投資是一門藝術... (Since 2005.12)
個人認為, 最佳的收購係買入大摩手上的中金, 平保的大金融平台獨欠投行, 而大摩因為在中金缺乏話事權, 已經有出售之意...但協同效應亦只是一般如政策許可, 入股農行及光大亦有可為...海外收購風險甚大, 協同效應一般, 最大機會仍舊是富通
Wing, you are saying here we should buy 平保. How much is a good price to enter now?
I'm not say that...actually I like 2628 more as I don't like diversification strategy for a corporate.However, 2318 is a good stock, u can buy at any price.Please note that here will not provide any price suggestion.
如果買國內金融股，平保有冇機會入股交通呢？增持富通似乎係肯定會行的一著，但用唔盡1600億呢！
機會極細...只要站在雙方大股東的立場一看, 機會一目了然...用唔盡唔緊要架, 可以用黎入股其他的大型基建項目, 只要內部回報計算好, 對股東有利就ok!
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4 comments:
Wing, you are saying here we should buy 平保. How much is a good price to enter now?
I'm not say that...actually I like 2628 more as I don't like diversification strategy for a corporate.
However, 2318 is a good stock, u can buy at any price.
Please note that here will not provide any price suggestion.
如果買國內金融股，平保有冇機會入股交通呢？
增持富通似乎係肯定會行的一著，但用唔盡1600億呢！
機會極細...
只要站在雙方大股東的立場一看, 機會一目了然...
用唔盡唔緊要架, 可以用黎入股其他的大型基建項目, 只要內部回報計算好, 對股東有利就ok!
Post a Comment