Monday, August 28, 2006

國壽 (2628)

重點唔係賺幾多, 增張幾多.....而係

1) 市場佔有率升5%至49%, 證明有兢爭力
2) 投資回報4.5%, 仍然有上升空間

業績比我預期好

By Wing at 11:27 PM

2 comments:

Anonymous said...

2628係好野個個都知,而你覺得市場佔有率定投資回報重要些?
and 2628是否真的這麼值去加注(PE40了)?

8/30/2006 11:26:00 PM
Wing said...

40倍係住績PE, 應該睇Forward PE, 大概25 左右, 現價唔算貴, 所謂貴有貴買, 但唔可以叫平囉

QDII等政策可以拉帶投資回報至5.X%, 每1%, 可以增加十多廿億的盈利

兩樣都咁重要, 冇高低之分, 缺一不可

8/30/2006 11:52:00 PM

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