亿美金,涨了19% 净利润为15亿美金,涨了19%[开心","text":"$丰益国际(F34.SI)$ “WILMAR”是$金龙鱼(300999)$ 的母公司,持有金龙鱼的89.9%的股份。今天盘后,丰益国际披露年报[真香] 这个年报和金龙鱼的2020年度业绩快报都非常非常好看[贱笑] 那丰益国际真的是一个巨大的食品公司。公司在全球有10万多员工和500个工厂。公司在50个国家有业务。公司官方介绍如下:Wilmar International Limited是一家新加坡的农业综合企业。该公司从事油棕种植、油籽粉碎、食用油精炼、制糖精炼、消费品、特种脂肪、油脂化工、生物柴油和化肥的制造以及大米和面粉研磨等业务。其部门包括热带油(种植、制造与销售)、油籽与谷物(制造与消费品)、糖(粉碎、销售、精炼与消费品)和其他部门。该公司生产氮磷钾(NPK)复合肥,还从事钾肥、磷肥、氮肥等直接肥料及微量元素产品的销售业务。该公司主要从事大豆油粕、葵花籽油粕、棉籽油粕、菜籽油粕、花生油粕和玉米等油籽产品的加工、提炼、销售和分销业务。公司的2020年关键财务细节如下: 总收入为505亿美金,涨了19%[财迷] (金龙鱼的2020年收入为1949亿人民币,涨了14%[龇牙] )所以金龙鱼的收入组成丰益总收入之60% 公司有三个核心业务模块:食品,动物饲料+工业产品和种植园+糖厂。在公司的税前利润中,食品组成49%,动物饲料+工业产品组成34%,合作项目组成9%,种植园+糖厂组成4.5%,其他业务组成2.5%。 EBITDA为36亿美金,涨了19% 净利润为15亿美金,涨了19%[开心","images":[{"img":"https://static.tigerbbs.com/1947e5f73c8c9998d2a6cb8baddac433","width":"446","height":"274"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369984893","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131321017,"gmtCreate":1621829450539,"gmtModify":1631889261864,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131321017","repostId":"194756381","repostType":1,"repost":{"id":194756381,"gmtCreate":1621403859243,"gmtModify":1631886293255,"author":{"id":"3580176950942007","authorId":"3580176950942007","name":"三文培训","avatar":"https://static.tigerbbs.com/7c749607b2be94a5ffc54f4124b52a2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580176950942007","idStr":"3580176950942007"},"themes":[],"title":"5 只被低估的新加坡股票现可买入[2021 年 5 月](二)","htmlText":"Credit to: https://newacademyoffinance.com/undervalued-stocks-in-singapore/被低估的新加坡股票 #3:城市发展<a target=\"_blank\" href=\"https://laohu8.com/S/C09.SI\">$城市发展(C09.SI)$</a> 是新加坡最大的房地产开发商之一,市值 72亿新元。公司当前股价 7.89新元,市场设定的中位目标价格为 9.12新元,有 15.6%的上行空间。自从凯德集团近期宣布重组计划,有意分拆房地产开发业务和基金管理业务,市场就出现了各种传言。此后,城市发展表示,仍有可能为加强对股东的价值立场而采用重组计划。资料来源:雅虎财经自宣布重组计划以来,凯德集团大幅跑赢城市发展,年初迄今前者股价上涨 13.4%,后者下跌 2.1%。历史上,这两只股票的变化趋于同步。市场可能认为城市发展将在凯德集团之后宣布重组计划,因此基本对城市发展持买入评级。重组事件将成为该股票的短期催化剂。在覆盖该股票的分析师中,辉立证券最看好该股票,将目标股价设定为 10.68美元;然而自 2020年 8月以来,辉立证券已不再覆盖该股票。DBS Research的近期分析将覆盖该股票,目标价格定为 10.50美元。尽管新冠疫情影响了城市发展的大部分业务领域,特别是酒店行业,但目前股价已消化了大部分下行风险。城市发展的市净率为 0.7倍,接近其 5年平均值的 -1.5个标准差,DBS认为该公司具备优势,可以利用新冠疫情后的复苏阶段,但股票估值过低,因此难以让人忽视。 DBS识别的关键风险仍旧在于政策悬而未决,政府可能引入其他冷却措施,削弱近期私人物业和组屋出现的价格上涨趋势。虽然房地产开发商股价可能下跌(如果引入政策收紧措施),但 DBS认为这可能是一种本能反应。因为","listText":"Credit to: https://newacademyoffinance.com/undervalued-stocks-in-singapore/被低估的新加坡股票 #3:城市发展<a target=\"_blank\" href=\"https://laohu8.com/S/C09.SI\">$城市发展(C09.SI)$</a> 是新加坡最大的房地产开发商之一,市值 72亿新元。公司当前股价 7.89新元,市场设定的中位目标价格为 9.12新元,有 15.6%的上行空间。自从凯德集团近期宣布重组计划,有意分拆房地产开发业务和基金管理业务,市场就出现了各种传言。此后,城市发展表示,仍有可能为加强对股东的价值立场而采用重组计划。资料来源:雅虎财经自宣布重组计划以来,凯德集团大幅跑赢城市发展,年初迄今前者股价上涨 13.4%,后者下跌 2.1%。历史上,这两只股票的变化趋于同步。市场可能认为城市发展将在凯德集团之后宣布重组计划,因此基本对城市发展持买入评级。重组事件将成为该股票的短期催化剂。在覆盖该股票的分析师中,辉立证券最看好该股票,将目标股价设定为 10.68美元;然而自 2020年 8月以来,辉立证券已不再覆盖该股票。DBS Research的近期分析将覆盖该股票,目标价格定为 10.50美元。尽管新冠疫情影响了城市发展的大部分业务领域,特别是酒店行业,但目前股价已消化了大部分下行风险。城市发展的市净率为 0.7倍,接近其 5年平均值的 -1.5个标准差,DBS认为该公司具备优势,可以利用新冠疫情后的复苏阶段,但股票估值过低,因此难以让人忽视。 DBS识别的关键风险仍旧在于政策悬而未决,政府可能引入其他冷却措施,削弱近期私人物业和组屋出现的价格上涨趋势。虽然房地产开发商股价可能下跌(如果引入政策收紧措施),但 DBS认为这可能是一种本能反应。因为","text":"Credit to: https://newacademyoffinance.com/undervalued-stocks-in-singapore/被低估的新加坡股票 #3:城市发展$城市发展(C09.SI)$ 是新加坡最大的房地产开发商之一,市值 72亿新元。公司当前股价 7.89新元,市场设定的中位目标价格为 9.12新元,有 15.6%的上行空间。自从凯德集团近期宣布重组计划,有意分拆房地产开发业务和基金管理业务,市场就出现了各种传言。此后,城市发展表示,仍有可能为加强对股东的价值立场而采用重组计划。资料来源:雅虎财经自宣布重组计划以来,凯德集团大幅跑赢城市发展,年初迄今前者股价上涨 13.4%,后者下跌 2.1%。历史上,这两只股票的变化趋于同步。市场可能认为城市发展将在凯德集团之后宣布重组计划,因此基本对城市发展持买入评级。重组事件将成为该股票的短期催化剂。在覆盖该股票的分析师中,辉立证券最看好该股票,将目标股价设定为 10.68美元;然而自 2020年 8月以来,辉立证券已不再覆盖该股票。DBS Research的近期分析将覆盖该股票,目标价格定为 10.50美元。尽管新冠疫情影响了城市发展的大部分业务领域,特别是酒店行业,但目前股价已消化了大部分下行风险。城市发展的市净率为 0.7倍,接近其 5年平均值的 -1.5个标准差,DBS认为该公司具备优势,可以利用新冠疫情后的复苏阶段,但股票估值过低,因此难以让人忽视。 DBS识别的关键风险仍旧在于政策悬而未决,政府可能引入其他冷却措施,削弱近期私人物业和组屋出现的价格上涨趋势。虽然房地产开发商股价可能下跌(如果引入政策收紧措施),但 DBS认为这可能是一种本能反应。因为","images":[{"img":"https://static.tigerbbs.com/8d6d7ddd3644f04df30196afec673007","width":"668","height":"351"},{"img":"https://static.tigerbbs.com/6d5db92c64e926d4909944ad6bd798ed","width":"645","height":"253"},{"img":"https://static.tigerbbs.com/e11df2c3ebe52e814065b1772e24a4db","width":"685","height":"399"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194756381","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372482195,"gmtCreate":1619234057017,"gmtModify":1631889261866,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372482195","repostId":"372073131","repostType":1,"repost":{"id":372073131,"gmtCreate":1619163991121,"gmtModify":1744960670058,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"巴菲特去年在哪支股票上赚的最多?","htmlText":"2021年的股东大会一周后就召开了,在大会开始之前,不妨做做功课,看看股神巴菲特去年的炒股战绩如何?顺便捋一捋带给我们的启示。 根据2021年巴菲特给股东的信,截止2020年底,伯克希尔的15大重仓股如下: 其中,苹果是伯克希尔第一大重仓股,持仓市值1204亿美元,占持仓比重为42.8%;第二大重仓股是美国银行,持仓市值313亿美元;第三大重仓股可口可乐,持仓市值219亿美元。 比亚迪因去年大涨424%,挤进伯克希尔第八大重仓股,市值58.97亿美元,盈利幅度超25倍! 从2020年的持仓来看,苹果是伯克希尔赚钱最多的票,单支个股盈利金额达到了893亿美元! 在苹果身上赚到的钱远超持股33年的可口可乐,令人惊讶的是,苹果还是巴菲特买入为数不多的科技股! 从2016年押注苹果,到2020年赚下893亿美元,短短几年,股神再度惊艳世人。 虽然伯克希尔有15支重仓股,但集中在电子、金融、饮料、电信、汽车和医药几个行业上,尤其是金融行业,伯克希尔持有美国运通、美国银行、美国合众银行和纽约梅隆银行,足见巴菲特对金融股的喜爱。 然而,受疫情影响,金融行业在去年严重跑输指数,伯克希尔金融持仓股跌幅在3%-21%之间,是伯克希尔去年跑输标普500指数的主要原因。 当然,资本市场没有永远上涨的股票。2021年开年,去年表现最好的比亚迪下跌12%、苹果下跌0.6%,跑输指数的美国运通,今年大展手脚,股价大涨22%。 风水轮流转,今年到传统行业,股神的布局两头讨好,不失为绝佳的策略。 复盘股神在2020年的收益,有几点感触: 1. 账户收益率主要由一两支重仓股贡献,摊大饼不一定是分散风险,更有可能是让收益率变得平庸; 2. 巴菲特很喜欢银行股,但复盘银行股历年来的走势,稳中有余,进攻性不足,躺在银行股上赚确定性的钱可以,但指望靠银行股跑赢指数变得稍加困","listText":"2021年的股东大会一周后就召开了,在大会开始之前,不妨做做功课,看看股神巴菲特去年的炒股战绩如何?顺便捋一捋带给我们的启示。 根据2021年巴菲特给股东的信,截止2020年底,伯克希尔的15大重仓股如下: 其中,苹果是伯克希尔第一大重仓股,持仓市值1204亿美元,占持仓比重为42.8%;第二大重仓股是美国银行,持仓市值313亿美元;第三大重仓股可口可乐,持仓市值219亿美元。 比亚迪因去年大涨424%,挤进伯克希尔第八大重仓股,市值58.97亿美元,盈利幅度超25倍! 从2020年的持仓来看,苹果是伯克希尔赚钱最多的票,单支个股盈利金额达到了893亿美元! 在苹果身上赚到的钱远超持股33年的可口可乐,令人惊讶的是,苹果还是巴菲特买入为数不多的科技股! 从2016年押注苹果,到2020年赚下893亿美元,短短几年,股神再度惊艳世人。 虽然伯克希尔有15支重仓股,但集中在电子、金融、饮料、电信、汽车和医药几个行业上,尤其是金融行业,伯克希尔持有美国运通、美国银行、美国合众银行和纽约梅隆银行,足见巴菲特对金融股的喜爱。 然而,受疫情影响,金融行业在去年严重跑输指数,伯克希尔金融持仓股跌幅在3%-21%之间,是伯克希尔去年跑输标普500指数的主要原因。 当然,资本市场没有永远上涨的股票。2021年开年,去年表现最好的比亚迪下跌12%、苹果下跌0.6%,跑输指数的美国运通,今年大展手脚,股价大涨22%。 风水轮流转,今年到传统行业,股神的布局两头讨好,不失为绝佳的策略。 复盘股神在2020年的收益,有几点感触: 1. 账户收益率主要由一两支重仓股贡献,摊大饼不一定是分散风险,更有可能是让收益率变得平庸; 2. 巴菲特很喜欢银行股,但复盘银行股历年来的走势,稳中有余,进攻性不足,躺在银行股上赚确定性的钱可以,但指望靠银行股跑赢指数变得稍加困","text":"2021年的股东大会一周后就召开了,在大会开始之前,不妨做做功课,看看股神巴菲特去年的炒股战绩如何?顺便捋一捋带给我们的启示。 根据2021年巴菲特给股东的信,截止2020年底,伯克希尔的15大重仓股如下: 其中,苹果是伯克希尔第一大重仓股,持仓市值1204亿美元,占持仓比重为42.8%;第二大重仓股是美国银行,持仓市值313亿美元;第三大重仓股可口可乐,持仓市值219亿美元。 比亚迪因去年大涨424%,挤进伯克希尔第八大重仓股,市值58.97亿美元,盈利幅度超25倍! 从2020年的持仓来看,苹果是伯克希尔赚钱最多的票,单支个股盈利金额达到了893亿美元! 在苹果身上赚到的钱远超持股33年的可口可乐,令人惊讶的是,苹果还是巴菲特买入为数不多的科技股! 从2016年押注苹果,到2020年赚下893亿美元,短短几年,股神再度惊艳世人。 虽然伯克希尔有15支重仓股,但集中在电子、金融、饮料、电信、汽车和医药几个行业上,尤其是金融行业,伯克希尔持有美国运通、美国银行、美国合众银行和纽约梅隆银行,足见巴菲特对金融股的喜爱。 然而,受疫情影响,金融行业在去年严重跑输指数,伯克希尔金融持仓股跌幅在3%-21%之间,是伯克希尔去年跑输标普500指数的主要原因。 当然,资本市场没有永远上涨的股票。2021年开年,去年表现最好的比亚迪下跌12%、苹果下跌0.6%,跑输指数的美国运通,今年大展手脚,股价大涨22%。 风水轮流转,今年到传统行业,股神的布局两头讨好,不失为绝佳的策略。 复盘股神在2020年的收益,有几点感触: 1. 账户收益率主要由一两支重仓股贡献,摊大饼不一定是分散风险,更有可能是让收益率变得平庸; 2. 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