Thursday, August 09, 2007

招行 (3968)



我的著眼點並非盈利增張120%, 而係各項Ratio 都無得頂!!

絶對係超班的千里馬!
最新NAV 係4.03, 現價市淨率(P/B) 為 7.19, 估值係高, 但都值既!

11 comments:

立邦毅德.Alpha研究所 said...

so at what price do you think it is worth to buy for a 10 year investment? thank you

甘正光 said...

我一直也很想購入招行,但入唔到。
以PEG/PE來計現值還算是合理...
而家仲被佢個高P/B嚇親...

我想請教究竟佢個高P/B對招行有咩負面影響,又有什麼解決方法降低佢個P/B呢?(except 股價跌),Thanks!

Wing said...

如果係10年期的投資, 每次大跌都分注買入再加月供, 可以分散風險。

要個P/B 降, 一係股價跌, 一係Book Value 升, 再唔係....令到市場可接受的P/B 升....

我前排愉雞係28.5 沽的貨, 本來想等26補番, 都等唔到, 到27 已經補番一半, 大行的目標價普遍己調升到32左右, 最高的係$40。

我覺得27-27.5 已經有一定吸引力...

變幻原是永恒 said...

Wing兄的建議的確高明, 這是最好的方法了, 客觀環境令股價好難大跌~

立邦毅德.Alpha研究所 said...

Wing, thanks for your clear and solid reply!! ^}^

By the way, your articles are in excellent standard.I've added "Investment blog" in my blog roll.

Wing said...

所長, your blog is interesting!

I like the idea behind...

卓天 said...

wing,

how do you think about 1072 now ?
Thanks.

Wing said...

Chance!

卓天 said...

THX ;>

立邦毅德.Alpha研究所 said...

Wing, thanks for your comment. ^_^

CFO said...

I like your blog.

I like CM Bank too. I accumulated a lot of CM Bank and will accumulate more every time when share price drop.

In addition, I am interested in the followings:
China Life 2628;
Ping On 2318;
China Overseas 688;
R&F 2777;
Shui On Land 272.
http://hk.myblog.yahoo.com/jw!WaKTkryBERq4fAl4jFoI1f6G/archive?l=f&id=1

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