kohhc的个人主页 - 老虎社区

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2022-01-25

Nice update

抱歉，原内容已删除

2022-01-23

$Wejo Group Limited(WEJO)$buy the dig

2022-01-22

$Tesla Motors(TSLA)$next week is earning call...time to stock up

2022-01-21

Sea!

@猛虎财经:Sea无惧腾讯减持，三大因素将继续推动其高歌猛进

2022-01-21

Gogo delta

@荒野侦探:起飞，达美！押注航空股？

2022-01-21

Good read

@gugu:2021年投资总结：正确的抄底方式

2022-01-21

$Palantir Technologies Inc.(PLTR)$fire sale

2022-01-20

$Palantir Technologies Inc.(PLTR)$[Cry] [Cry] [Cry]

2022-01-19

$SoFi Technologies Inc.(SOFI)$at least is a green today. Good start

2022-01-16

$Wejo Group Limited(WEJO)$let see what will happen next week.

2022-01-14

$Palantir Technologies Inc.(PLTR)$where can you go back again...

2022-01-14

$SoFi Technologies Inc.(SOFI)$think the sale is abit too long

2022-01-12

$Tesla Motors(TSLA)$GogoGOgo rocket 🚀

2022-01-11

nice

@46d9935c:2021年股份回购对价超10亿新元

2021-12-27

$Tesla Motors(TSLA)$moon here we come....

2021-12-24

Nice

抱歉，原内容已删除

2021-12-23

$Tesla Motors(TSLA)$last chance before we take off....🚀🚀🚀

2021-12-22

$Tesla Motors(TSLA)$Gogogo

2021-12-22

Good news..Cheong ah

抱歉，原内容已删除

2021-12-21

Gime us a good Christmas

抱歉，原内容已删除

去老虎APP查看更多动态

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dig","images":[{"img":"https://static.tigerbbs.com/0c02c255b2c4280e020e85f6bd49d123","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630292132","isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630668080,"gmtCreate":1642819382305,"gmtModify":1642819382559,"author":{"id":"3575005098665827","authorId":"3575005098665827","name":"kohhc","avatar":"https://static.tigerbbs.com/6c8fa5bd80d29855e42f8dcd3832e0db","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575005098665827","authorIdStr":"3575005098665827"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>next week is earning call...time to stock up&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>next week is earning call...time to stock up&nbsp;","text":"$Tesla Motors(TSLA)$next week is earning call...time to stock up","images":[{"img":"https://static.tigerbbs.com/85264c967c82b0863538de9d1490d927","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630668080","isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630172955,"gmtCreate":1642757527406,"gmtModify":1642757528246,"author":{"id":"3575005098665827","authorId":"3575005098665827","name":"kohhc","avatar":"https://static.tigerbbs.com/6c8fa5bd80d29855e42f8dcd3832e0db","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575005098665827","authorIdStr":"3575005098665827"},"themes":[],"htmlText":"Sea!&nbsp;","listText":"Sea!&nbsp;","text":"Sea!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630172955","repostId":"694041476","repostType":1,"repost":{"id":694041476,"gmtCreate":1641750092430,"gmtModify":1641785313876,"author":{"id":"3480981608385315","authorId":"3480981608385315","name":"猛虎财经","avatar":"https://static.tigerbbs.com/5f4cecdb84af1583ad2d12f02487a5e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480981608385315","authorIdStr":"3480981608385315"},"themes":[],"title":"Sea无惧腾讯减持，三大因素将继续推动其高歌猛进","htmlText":"摘要：近期由于有着东南亚小腾讯之称的 “Sea” 受到腾讯的减持，使腾讯对 Sea 的股权从 21.3% 减少至 18.7%。受到市场调整、游戏用户增速放缓、腾讯减持等影响。进入 10 月以来，Sea 从最高 372 美元的位置已经跌到 187 美元，跌幅超过 50%，而且短期仍未看到企稳的迹象。尽管 Sea 短期承压，但是长期受到东南亚人口红利、经济高增长、互联网渗透率低、人口结构年轻化等利好因素，Sea 依靠在游戏 + 电商 + 数字支付三架马车飞速前进，Sea 不仅是东南亚的领导者，而且很可能成为电子商务领域国际扩 张的领导者。腾讯的减持将不会影响Sea长期的投资价值，2022年Sea值得我们重点关注。Sea三大核心部门Sea Ltd.是一家经营电商平台、制作数字游戏并提供在线金融服务的公司，由三个主要业务部门组成——Garena（数字娱 乐）、Shopee（电子商务）和 SeaMoney（数字金融服务）。Garena 是在线游戏开发和发行领域的全球领导者之一。其最具标志性的自研游戏是Freefire，它是2019年和2020年全球下载量最大的手游。 其次，Shopee 是 Sea 的电子商务部门。Shopee 是东南亚和台湾地区最大的电子商 务公司。在东南亚，Shopee 每月获得3.43 亿次访问，而第二大玩家 Tokopedia 获得 的网站访问量不到一半。 最后，Sea money 是 Sea 的金融服务和支付部门。它目前也是东南亚领先的金融服务和支付提供商。近两年，东南亚互联网行业在全球的影响力有不断提升，以亚马逊、沃尔玛、阿里巴巴、腾讯等都在加大资本入局这个市场。在外部资本力量加持，推动了Sea Limited、Lazada以及本土互联网企业的飞速发展。Sea Limited 一直在积极对其业务进行再投资，以迅速占领市场份额并扩大其在每个地区的用户群。从新","listText":"摘要：近期由于有着东南亚小腾讯之称的 “Sea” 受到腾讯的减持，使腾讯对 Sea 的股权从 21.3% 减少至 18.7%。受到市场调整、游戏用户增速放缓、腾讯减持等影响。进入 10 月以来，Sea 从最高 372 美元的位置已经跌到 187 美元，跌幅超过 50%，而且短期仍未看到企稳的迹象。尽管 Sea 短期承压，但是长期受到东南亚人口红利、经济高增长、互联网渗透率低、人口结构年轻化等利好因素，Sea 依靠在游戏 + 电商 + 数字支付三架马车飞速前进，Sea 不仅是东南亚的领导者，而且很可能成为电子商务领域国际扩 张的领导者。腾讯的减持将不会影响Sea长期的投资价值，2022年Sea值得我们重点关注。Sea三大核心部门Sea Ltd.是一家经营电商平台、制作数字游戏并提供在线金融服务的公司，由三个主要业务部门组成——Garena（数字娱 乐）、Shopee（电子商务）和 SeaMoney（数字金融服务）。Garena 是在线游戏开发和发行领域的全球领导者之一。其最具标志性的自研游戏是Freefire，它是2019年和2020年全球下载量最大的手游。 其次，Shopee 是 Sea 的电子商务部门。Shopee 是东南亚和台湾地区最大的电子商 务公司。在东南亚，Shopee 每月获得3.43 亿次访问，而第二大玩家 Tokopedia 获得 的网站访问量不到一半。 最后，Sea money 是 Sea 的金融服务和支付部门。它目前也是东南亚领先的金融服务和支付提供商。近两年，东南亚互联网行业在全球的影响力有不断提升，以亚马逊、沃尔玛、阿里巴巴、腾讯等都在加大资本入局这个市场。在外部资本力量加持，推动了Sea Limited、Lazada以及本土互联网企业的飞速发展。Sea Limited 一直在积极对其业务进行再投资，以迅速占领市场份额并扩大其在每个地区的用户群。从新","text":"摘要：近期由于有着东南亚小腾讯之称的 “Sea” 受到腾讯的减持，使腾讯对 Sea 的股权从 21.3% 减少至 18.7%。受到市场调整、游戏用户增速放缓、腾讯减持等影响。进入 10 月以来，Sea 从最高 372 美元的位置已经跌到 187 美元，跌幅超过 50%，而且短期仍未看到企稳的迹象。尽管 Sea 短期承压，但是长期受到东南亚人口红利、经济高增长、互联网渗透率低、人口结构年轻化等利好因素，Sea 依靠在游戏 + 电商 + 数字支付三架马车飞速前进，Sea 不仅是东南亚的领导者，而且很可能成为电子商务领域国际扩 张的领导者。腾讯的减持将不会影响Sea长期的投资价值，2022年Sea值得我们重点关注。Sea三大核心部门Sea Ltd.是一家经营电商平台、制作数字游戏并提供在线金融服务的公司，由三个主要业务部门组成——Garena（数字娱 乐）、Shopee（电子商务）和 SeaMoney（数字金融服务）。Garena 是在线游戏开发和发行领域的全球领导者之一。其最具标志性的自研游戏是Freefire，它是2019年和2020年全球下载量最大的手游。 其次，Shopee 是 Sea 的电子商务部门。Shopee 是东南亚和台湾地区最大的电子商 务公司。在东南亚，Shopee 每月获得3.43 亿次访问，而第二大玩家 Tokopedia 获得 的网站访问量不到一半。 最后，Sea money 是 Sea 的金融服务和支付部门。它目前也是东南亚领先的金融服务和支付提供商。近两年，东南亚互联网行业在全球的影响力有不断提升，以亚马逊、沃尔玛、阿里巴巴、腾讯等都在加大资本入局这个市场。在外部资本力量加持，推动了Sea Limited、Lazada以及本土互联网企业的飞速发展。Sea Limited 一直在积极对其业务进行再投资，以迅速占领市场份额并扩大其在每个地区的用户群。从新","images":[{"img":"https://static.tigerbbs.com/c16e132cb2ff763970eb2f8ce84212bf","width":"600","height":"320"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694041476","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630172004,"gmtCreate":1642757514430,"gmtModify":1642757515227,"author":{"id":"3575005098665827","authorId":"3575005098665827","name":"kohhc","avatar":"https://static.tigerbbs.com/6c8fa5bd80d29855e42f8dcd3832e0db","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575005098665827","authorIdStr":"3575005098665827"},"themes":[],"htmlText":"Gogo delta","listText":"Gogo delta","text":"Gogo 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第四季公司营收为94.7亿美元，每股盈利为0.22美元，高于市场预估92亿美元营收0.14美元EPS。 （达美航空季度财务数据） 调整后的税前利润1.7亿美元，调整后的营业收入84亿美元，较2019年同一季度疫情前的表现恢复了74%。同时运力恢复到两年前的水平。此外，调整后的运营费用下降了19%，即19亿美元，表明达美航空为渡过疫情而实施了巨大的成本控制。 全年业绩来看，应该说喜忧参半。调整后的税前损失34亿美元被联邦工资支持计划的38亿美元抵消，而调整后的营业收入267亿美元较2019年的水平恢复了57%，","text":"昨天，$达美航空(DAL)$ 以自身高水准业绩，拉开了航空公司财报季序幕。业绩可喜，也成功带动板块其他公司上扬。一度，达美航空、$美国航空(AAL)$ 、$联合大陆航空(UAL)$ 、$捷蓝航空(JBLU)$ 和$Spirit Airlines(SAVE)$ 的股价均上涨5%，市场预期经济即将复苏。 达美航空业绩 众所周知由于疫情，航空公司备受打击，2020年何其惨淡，2021年则动荡不安。投资者在权衡被压抑的需求反弹，也在应对新型号病毒和新旅行限制的威胁。而，更想知道2022年行业会如何进展，达美昨天财报提供了乐观的理由。 第四季公司营收为94.7亿美元，每股盈利为0.22美元，高于市场预估92亿美元营收0.14美元EPS。 （达美航空季度财务数据） 调整后的税前利润1.7亿美元，调整后的营业收入84亿美元，较2019年同一季度疫情前的表现恢复了74%。同时运力恢复到两年前的水平。此外，调整后的运营费用下降了19%，即19亿美元，表明达美航空为渡过疫情而实施了巨大的成本控制。 全年业绩来看，应该说喜忧参半。调整后的税前损失34亿美元被联邦工资支持计划的38亿美元抵消，而调整后的营业收入267亿美元较2019年的水平恢复了57%，","images":[{"img":"https://static.tigerbbs.com/20e2bb95df2ce3a94e88caebf8ee5029","width":"1650","height":"454"},{"img":"https://static.tigerbbs.com/4c11a3dcfbc3c1ff40b2cdefb703b9b1","width":"1800","height":"1200"},{"img":"https://static.tigerbbs.com/8ad4baf29f7ec733d8843206be2e4133","width":"1078","height":"360"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697010885","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630176726,"gmtCreate":1642757498976,"gmtModify":1642757499874,"author":{"id":"3575005098665827","authorId":"3575005098665827","name":"kohhc","avatar":"https://static.tigerbbs.com/6c8fa5bd80d29855e42f8dcd3832e0db","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575005098665827","authorIdStr":"3575005098665827"},"themes":[],"htmlText":"Good 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read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630176726","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"387611620380","authorIdStr":"387611620380"},"themes":[],"title":"2021年投资总结：正确的抄底方式","htmlText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","listText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 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target=\"_blank\" href=\"https://laohu8.com/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>&nbsp;官方文章关于新加坡公司的大大回购[Great]&nbsp; 2021年，85只新加坡第一上市股票进行股份回购，总对价达11.86亿新元；而在2020年，100只第一上市股票股份回购对价为10.35亿新元；2019年，近80只第一上市股票股份回购对价为5.9亿新元。 新交所第二上市的怡和控股和香港置地控股亦进行股份回购，拟计划在2022年6月30日前向怡和控股股东返还至多5亿美元，在2022年12月31日前向香港置地控股股东返还至多5亿美元。 2021年12月，凯德投资公司以每股3.35新元的平均价格回购3,360万股，主导第一上市海指成分股的股份回购对价。莱佛士医疗以每股1.33新元的平均价格回购240万股，主导非海指成分股的股份回购对价。 第一上市股票股份回购对价于2021年并创三年新高2021年12月，36只新加坡第一上市公司进行股份回购，总对价达2.164亿新元。这与33家第一上市公司2021年11月股份回购的2.748亿新元总对价基本相若。2021年底回购对价的攀升使得2021年第一上市公司回购总对价达到11.86亿新元，高于2020年的10.35亿新元，以及2019年的5.89亿新元。2021年11.86亿新元的回购对价占新交所全部第一上市股票2021年底总市值的0.18%。新交所全部上市股票截至2021年底的总市值为8,969亿新元，其中第一上市股票市值为6,506亿新元。2021年股份回购由海指成分股","listText":"新加坡公司对股东好甜蜜蜜，一直在回购股票和支付股息[Heart]&nbsp;大家记住了新加坡没有资本利得税，也对股息没有任何预扣或税[Happy]&nbsp;本文章是<a target=\"_blank\" href=\"https://laohu8.com/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>&nbsp;官方文章关于新加坡公司的大大回购[Great]&nbsp; 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2021年12月，凯德投资公司以每股3.35新元的平均价格回购3,360万股，主导第一上市海指成分股的股份回购对价。莱佛士医疗以每股1.33新元的平均价格回购240万股，主导非海指成分股的股份回购对价。 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