Sherry0000
2021-12-08
Great ariticle, would you like to share it?
@价值投资为王:
中概股大跌,港交所赚大钱!
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<p>其实争论中概股是否值得抄底,总是婆说婆有理,与其争论,不如把目光放在受益股——港交所身上。</p> <p>港交所的主要收入来源是交易费及交易系统使用费、结算及交收费、联交所上市费、市场数据费等。</p> <p>随着互联网巨头回港上市,港交所最为受益,因此,自滴滴公布退市消息后,港交所股价连涨3天,逆势上涨9.44%。</p> <p>大涨之后不禁要思考一个问题——港交所还能上车吗?</p> <p>先来看估值情况,过去十年,港交所TTM市盈率波动区间在30-55PE之间,目前的估值为45PE,不算太贵,仍有向上空间。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/6c57e4ade3dde496b6aa2405c4f4e2f8\" tg-width=\"688\" tg-height=\"179\"></p> <p>再来看港交所的业绩情况,最近10年,港交所年营收复合增速在9%左右,虽然会受到牛熊市影响,波动较大,但总体呈现不断增长态势,确定性极强:</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/822cf4f0bed6ae944f8620ceb6630956\" tg-width=\"688\" tg-height=\"374\"></p> <p>再来看盈利能力,港交所净利率高达60%,是天底下最好的生意模式:</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/be0df09cd7646f1825a91be5e5f84443\" tg-width=\"688\" tg-height=\"396\"></p> <p>在竞争格局上,港交所独此一家,尽享港股IPO红利。</p> <p>展望未来,随着中美关系隔阂加深,未来的新经济企业必将把港股选为第一上市目的地,因此,长期前景毋庸置疑。</p> 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class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/6c57e4ade3dde496b6aa2405c4f4e2f8\" tg-width=\"688\" tg-height=\"179\"></p> <p>再来看港交所的业绩情况,最近10年,港交所年营收复合增速在9%左右,虽然会受到牛熊市影响,波动较大,但总体呈现不断增长态势,确定性极强:</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/822cf4f0bed6ae944f8620ceb6630956\" tg-width=\"688\" tg-height=\"374\"></p> <p>再来看盈利能力,港交所净利率高达60%,是天底下最好的生意模式:</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/be0df09cd7646f1825a91be5e5f84443\" tg-width=\"688\" tg-height=\"396\"></p> <p>在竞争格局上,港交所独此一家,尽享港股IPO红利。</p> <p>展望未来,随着中美关系隔阂加深,未来的新经济企业必将把港股选为第一上市目的地,因此,长期前景毋庸置疑。</p> <p>今年前3季度,港交所营收同比增长14%,相当稳健。</p> <p><img src=\"https://static.tigerbbs.com/3771d3f1306dc1ed40a859f43952167f\" tg-width=\"-1\" tg-height=\"-1\"></p> <p>再从交易博弈角度判断,如果互联网和中概股见底,未来股价出现反转走牛,必然也会带动交易量提升,又又又利好港交所。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> </p></body></html>","text":"中概股下半年暴跌不断,抄底的声音不绝于耳,甚至很多大v搞起口水战,有人认为估值底值得抄底,有人认为互联网进入白银时代,最好远离。 其实争论中概股是否值得抄底,总是婆说婆有理,与其争论,不如把目光放在受益股——港交所身上。 港交所的主要收入来源是交易费及交易系统使用费、结算及交收费、联交所上市费、市场数据费等。 随着互联网巨头回港上市,港交所最为受益,因此,自滴滴公布退市消息后,港交所股价连涨3天,逆势上涨9.44%。 大涨之后不禁要思考一个问题——港交所还能上车吗? 先来看估值情况,过去十年,港交所TTM市盈率波动区间在30-55PE之间,目前的估值为45PE,不算太贵,仍有向上空间。 再来看港交所的业绩情况,最近10年,港交所年营收复合增速在9%左右,虽然会受到牛熊市影响,波动较大,但总体呈现不断增长态势,确定性极强: 再来看盈利能力,港交所净利率高达60%,是天底下最好的生意模式: 在竞争格局上,港交所独此一家,尽享港股IPO红利。 展望未来,随着中美关系隔阂加深,未来的新经济企业必将把港股选为第一上市目的地,因此,长期前景毋庸置疑。 今年前3季度,港交所营收同比增长14%,相当稳健。 再从交易博弈角度判断,如果互联网和中概股见底,未来股价出现反转走牛,必然也会带动交易量提升,又又又利好港交所。 $香港交易所(00388)$ $滴滴(DIDI)$ $腾讯控股(00700)$ $阿里巴巴(BABA)$ $理想汽车(LI)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/606615520","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["00388","DIDI","BABA","LI","00700"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1080,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":485,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":36,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/602917087"}
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