二十诸天
2023-03-03
这篇文章不错，转发给大家看看
@价值投资为王：
港交所Q4：熬过寒冬，便是春暖花开！
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":627026862,"tweetId":"627026862","gmtCreate":1677799168256,"gmtModify":1677799169812,"author":{"id":3520527561136340,"idStr":"3520527561136340","authorId":3520527561136340,"authorIdStr":"3520527561136340","name":"二十诸天","avatar":"https://static.tigerbbs.com/f2b74ad71d546b52833c75718eb53cc8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.19","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>这篇文章不错，转发给大家看看</p></body></html>","htmlText":"<html><head></head><body><p>这篇文章不错，转发给大家看看</p></body></html>","text":"这篇文章不错，转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/627026862","repostId":624817044,"repostType":1,"repost":{"magic":2,"id":624817044,"tweetId":"624817044","gmtCreate":1677227493389,"gmtModify":1677227804328,"author":{"id":21347731130544,"idStr":"21347731130544","authorId":21347731130544,"authorIdStr":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.21","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":45399,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/70aa20e09e00abeb282ef8b9dbc3a607","width":"1526","height":"630"},{"img":"https://static.tigerbbs.com/657e2235fc4c4e0e8d7fc3b948635189","width":"1399","height":"520"},{"img":"https://static.tigerbbs.com/620b3206913ea3f1dc7d84ec1ecf0647","width":"1080","height":"2182"},{"img":"https://static.tigerbbs.com/a1d2d85ce5ec016d6a8392436a29bb07","width":"1197","height":"442"},{"img":"https://static.tigerbbs.com/880a60b00d6330c2c53c1839bc825348","width":"1212","height":"571"},{"img":"https://static.tigerbbs.com/0b052abec73fa50a850dbb0429a5850b","width":"1040","height":"506"}],"coverImages":[{"img":"https://static.tigerbbs.com/70aa20e09e00abeb282ef8b9dbc3a607","width":"1526","height":"630"},{"img":"https://static.tigerbbs.com/657e2235fc4c4e0e8d7fc3b948635189","width":"1399","height":"520"},{"img":"https://static.tigerbbs.com/620b3206913ea3f1dc7d84ec1ecf0647","width":"1080","height":"2182"}],"title":"港交所Q4：熬过寒冬，便是春暖花开！","html":"<html><head></head><body><p>昨日中午，港交所发布四季报及2022年年报，其中，四季度收入及其他收益52亿港币，同比增长9.9%，创历史最佳四季度表现。但全年净利润100.8亿港币，同比下滑19.6%。</p>\n<p>财报发布之后，港交所反应平淡，随后在港股走弱的情况下回调。</p>\n<p>港交所是全球顶级的核心资产，收入主要来自交易及上市费用，2022年由于港股熊市影响，各项交易数据普遍回调，由此造成业绩下滑：</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/880a60b00d6330c2c53c1839bc825348\" tg-width=\"1212\" tg-height=\"571\"></p>\n<p>但是，2022年四季度，港股暴力反弹，市场交易热情高涨，进而带动港交所创出历史最高四季度成绩：</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1d2d85ce5ec016d6a8392436a29bb07\" tg-width=\"1197\" tg-height=\"442\"></p>\n<p>虽然港交所的业绩和行情息息相关，但最近几年，港交所一直在变革，努力增加收入来源，比如扩大港股通标的范围、成立港币-人民币双柜台模式、推出SPAC上市机制、加快小型科技公司上市等。</p>\n<p>最近的消息是香港正研究取消恶劣天气下停牌的制度，有望带动港股成交额提升。</p>\n<p>从历年收入来看，港交所的营收和净利润虽然呈现周期性，但总的方向是一直向上的：</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70aa20e09e00abeb282ef8b9dbc3a607\" tg-width=\"1526\" tg-height=\"630\"></p>\n<p>如此稳定的公司，资本市场给予了慷慨的估值，港交所目前的市盈率为40PE，处于历史均值附近：</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b052abec73fa50a850dbb0429a5850b\" tg-width=\"1040\" tg-height=\"506\"></p>\n<p>由上图不难看出，港交所pe估值范围在30-50之间，机会和风险一目了然。</p>\n<p>目前恒生指数只有20000点，市盈率只有10PE，处于最近10年48%的分位：</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/657e2235fc4c4e0e8d7fc3b948635189\" tg-width=\"1399\" tg-height=\"520\"></p>\n<p>考虑到美股止跌、A股货币宽松和上市公司疫后复苏，港股今年大概率走牛，目前，彭博分析师对港交所2023年的收入增速预测为28.6%。</p>\n<p>若真如分析师所料，港交所的动态市盈率已经接近历史低值。</p>\n<p>如果继续回调，准备加仓：</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/620b3206913ea3f1dc7d84ec1ecf0647\" tg-width=\"1080\" tg-height=\"2182\"></p>\n<p> <a href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a> <a href=\"https://laohu8.com/S/HKXCY\">$香港交易所ADR(HKXCY)$</a> </p>\n<p> </p>\n<p> </p></body></html>","htmlText":"<html><head></head><body><p>昨日中午，港交所发布四季报及2022年年报，其中，四季度收入及其他收益52亿港币，同比增长9.9%，创历史最佳四季度表现。但全年净利润100.8亿港币，同比下滑19.6%。</p>\n<p>财报发布之后，港交所反应平淡，随后在港股走弱的情况下回调。</p>\n<p>港交所是全球顶级的核心资产，收入主要来自交易及上市费用，2022年由于港股熊市影响，各项交易数据普遍回调，由此造成业绩下滑：</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/880a60b00d6330c2c53c1839bc825348\" tg-width=\"1212\" tg-height=\"571\"></p>\n<p>但是，2022年四季度，港股暴力反弹，市场交易热情高涨，进而带动港交所创出历史最高四季度成绩：</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1d2d85ce5ec016d6a8392436a29bb07\" tg-width=\"1197\" tg-height=\"442\"></p>\n<p>虽然港交所的业绩和行情息息相关，但最近几年，港交所一直在变革，努力增加收入来源，比如扩大港股通标的范围、成立港币-人民币双柜台模式、推出SPAC上市机制、加快小型科技公司上市等。</p>\n<p>最近的消息是香港正研究取消恶劣天气下停牌的制度，有望带动港股成交额提升。</p>\n<p>从历年收入来看，港交所的营收和净利润虽然呈现周期性，但总的方向是一直向上的：</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70aa20e09e00abeb282ef8b9dbc3a607\" tg-width=\"1526\" tg-height=\"630\"></p>\n<p>如此稳定的公司，资本市场给予了慷慨的估值，港交所目前的市盈率为40PE，处于历史均值附近：</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b052abec73fa50a850dbb0429a5850b\" tg-width=\"1040\" tg-height=\"506\"></p>\n<p>由上图不难看出，港交所pe估值范围在30-50之间，机会和风险一目了然。</p>\n<p>目前恒生指数只有20000点，市盈率只有10PE，处于最近10年48%的分位：</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/657e2235fc4c4e0e8d7fc3b948635189\" tg-width=\"1399\" tg-height=\"520\"></p>\n<p>考虑到美股止跌、A股货币宽松和上市公司疫后复苏，港股今年大概率走牛，目前，彭博分析师对港交所2023年的收入增速预测为28.6%。</p>\n<p>若真如分析师所料，港交所的动态市盈率已经接近历史低值。</p>\n<p>如果继续回调，准备加仓：</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/620b3206913ea3f1dc7d84ec1ecf0647\" tg-width=\"1080\" tg-height=\"2182\"></p>\n<p> <a href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a> <a href=\"https://laohu8.com/S/HKXCY\">$香港交易所ADR(HKXCY)$</a> </p>\n<p> </p>\n<p> </p></body></html>","text":"昨日中午，港交所发布四季报及2022年年报，其中，四季度收入及其他收益52亿港币，同比增长9.9%，创历史最佳四季度表现。但全年净利润100.8亿港币，同比下滑19.6%。 财报发布之后，港交所反应平淡，随后在港股走弱的情况下回调。 港交所是全球顶级的核心资产，收入主要来自交易及上市费用，2022年由于港股熊市影响，各项交易数据普遍回调，由此造成业绩下滑： 但是，2022年四季度，港股暴力反弹，市场交易热情高涨，进而带动港交所创出历史最高四季度成绩： 虽然港交所的业绩和行情息息相关，但最近几年，港交所一直在变革，努力增加收入来源，比如扩大港股通标的范围、成立港币-人民币双柜台模式、推出SPAC上市机制、加快小型科技公司上市等。 最近的消息是香港正研究取消恶劣天气下停牌的制度，有望带动港股成交额提升。 从历年收入来看，港交所的营收和净利润虽然呈现周期性，但总的方向是一直向上的： 如此稳定的公司，资本市场给予了慷慨的估值，港交所目前的市盈率为40PE，处于历史均值附近： 由上图不难看出，港交所pe估值范围在30-50之间，机会和风险一目了然。 目前恒生指数只有20000点，市盈率只有10PE，处于最近10年48%的分位： 考虑到美股止跌、A股货币宽松和上市公司疫后复苏，港股今年大概率走牛，目前，彭博分析师对港交所2023年的收入增速预测为28.6%。 若真如分析师所料，港交所的动态市盈率已经接近历史低值。 如果继续回调，准备加仓： $香港交易所(00388)$ $香港交易所ADR(HKXCY)$","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/624817044","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["HKXCY","00388"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1142,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1128,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/627026862"}
精彩评论