飞龙撒金
2022-04-27
$颐海国际(01579)$
透过年报可以看出颐海国际是一家能够自我反思的企业,深刻而且坦诚,管理层的优秀不止体现于开疆扩土,更在于能够诚实直面暂时遇到的困境。感觉这次还是买少了,不过也知足了,感恩港股的极端行情带来的绝佳买入机会。如今后还有机会(毕竟行业三国杀还在持续,恢复性增长的难度恐怕会超预期叠加市场对短期业绩的过份看重,后续不排除出现再次探底的机会),我会继续加仓。
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