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369 | 1 | 2018-05-02 05:32:44 | 1525223204000 | 1: 恒瑞最强。其他还有一系列不错的。基本上市值高的。比如复星,华海,科伦,信立泰,海正,乐普等等。2:比数量这几年应该是华海最多,因为大批从海外回来的产品。但是很多都是小品种。3:糖尿病通化东宝,即将上市的甘李。 心血管乐普,信立泰,京新等。 | 11 | 2018-05-14 16:46:32 | Stevevai1983 | 职业统计学家,标准的耶鲁基金派价投 | 四川 | 城市/地区 | 127 | 75454 | 实名认证 | {
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2 | 2 | 2018-05-02 05:32:44 | 1525227674000 | 制药业:读各种报表,资料,电话会议,医药峰会记录。关注一些公众号。必须会英文,这个是硬门槛。因为所有一手治疗全英文。所有世界趋势也是全英文。我的模式不是找公司然后研究他们是干什么的。 我是关注药物本身,然后反过来看哪家在做。 | 11 | 2018-05-14 16:46:32 | Stevevai1983 | 职业统计学家,标准的耶鲁基金派价投 | 四川 | 城市/地区 | 127 | 75454 | 实名认证 | {
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367 | 2 | 2018-05-02 05:32:44 | 1525227674000 | 制药业:读各种报表,资料,电话会议,医药峰会记录。关注一些公众号。必须会英文,这个是硬门槛。因为所有一手治疗全英文。所有世界趋势也是全英文。我的模式不是找公司然后研究他们是干什么的。 我是关注药物本身,然后反过来看哪家在做。 | 11 | 2018-05-14 16:46:32 | Stevevai1983 | 职业统计学家,标准的耶鲁基金派价投 | 四川 | 城市/地区 | 127 | 75454 | 实名认证 | {
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3 | 3 | 2018-05-02 05:32:44 | 1525222917000 | 不太清楚,只是不明觉厉。。。 | 11 | 2018-05-14 16:46:32 | Stevevai1983 | 职业统计学家,标准的耶鲁基金派价投 | 四川 | 城市/地区 | 127 | 75454 | 实名认证 | {
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368 | 3 | 2018-05-02 05:32:44 | 1525222917000 | 不太清楚,只是不明觉厉。。。 | 11 | 2018-05-14 16:46:32 | Stevevai1983 | 职业统计学家,标准的耶鲁基金派价投 | 四川 | 城市/地区 | 127 | 75454 | 实名认证 | {
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4 | 4 | 2018-05-02 05:36:24 | 1524724605000 | 苹果手机里内置的搜索引擎用的都是谷歌,但是苹果完全有权利换成bing之类的(肯定不会换百度),所以谷歌要购买这个默认权。就像,阿里巴巴的所有搜索用的都是自己的,所以百度拿不到任何淘宝的数据,从总市场份额来看,百度还是垄断的,但是这个细分项目,百度就是切不进去。从全球来看,谷歌依旧是搜索引擎的垄断者,占90%市场份额,但是在移动端决定用哪个搜索引擎不是谷歌说的算,是app,浏览器,操作系统说的算(pc时代这个问题不太严重,移动时代严重了一些),所以要交钱。 | 22 | 2018-05-14 21:17:08 | 大隐于市谢强 | The best way to smart, is not to be stupid. | 海外 | 城市/地区 | 91 | 13357 | 实名认证 | {
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34 | 4 | 2018-05-02 05:36:24 | 1524724605000 | 苹果手机里内置的搜索引擎用的都是谷歌,但是苹果完全有权利换成bing之类的(肯定不会换百度),所以谷歌要购买这个默认权。就像,阿里巴巴的所有搜索用的都是自己的,所以百度拿不到任何淘宝的数据,从总市场份额来看,百度还是垄断的,但是这个细分项目,百度就是切不进去。从全球来看,谷歌依旧是搜索引擎的垄断者,占90%市场份额,但是在移动端决定用哪个搜索引擎不是谷歌说的算,是app,浏览器,操作系统说的算(pc时代这个问题不太严重,移动时代严重了一些),所以要交钱。 | 22 | 2018-05-14 21:17:08 | 大隐于市谢强 | The best way to smart, is not to be stupid. | 海外 | 城市/地区 | 91 | 13357 | 实名认证 | {
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5 | 5 | 2018-05-02 05:36:24 | 1521268927000 | 抄底本身就是个很投机的动作。我觉得买在底部,本身就是一个只能意淫不能落实的事情。如果真的买到了底部,很多时候只是运气使然而已。我其实要做的是对比机会成本,而不是拿一笔钱,等着“底部”到来,然后买入。我不会给SRG留一笔钱,放到一个账户,专门抄底。我就是持有我现在有的股票,然后不断对比srg和我手里的这些股票而言的风险收益比,可能到某个时刻,我觉得风险收益率很好了,我可能就卖了我现在持有的股票,去买srg了。我经常买完一个股票,很快跌个20%,很正常的,所以很少很少买在底部。市场是很难猜测的,即使看到了srg几个明显的情绪点(sears破产,融资),但是股价很多时候也不是按照我的想法走的。 | 22 | 2018-05-14 21:17:08 | 大隐于市谢强 | The best way to smart, is not to be stupid. | 海外 | 城市/地区 | 91 | 13357 | 实名认证 | {
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1023 | 5 | 2018-05-02 05:36:24 | 1521268927000 | 抄底本身就是个很投机的动作。我觉得买在底部,本身就是一个只能意淫不能落实的事情。如果真的买到了底部,很多时候只是运气使然而已。我其实要做的是对比机会成本,而不是拿一笔钱,等着“底部”到来,然后买入。我不会给SRG留一笔钱,放到一个账户,专门抄底。我就是持有我现在有的股票,然后不断对比srg和我手里的这些股票而言的风险收益比,可能到某个时刻,我觉得风险收益率很好了,我可能就卖了我现在持有的股票,去买srg了。我经常买完一个股票,很快跌个20%,很正常的,所以很少很少买在底部。市场是很难猜测的,即使看到了srg几个明显的情绪点(sears破产,融资),但是股价很多时候也不是按照我的想法走的。 | 22 | 2018-05-14 21:17:08 | 大隐于市谢强 | The best way to smart, is not to be stupid. | 海外 | 城市/地区 | 91 | 13357 | 实名认证 | {
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6 | 6 | 2018-05-02 05:36:24 | 1520929404000 | 几乎没有任何的变化,完全是按照预期走的。sears破产,srg受牵连,随后破产后,srg融资,改造地产,股价恢复。另外,这个公司的底线价值绝对是有的,清算价值就是在45美金附近吧,清算价值的8折也就是老巴买的价格。现在西尔斯占比是50%,但是西尔斯在加速破产,所以SRG的地产空置率已经有20%了,刚上市时空置率不足2%吧。目前SRG签约的租金收入是6000万美金左右,但是这些地产要到2018年下半年-2019年上半年大多数才能改造完成。所以改造完成之后,srg一年租金收入大概有1亿美金跟sears毫无关系了。因为srg在2019年之后,还是需要进行地产改造,再出租,所以一定需要资本,资本的来源无外乎就是发行股票或者发行债券。我觉得如果西尔斯在2019年破产了,srg是可能发行股票的来募集资金,改造地产的。所以市场是短期hangover在这里了吧,我觉得很安全的投资啊。最大的问题是可能潜在的回报率不足。所以,有两种可能的方法买入,一种是直接按低的照价格买入,一种是等sears破产,或者srg融资的消息出来后,买入。加拿大的一个资产管理公司EDGEPOINT INVESTMENT GROUP INC,过去一段时间买了srg 13%的股份,他用的就是纯按照价格买入的方法吧。我自己在这个价位上,仓位最多买5%吧,主要是因为我明显看到了一些重大事件,所以我希望在这些重大事件得到解决时,再买入。我自己的买入方法是:要么股价跌的非常离谱了,跌出来一个巨大的upside了,比如到30美金。要不然,在几个重大事件比如sears破产,融资,全部出现的差不多之后,买入。如果sears,直到2020年都没完全破产,那么srg可能现在的价格就是很好的买入价位吧。这是几种不同的可能,可以根据自己的情况,做一些判断就好了。srg这种公司,在我还能找到更有吸引力的投资时,我最多买10%-20%吧。我觉得upside是8年5-7倍吧。决定5倍还是7倍,是最终的利率。非常好估值,4000万平方英尺的商业地产,租金8年后是19-20美金,所以租金收入7.6亿-8亿美金,cap rate按照6%-8%计算,估值是在100亿-126亿美金,市值20亿美金。最大的风险是,如果遭到稀释,年化回报率可能会下降不少。 |
22 | 2018-05-14 21:17:08 | 大隐于市谢强 | The best way to smart, is not to be stupid. | 海外 | 城市/地区 | 91 | 13357 | 实名认证 | {
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1024 | 6 | 2018-05-02 05:36:24 | 1520929404000 | 几乎没有任何的变化,完全是按照预期走的。sears破产,srg受牵连,随后破产后,srg融资,改造地产,股价恢复。另外,这个公司的底线价值绝对是有的,清算价值就是在45美金附近吧,清算价值的8折也就是老巴买的价格。现在西尔斯占比是50%,但是西尔斯在加速破产,所以SRG的地产空置率已经有20%了,刚上市时空置率不足2%吧。目前SRG签约的租金收入是6000万美金左右,但是这些地产要到2018年下半年-2019年上半年大多数才能改造完成。所以改造完成之后,srg一年租金收入大概有1亿美金跟sears毫无关系了。因为srg在2019年之后,还是需要进行地产改造,再出租,所以一定需要资本,资本的来源无外乎就是发行股票或者发行债券。我觉得如果西尔斯在2019年破产了,srg是可能发行股票的来募集资金,改造地产的。所以市场是短期hangover在这里了吧,我觉得很安全的投资啊。最大的问题是可能潜在的回报率不足。所以,有两种可能的方法买入,一种是直接按低的照价格买入,一种是等sears破产,或者srg融资的消息出来后,买入。加拿大的一个资产管理公司EDGEPOINT INVESTMENT GROUP INC,过去一段时间买了srg 13%的股份,他用的就是纯按照价格买入的方法吧。我自己在这个价位上,仓位最多买5%吧,主要是因为我明显看到了一些重大事件,所以我希望在这些重大事件得到解决时,再买入。我自己的买入方法是:要么股价跌的非常离谱了,跌出来一个巨大的upside了,比如到30美金。要不然,在几个重大事件比如sears破产,融资,全部出现的差不多之后,买入。如果sears,直到2020年都没完全破产,那么srg可能现在的价格就是很好的买入价位吧。这是几种不同的可能,可以根据自己的情况,做一些判断就好了。srg这种公司,在我还能找到更有吸引力的投资时,我最多买10%-20%吧。我觉得upside是8年5-7倍吧。决定5倍还是7倍,是最终的利率。非常好估值,4000万平方英尺的商业地产,租金8年后是19-20美金,所以租金收入7.6亿-8亿美金,cap rate按照6%-8%计算,估值是在100亿-126亿美金,市值20亿美金。最大的风险是,如果遭到稀释,年化回报率可能会下降不少。 |
22 | 2018-05-14 21:17:08 | 大隐于市谢强 | The best way to smart, is not to be stupid. | 海外 | 城市/地区 | 91 | 13357 | 实名认证 | {
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7 | 7 | 2018-05-02 05:36:24 | 1524708546000 | 私信里已经回答过了~ | 22 | 2018-05-14 21:17:08 | 大隐于市谢强 | The best way to smart, is not to be stupid. | 海外 | 城市/地区 | 91 | 13357 | 实名认证 | {
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31 | 7 | 2018-05-02 05:36:24 | 1524708546000 | 私信里已经回答过了~ | 22 | 2018-05-14 21:17:08 | 大隐于市谢强 | The best way to smart, is not to be stupid. | 海外 | 城市/地区 | 91 | 13357 | 实名认证 | {
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8 | 8 | 2018-05-02 05:36:24 | 1524626893000 | 电话会议里费用上升的主要原因。主要是两块费用上升很快:TAC和other Cost of revenue,我没记错的话,分别上升35%和39%。other Cost of revenue(销售成本)上升主要是因为投数据中心的费用,加上youtube的内容获取成本在上升。运营费用整体上升了27%,主要是因为云计算的广告开支,以及研发费用上升。另外一个数字是资本开支这个q是72亿美金(有24亿美金是收购Chelsea Market building),即使剔除掉这个24亿美金,资本开支主要是因为数据中心和youtube的投资(电话会议里提到了)。我觉得长期逻辑没什么问题,核心竞争力还是非常强的,只是公司到了投资周期。 | 22 | 2018-05-14 21:17:08 | 大隐于市谢强 | The best way to smart, is not to be stupid. | 海外 | 城市/地区 | 91 | 13357 | 实名认证 | {
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32 | 8 | 2018-05-02 05:36:24 | 1524626893000 | 电话会议里费用上升的主要原因。主要是两块费用上升很快:TAC和other Cost of revenue,我没记错的话,分别上升35%和39%。other Cost of revenue(销售成本)上升主要是因为投数据中心的费用,加上youtube的内容获取成本在上升。运营费用整体上升了27%,主要是因为云计算的广告开支,以及研发费用上升。另外一个数字是资本开支这个q是72亿美金(有24亿美金是收购Chelsea Market building),即使剔除掉这个24亿美金,资本开支主要是因为数据中心和youtube的投资(电话会议里提到了)。我觉得长期逻辑没什么问题,核心竞争力还是非常强的,只是公司到了投资周期。 | 22 | 2018-05-14 21:17:08 | 大隐于市谢强 | The best way to smart, is not to be stupid. | 海外 | 城市/地区 | 91 | 13357 | 实名认证 | {
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9 | 9 | 2018-05-02 05:36:24 | 1521285314000 | 留个邮箱,我可以发一些clns的买方报告给你,但是我自己对它不太了解,业务有点复杂。 | 22 | 2018-05-14 21:17:08 | 大隐于市谢强 | The best way to smart, is not to be stupid. | 海外 | 城市/地区 | 91 | 13357 | 实名认证 | {
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33 | 9 | 2018-05-02 05:36:24 | 1521285314000 | 留个邮箱,我可以发一些clns的买方报告给你,但是我自己对它不太了解,业务有点复杂。 | 22 | 2018-05-14 21:17:08 | 大隐于市谢强 | The best way to smart, is not to be stupid. | 海外 | 城市/地区 | 91 | 13357 | 实名认证 | {
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10 | 10 | 2018-05-02 05:36:24 | 1520929617000 | 看一看cfa一级二级的原版教材吧。netflix估值高低,这个就是仁者见仁智者见智的问题。用PE来看肯定是贵到发指了。但是美国的买方有自己的逻辑,认为netflix可以提价,同时现在的利润被扭曲了,因为大量的内容购买和生产成本被当年费用化了。 | 22 | 2018-05-14 21:17:08 | 大隐于市谢强 | The best way to smart, is not to be stupid. | 海外 | 城市/地区 | 91 | 13357 | 实名认证 | {
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1029 | 10 | 2018-05-02 05:36:24 | 1520929617000 | 看一看cfa一级二级的原版教材吧。netflix估值高低,这个就是仁者见仁智者见智的问题。用PE来看肯定是贵到发指了。但是美国的买方有自己的逻辑,认为netflix可以提价,同时现在的利润被扭曲了,因为大量的内容购买和生产成本被当年费用化了。 | 22 | 2018-05-14 21:17:08 | 大隐于市谢强 | The best way to smart, is not to be stupid. | 海外 | 城市/地区 | 91 | 13357 | 实名认证 | {
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11 | 11 | 2018-05-02 05:36:38 | 1515166398000 | 谢谢你的祝福,红包不能收。共勉,加油! | 24 | 2018-05-14 21:42:52 | 德米安 | 凡心所向,素履所往,生如逆旅,一苇以航。 | 海外 | 其他 | 62 | 6984 | {
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35 | 11 | 2018-05-02 05:36:38 | 1515166398000 | 谢谢你的祝福,红包不能收。共勉,加油! | 24 | 2018-05-14 21:42:52 | 德米安 | 凡心所向,素履所往,生如逆旅,一苇以航。 | 海外 | 其他 | 62 | 6984 | {
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12 | 12 | 2018-05-02 05:37:58 | 1524752714000 | 需要打开ib专用的tws软件操作。有专门的外汇操作界面,卖空欧元,买入港币。软件在ib官网可以下载,中文界面。具体流程,可以看 | 32 | 2018-05-15 04:55:45 | 非典型伪价值投机 | 数学博士。卡欧斯系列基金的幕后黑手。 | 广东 | 城市/地区 | 513 | 41242 | {
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1085 | 12 | 2018-05-02 05:37:58 | 1524752714000 | 需要打开ib专用的tws软件操作。有专门的外汇操作界面,卖空欧元,买入港币。软件在ib官网可以下载,中文界面。具体流程,可以看 | 32 | 2018-05-15 04:55:45 | 非典型伪价值投机 | 数学博士。卡欧斯系列基金的幕后黑手。 | 广东 | 城市/地区 | 513 | 41242 | {
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13 | 13 | 2018-05-02 05:38:13 | 1525003538000 | 反身性理论在股市当然也成立,上市公司估值高低反过来能影响公司价值。同一个行业的两家公司,曾经势均力敌,一家选择了在美国上市(遇上中概股低迷),一家在A股上市(碰上创业板牛市),因此提供资本市场融资扩张、收购的能力大相径庭,现在两者已经不是一个量级。很多做定增的大户其实就是通过反身性理论来赚的钱。至于《金融炼金术》这本书,应该是典型的学霸总结经验:学霸因为聪明所以成绩好,但是他总结说是因为自己学习有章法劳逸结合,你没法否定他的主张,但是也没有什么借鉴的地方。索罗斯低估了自己的投资天赋,高估了自己的哲学造诣。 | 34 | 2018-05-15 07:15:02 | 坚信价值 | 熟悉中概私有化套利、海外基金资产配置 | 海外 | 城市/地区 | 5042 | 131361 | {
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1095 | 13 | 2018-05-02 05:38:13 | 1525003538000 | 反身性理论在股市当然也成立,上市公司估值高低反过来能影响公司价值。同一个行业的两家公司,曾经势均力敌,一家选择了在美国上市(遇上中概股低迷),一家在A股上市(碰上创业板牛市),因此提供资本市场融资扩张、收购的能力大相径庭,现在两者已经不是一个量级。很多做定增的大户其实就是通过反身性理论来赚的钱。至于《金融炼金术》这本书,应该是典型的学霸总结经验:学霸因为聪明所以成绩好,但是他总结说是因为自己学习有章法劳逸结合,你没法否定他的主张,但是也没有什么借鉴的地方。索罗斯低估了自己的投资天赋,高估了自己的哲学造诣。 | 34 | 2018-05-15 07:15:02 | 坚信价值 | 熟悉中概私有化套利、海外基金资产配置 | 海外 | 城市/地区 | 5042 | 131361 | {
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14 | 14 | 2018-05-02 05:38:13 | 1525004227000 | 你这个观察应该不准确。断供把房子甩给银行的人,通常没有能力再去市场上买一套,这个处境与被券商强平的股民是一样的。银行也并不愿意接受房奴断供的房子,也是一样希望尽早拍卖掉,只是房子卖出去一般需要一定时间,所以会砸在手里一段时间。券商并不是“害怕”接手股票,而是因为平仓卖掉通常是最好的解决方法。碰上难卖掉的股票,券商一样会接到手里,比如 | 34 | 2018-05-15 07:15:02 | 坚信价值 | 熟悉中概私有化套利、海外基金资产配置 | 海外 | 城市/地区 | 5042 | 131361 | {
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1094 | 14 | 2018-05-02 05:38:13 | 1525004227000 | 你这个观察应该不准确。断供把房子甩给银行的人,通常没有能力再去市场上买一套,这个处境与被券商强平的股民是一样的。银行也并不愿意接受房奴断供的房子,也是一样希望尽早拍卖掉,只是房子卖出去一般需要一定时间,所以会砸在手里一段时间。券商并不是“害怕”接手股票,而是因为平仓卖掉通常是最好的解决方法。碰上难卖掉的股票,券商一样会接到手里,比如 | 34 | 2018-05-15 07:15:02 | 坚信价值 | 熟悉中概私有化套利、海外基金资产配置 | 海外 | 城市/地区 | 5042 | 131361 | {
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15 | 15 | 2018-05-02 05:38:28 | 1522681281000 | 因为规模和流动性的原因,信而富我们研究得不多。总体而言,短期内看空;中长期期暂时偏中性,需要进一步跟踪。分析XRF需要注意的是:1.这家公司在IPO前后业务结构有较大调整,从单笔平均人民币7.89万元、期限20个月的生活类贷款向单笔约人民币682元、期限1个月以内的消费信贷(现金贷属性)倾斜,经营指标和财务数据受到业务转型的扭曲,其内在连续性和参考价值变低;2.相对宜人贷、拍拍贷、趣店,XRF披露的数据并不那么直观、清晰和充分,比如其披露的复借率就跟行业通常意义上的复借率区别很大,类似情况在部分指标上也存在,研究时需要特别注意。 | 35 | 2018-05-15 07:34:51 | Mono | 北京艾美谷投资管理有限公司研究员 | 北京 | 朝阳区 | 643 | 44400 | {
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1317 | 15 | 2018-05-02 05:38:28 | 1522681281000 | 因为规模和流动性的原因,信而富我们研究得不多。总体而言,短期内看空;中长期期暂时偏中性,需要进一步跟踪。分析XRF需要注意的是:1.这家公司在IPO前后业务结构有较大调整,从单笔平均人民币7.89万元、期限20个月的生活类贷款向单笔约人民币682元、期限1个月以内的消费信贷(现金贷属性)倾斜,经营指标和财务数据受到业务转型的扭曲,其内在连续性和参考价值变低;2.相对宜人贷、拍拍贷、趣店,XRF披露的数据并不那么直观、清晰和充分,比如其披露的复借率就跟行业通常意义上的复借率区别很大,类似情况在部分指标上也存在,研究时需要特别注意。 | 35 | 2018-05-15 07:34:51 | Mono | 北京艾美谷投资管理有限公司研究员 | 北京 | 朝阳区 | 643 | 44400 | {
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16 | 16 | 2018-05-02 05:40:29 | 1525163038000 | 谢谢您的问题。如果消费需求只是4%~5%,那没有必要买股票,买货币基金(类似于余额宝)就行了。现在货币基金也有4%+,基本无风险。 通过买高息股来应付自己日常开销,也不是不可以,但是投资者需要明白一个重要的道理:你买的是股票,不是固定收益。股票的风险和债券完全不同,是有损失本金的可能性的。因此买高息股的话,就涉及到很多投资风险控制: 你需要买好几只股票(因为需要多元分散,你一共就百来万,当然不能都放在一个自己不太熟悉的股票里对吧),你需要选股,你还需要承担价格上下波动对你心理的影响。 如果您实在还想买几个高股息,可以考虑几个大银行,比如工行,中行等。这几个大银行过去10年的分红还是比较稳定的,可以达到4%~5%左右。当然买股票的风险肯定高于货币基金,即使是国有大银行。有一个问题是您是否耐得住心长期持有。我见过的一些实际例子是,一开始是打算长期持有吃股息的,后来市场发生变化,价格大跌/大涨,投资者忽然改变主意了,一开始详细制定的投资计划全都扔出窗外。对于这样的投资者,货币基金更加合适。 希望对您有所帮助。 |
40 | 2018-05-15 09:07:57 | 伍治坚 | 擅长海外美元资产配置、指数基金 | 海外 | 不限 | 39 | 27525 | 实名认证 | {
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37 | 16 | 2018-05-02 05:40:29 | 1525163038000 | 谢谢您的问题。如果消费需求只是4%~5%,那没有必要买股票,买货币基金(类似于余额宝)就行了。现在货币基金也有4%+,基本无风险。 通过买高息股来应付自己日常开销,也不是不可以,但是投资者需要明白一个重要的道理:你买的是股票,不是固定收益。股票的风险和债券完全不同,是有损失本金的可能性的。因此买高息股的话,就涉及到很多投资风险控制: 你需要买好几只股票(因为需要多元分散,你一共就百来万,当然不能都放在一个自己不太熟悉的股票里对吧),你需要选股,你还需要承担价格上下波动对你心理的影响。 如果您实在还想买几个高股息,可以考虑几个大银行,比如工行,中行等。这几个大银行过去10年的分红还是比较稳定的,可以达到4%~5%左右。当然买股票的风险肯定高于货币基金,即使是国有大银行。有一个问题是您是否耐得住心长期持有。我见过的一些实际例子是,一开始是打算长期持有吃股息的,后来市场发生变化,价格大跌/大涨,投资者忽然改变主意了,一开始详细制定的投资计划全都扔出窗外。对于这样的投资者,货币基金更加合适。 希望对您有所帮助。 |
40 | 2018-05-15 09:07:57 | 伍治坚 | 擅长海外美元资产配置、指数基金 | 海外 | 不限 | 39 | 27525 | 实名认证 | {
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17 | 17 | 2018-05-02 05:40:29 | 1524528500000 | 谢谢您的问题。所有的指数基金(包括Wilshire),其估值对象其实就是它追踪的指数(因为指数基金的功能就是复制指数)。只要是市值加权指数,其估值背后的逻辑都是类似的。股票和股票指数估值,可以用的指标有很多,比如PB, PE, PC, PD等等。具体到美股,长期来看,Shiller's PE用的比较多(10年CAPE)。我这里专门写过两篇相关文章,希望可以对您有所帮助:1) 美股估值高么? | 40 | 2018-05-15 09:07:57 | 伍治坚 | 擅长海外美元资产配置、指数基金 | 海外 | 不限 | 39 | 27525 | 实名认证 | {
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40 | 17 | 2018-05-02 05:40:29 | 1524528500000 | 谢谢您的问题。所有的指数基金(包括Wilshire),其估值对象其实就是它追踪的指数(因为指数基金的功能就是复制指数)。只要是市值加权指数,其估值背后的逻辑都是类似的。股票和股票指数估值,可以用的指标有很多,比如PB, PE, PC, PD等等。具体到美股,长期来看,Shiller's PE用的比较多(10年CAPE)。我这里专门写过两篇相关文章,希望可以对您有所帮助:1) 美股估值高么? | 40 | 2018-05-15 09:07:57 | 伍治坚 | 擅长海外美元资产配置、指数基金 | 海外 | 不限 | 39 | 27525 | 实名认证 | {
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18 | 18 | 2018-05-02 05:40:29 | 1524176868000 | 谢谢您的提问。1)简短的回答是不可行。复制指数虽然道理不复杂,但是其中涉及的琐碎的技术细节,远非一般普通投资者能够应付。从操作流程上来说,你需要每时每刻都知道指数中所有成员的列表和权重,并且当指数成员发生变化时,第一时间收到消息并及时交易。个人复制指数还有一个大问题是资金量。购买股票都是有最小数量要求的。个人的资金量肯定远远比不上机构管理的基金资金量,因此在交易成本方面劣势非常明显。同时,一个个人投资这去管理300支股票,没有一套成熟的系统,根本不可能。即使有一套自己的系统,可能你每天除了复制这支指数以外,也没时间/精力去干别的任何事情了。所以个人投资者最好的选择肯定是购买市场上的指数基金。和美国相比,中国的指数基金确实贵(0.6% v 0.05%)。但是中国特殊的国情决定的。没办法。中国的主动型公募基金也比美国贵不少。投资者能做的,只能是:1)反复比较,在中国挑选最便宜的指数基金购买;2)多元分散,在国内和国外都有投资。至于打新股,和复制指数是两回事。买了指数,也能打新股。指数中不存在打新股,因为一般指数成员都是市值最大的股票,多为龙头股/蓝筹股。2)我不太清楚您问题中的“极端值”是什么意思。假设您想象的策略是:价格超过10年均线就买入。那您还需要考虑:A)什么时候卖出?B)这是一种最简单的量化策略,很容易做回测去检验是否可行。做过类似试验的投资者不计其数,随便找个软件就很容易测试。如果量化策略这么容易就能获得超额回报(超过市场平均的回报)的话,那这个世界上靠炒股赚钱的人会多很多。C)加入实际的交易成本和摩擦成本。创业板的低流动性,决定了您上面说的交易策略几乎不可行。一买一卖,在交易摩擦中就可能已经损失巨大,更别说获得交易回报了。您的想法是挺好的,也有很多人都已经试过,这也显示了战胜市场的难度:要比我们大多数人想象的难很多。希望对大家有所帮助。 |
40 | 2018-05-15 09:07:57 | 伍治坚 | 擅长海外美元资产配置、指数基金 | 海外 | 不限 | 39 | 27525 | 实名认证 | {
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1326 | 18 | 2018-05-02 05:40:29 | 1524176868000 | 谢谢您的提问。1)简短的回答是不可行。复制指数虽然道理不复杂,但是其中涉及的琐碎的技术细节,远非一般普通投资者能够应付。从操作流程上来说,你需要每时每刻都知道指数中所有成员的列表和权重,并且当指数成员发生变化时,第一时间收到消息并及时交易。个人复制指数还有一个大问题是资金量。购买股票都是有最小数量要求的。个人的资金量肯定远远比不上机构管理的基金资金量,因此在交易成本方面劣势非常明显。同时,一个个人投资这去管理300支股票,没有一套成熟的系统,根本不可能。即使有一套自己的系统,可能你每天除了复制这支指数以外,也没时间/精力去干别的任何事情了。所以个人投资者最好的选择肯定是购买市场上的指数基金。和美国相比,中国的指数基金确实贵(0.6% v 0.05%)。但是中国特殊的国情决定的。没办法。中国的主动型公募基金也比美国贵不少。投资者能做的,只能是:1)反复比较,在中国挑选最便宜的指数基金购买;2)多元分散,在国内和国外都有投资。至于打新股,和复制指数是两回事。买了指数,也能打新股。指数中不存在打新股,因为一般指数成员都是市值最大的股票,多为龙头股/蓝筹股。2)我不太清楚您问题中的“极端值”是什么意思。假设您想象的策略是:价格超过10年均线就买入。那您还需要考虑:A)什么时候卖出?B)这是一种最简单的量化策略,很容易做回测去检验是否可行。做过类似试验的投资者不计其数,随便找个软件就很容易测试。如果量化策略这么容易就能获得超额回报(超过市场平均的回报)的话,那这个世界上靠炒股赚钱的人会多很多。C)加入实际的交易成本和摩擦成本。创业板的低流动性,决定了您上面说的交易策略几乎不可行。一买一卖,在交易摩擦中就可能已经损失巨大,更别说获得交易回报了。您的想法是挺好的,也有很多人都已经试过,这也显示了战胜市场的难度:要比我们大多数人想象的难很多。希望对大家有所帮助。 |
40 | 2018-05-15 09:07:57 | 伍治坚 | 擅长海外美元资产配置、指数基金 | 海外 | 不限 | 39 | 27525 | 实名认证 | {
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19 | 19 | 2018-05-02 05:40:29 | 1524531104000 | 谢谢您的问题。要想估值VNQ这样的REITs ETF,其实就是在估值它追踪的REITs index (比如MSCI REITs index)。房地产类股票/REITs的估值,和其他股票不太一样。比较常见的PE, PB不太适用。主要原因在于:1)房地产公司一般负债率比较高,属于周期性很强的行业。同时由于其会计处理方法(费用在前,确认盈利在后)的原因,其盈利(E)的波动性很大。因此,一般用P/FFO或者P/AFFO更加合适。2)房地产公司的资产的很大一块是地,但是会计处理上,地一般用成本法计入资产。这样,房地产公司的报表上的资产很可能被严重低估。所以在估值时,一般更多的用P/NAV来代替PB。同时,投资者在分析REITs的时候,也可以比较Pay out ratio和Dividend yield(分红率)。以美国的REITs为例,目前的P/FFO比率在15~16倍左右,处于长期历史平均水平。希望对大家有所帮助。 |
40 | 2018-05-15 09:07:57 | 伍治坚 | 擅长海外美元资产配置、指数基金 | 海外 | 不限 | 39 | 27525 | 实名认证 | {
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38 | 19 | 2018-05-02 05:40:29 | 1524531104000 | 谢谢您的问题。要想估值VNQ这样的REITs ETF,其实就是在估值它追踪的REITs index (比如MSCI REITs index)。房地产类股票/REITs的估值,和其他股票不太一样。比较常见的PE, PB不太适用。主要原因在于:1)房地产公司一般负债率比较高,属于周期性很强的行业。同时由于其会计处理方法(费用在前,确认盈利在后)的原因,其盈利(E)的波动性很大。因此,一般用P/FFO或者P/AFFO更加合适。2)房地产公司的资产的很大一块是地,但是会计处理上,地一般用成本法计入资产。这样,房地产公司的报表上的资产很可能被严重低估。所以在估值时,一般更多的用P/NAV来代替PB。同时,投资者在分析REITs的时候,也可以比较Pay out ratio和Dividend yield(分红率)。以美国的REITs为例,目前的P/FFO比率在15~16倍左右,处于长期历史平均水平。希望对大家有所帮助。 |
40 | 2018-05-15 09:07:57 | 伍治坚 | 擅长海外美元资产配置、指数基金 | 海外 | 不限 | 39 | 27525 | 实名认证 | {
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20 | 20 | 2018-05-02 05:40:29 | 1524096432000 | 您好,谢谢您的问题。首先,如果是杠杆买入巴西债券的话,在我看来更像“投机”,而不是“投资”。当然,“投机”不一定亏钱,“投资”不一定赚钱。投资者关键要在做出决策前搞清楚自己面临的风险。加杠杆买巴西国债面临的风险主要有:1)巴西国债价格风险:涉及到巴西经济的基本面(政府的信用评级变化),巴西的利率等宏观经济因素。2)巴西货币里尔的外汇风险。因为到最后投资者拿到手是美元。即使巴西国债升值,如果巴西货币贬值的话,投资者还是亏损。大体来说,货币的波动率要远高于债券价格本身的波动率。因此在这个交易中,货币风险甚至高于债券风险。3)波动风险。由于是加杠杆,因此当资产价格下跌X%时,会面临被强行平仓的风险。不管是国债价格下跌,还是货币大跌,都会导致价格波动并可能引发强行平仓。如果清楚了自己的风险,还决定要继续,可以考虑以下方法:1)DWS Brazil Bond fund: 该基金购买的目标就是巴西政府债券。相关信息在此: |
40 | 2018-05-15 09:07:57 | 伍治坚 | 擅长海外美元资产配置、指数基金 | 海外 | 不限 | 39 | 27525 | 实名认证 | {
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1328 | 20 | 2018-05-02 05:40:29 | 1524096432000 | 您好,谢谢您的问题。首先,如果是杠杆买入巴西债券的话,在我看来更像“投机”,而不是“投资”。当然,“投机”不一定亏钱,“投资”不一定赚钱。投资者关键要在做出决策前搞清楚自己面临的风险。加杠杆买巴西国债面临的风险主要有:1)巴西国债价格风险:涉及到巴西经济的基本面(政府的信用评级变化),巴西的利率等宏观经济因素。2)巴西货币里尔的外汇风险。因为到最后投资者拿到手是美元。即使巴西国债升值,如果巴西货币贬值的话,投资者还是亏损。大体来说,货币的波动率要远高于债券价格本身的波动率。因此在这个交易中,货币风险甚至高于债券风险。3)波动风险。由于是加杠杆,因此当资产价格下跌X%时,会面临被强行平仓的风险。不管是国债价格下跌,还是货币大跌,都会导致价格波动并可能引发强行平仓。如果清楚了自己的风险,还决定要继续,可以考虑以下方法:1)DWS Brazil Bond fund: 该基金购买的目标就是巴西政府债券。相关信息在此: |
40 | 2018-05-15 09:07:57 | 伍治坚 | 擅长海外美元资产配置、指数基金 | 海外 | 不限 | 39 | 27525 | 实名认证 | {
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21 | 21 | 2018-05-02 05:41:09 | 1523530638000 | 直播用户消费的是一种互动内容。花钱的头部用户获得了主播绝大部份的关注,对于他们,观看直播是一个强互动+观赏表演的体验。不花钱的免费用户也不是完全得不到主播关注,稍微职业点的主播会尽量维护这个群体,这些用户观看直播,是一个观赏表演+弱互动的体验。无论是哪类用户,大家都是冲主播来的。只是侧重点不同,头部用户冲着跟主播的关系,免费用户冲着主播表演的内容。回到你的问题,即便没有免费用户,头部用户为了维护跟守护主播的关系,帮她赢比赛,或只为博美人一笑,该刷礼物的时候手一下也不会软。但话说回来,免费用户的减少对于平台而言肯定不算好事。 | 44 | 2018-05-15 10:47:03 | 刘志超 | 认同巴菲特,关注社交网络及游戏行业 | 北京 | 海淀区 | 445 | 60534 | 实名认证 | {
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1340 | 21 | 2018-05-02 05:41:09 | 1523530638000 | 直播用户消费的是一种互动内容。花钱的头部用户获得了主播绝大部份的关注,对于他们,观看直播是一个强互动+观赏表演的体验。不花钱的免费用户也不是完全得不到主播关注,稍微职业点的主播会尽量维护这个群体,这些用户观看直播,是一个观赏表演+弱互动的体验。无论是哪类用户,大家都是冲主播来的。只是侧重点不同,头部用户冲着跟主播的关系,免费用户冲着主播表演的内容。回到你的问题,即便没有免费用户,头部用户为了维护跟守护主播的关系,帮她赢比赛,或只为博美人一笑,该刷礼物的时候手一下也不会软。但话说回来,免费用户的减少对于平台而言肯定不算好事。 | 44 | 2018-05-15 10:47:03 | 刘志超 | 认同巴菲特,关注社交网络及游戏行业 | 北京 | 海淀区 | 445 | 60534 | 实名认证 | {
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22 | 22 | 2018-05-02 05:42:07 | 1524636742000 | 郭粉还没厌烦我的不多吧。既然这样咱们多聊两句。首先是我看的股票没有一支地产股,已经好几年了。我们属于错过恒大的一族,虽然并不后悔。不看地产股的一个原因是世界股票史里并没有地产股作为长期明星存在。话说回来,只看看中国香港这个地方,大陆这个地方,李嘉诚和许家印做了首富说明什么,华人爱房这个你懂的,爱屋及乌爱上地产股也是懂的。这会儿我在火车上,从一个山清水秀的地方回广东。来干嘛了,买了套房子,将来很多时间我是不会住“世界工厂”了。这次用了十年前广州一套房子的价格。可以说价格便宜到发指,对应这地的一流的空气和环境来说。我看到的场面是什么?买房靠抢,我也是秒抢了一套,连给第二个买家看楼的机会都不给。今年才四个月多,这里房价涨了两千。去年春节大概在七八千的房子现在是翻了一倍。这里没有人相信未来房价会不涨,卖给我的业主也狠狠地敲桌子,说五年涨到两万一平简直是妥妥他妈给妥妥开门,妥妥到家了。卖得跟割肉一般难受。恒大有个万亩超级大盘,看楼那天人山人海,那个场面和几年前广东一样,我们太熟悉这套路数。我们找找原因。你打开中国地图一看,西南西北的那些省份,一个省的人口三四千万,怎么理解这个数据的体量?那就是中国台湾、澳大利亚人口还要再加上一千万。而本地落后的人均财富在追赶,他们的购买力逐步走强。同时,高速的人口城市化进程把全省人口“驱赶”到省会城市,仅仅百万级别的流入量都要买掉海量的房子。那这些地区的房价比比台湾和澳洲,鸿沟巨大。我看见很多上海人广东人浙江人北京人买这里的房子,有投资的,有度假的,有养老的。这展示着着中国这个阶层有一个重大的需求一直在释放:自住房之外的购房需求。这就把一些砖家判断的“人均多少平米了够住了房产没有前途了”的看法给事实上否定了。我在十年前看见没有一套房子的几个本地人,现在平均拥有三套以上。设想中国人平均拥有这样一个数量级的房子,容量是否要重新计算?(为什么买三套?故事太长)另外一个原因十分重要,李克强的棚户区改造,几乎成为这种地方房价狂飙的巨大动力。可以说这股力量非常可怕。有些一穷二白的人拿到几百万的钱,自家房子被拆掉,必须去买房子。一个要死去的老人家突然拿到一百多万,一个刚刚出来打工的小伙突然拿到几百万,简直天上掉馅饼。注意!这些钱都是政府直接给的,十分爽快(当然政府会从房产商那里赚到更多)。于是,出现了一种政府不准开发商降价卖的场面,很搞笑也很合理。亲眼目睹拆迁爆发户的神奇故事,大拆大建的场面,我不断震惊。棚户区改造是一个真实的创富故事,你也可以说“创富游戏”。个人看贬义不多,更多的是正面的,有利于这些在追落后的地区来说。估值洼地是这类地区房价飙涨的又一个原因。这个就不多说了,是对应北上广深来说,他们的资金来购房完全不眨眼,这次我刚刚扮演了一回不眨眼的买家。最后,资金当然是决定房价的最核心因素。作为持港币的人士,在这次交易过程中,我又一次感受到中国对资金流出境外的控制是相当紧,央行超发的人民币超英赶美,长期以来一直被围困在这个国家,房子是必然去路,太多人的资金的无可选择的去路。地产股还能有那种恒大被砸到地上没人要的时候?那就是好的买入机会。现在是什么情况我觉得太复杂。我认为加息是伤害地产的,但是恒大和碧桂园这类巨鳄在吞噬国家的土地,在消灭中小房企,他们或许不是大的受害者。此刻是加息周期和全球金融危机隐现的时候,地产股是压力是大的,我是不会去碰。但是正如我这次买房的经历,中国局部地区,那些很好很便宜的房子,长期是很保值的,干脆说还要涨个十年吧。买地产股是买宏观,买一个房子是买局部,这是一个认知的选择。很巧,我一直也在思考这些问题,或许有帮助。 |
50 | 2018-05-15 15:17:12 | chris_jiang2002 | 从事风险管理,市场研究,管理咨询,IPO尽职调查。在本土公司与美资公司工作过,服务数百家跨国公司,工作地跨上海北京香港新加坡。投资港股美股自2008金融危机,原工作量已减,主力股市投资再创未来。 | 香港 | 不限 | 33 | 72414 | {
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41 | 22 | 2018-05-02 05:42:07 | 1524636742000 | 郭粉还没厌烦我的不多吧。既然这样咱们多聊两句。首先是我看的股票没有一支地产股,已经好几年了。我们属于错过恒大的一族,虽然并不后悔。不看地产股的一个原因是世界股票史里并没有地产股作为长期明星存在。话说回来,只看看中国香港这个地方,大陆这个地方,李嘉诚和许家印做了首富说明什么,华人爱房这个你懂的,爱屋及乌爱上地产股也是懂的。这会儿我在火车上,从一个山清水秀的地方回广东。来干嘛了,买了套房子,将来很多时间我是不会住“世界工厂”了。这次用了十年前广州一套房子的价格。可以说价格便宜到发指,对应这地的一流的空气和环境来说。我看到的场面是什么?买房靠抢,我也是秒抢了一套,连给第二个买家看楼的机会都不给。今年才四个月多,这里房价涨了两千。去年春节大概在七八千的房子现在是翻了一倍。这里没有人相信未来房价会不涨,卖给我的业主也狠狠地敲桌子,说五年涨到两万一平简直是妥妥他妈给妥妥开门,妥妥到家了。卖得跟割肉一般难受。恒大有个万亩超级大盘,看楼那天人山人海,那个场面和几年前广东一样,我们太熟悉这套路数。我们找找原因。你打开中国地图一看,西南西北的那些省份,一个省的人口三四千万,怎么理解这个数据的体量?那就是中国台湾、澳大利亚人口还要再加上一千万。而本地落后的人均财富在追赶,他们的购买力逐步走强。同时,高速的人口城市化进程把全省人口“驱赶”到省会城市,仅仅百万级别的流入量都要买掉海量的房子。那这些地区的房价比比台湾和澳洲,鸿沟巨大。我看见很多上海人广东人浙江人北京人买这里的房子,有投资的,有度假的,有养老的。这展示着着中国这个阶层有一个重大的需求一直在释放:自住房之外的购房需求。这就把一些砖家判断的“人均多少平米了够住了房产没有前途了”的看法给事实上否定了。我在十年前看见没有一套房子的几个本地人,现在平均拥有三套以上。设想中国人平均拥有这样一个数量级的房子,容量是否要重新计算?(为什么买三套?故事太长)另外一个原因十分重要,李克强的棚户区改造,几乎成为这种地方房价狂飙的巨大动力。可以说这股力量非常可怕。有些一穷二白的人拿到几百万的钱,自家房子被拆掉,必须去买房子。一个要死去的老人家突然拿到一百多万,一个刚刚出来打工的小伙突然拿到几百万,简直天上掉馅饼。注意!这些钱都是政府直接给的,十分爽快(当然政府会从房产商那里赚到更多)。于是,出现了一种政府不准开发商降价卖的场面,很搞笑也很合理。亲眼目睹拆迁爆发户的神奇故事,大拆大建的场面,我不断震惊。棚户区改造是一个真实的创富故事,你也可以说“创富游戏”。个人看贬义不多,更多的是正面的,有利于这些在追落后的地区来说。估值洼地是这类地区房价飙涨的又一个原因。这个就不多说了,是对应北上广深来说,他们的资金来购房完全不眨眼,这次我刚刚扮演了一回不眨眼的买家。最后,资金当然是决定房价的最核心因素。作为持港币的人士,在这次交易过程中,我又一次感受到中国对资金流出境外的控制是相当紧,央行超发的人民币超英赶美,长期以来一直被围困在这个国家,房子是必然去路,太多人的资金的无可选择的去路。地产股还能有那种恒大被砸到地上没人要的时候?那就是好的买入机会。现在是什么情况我觉得太复杂。我认为加息是伤害地产的,但是恒大和碧桂园这类巨鳄在吞噬国家的土地,在消灭中小房企,他们或许不是大的受害者。此刻是加息周期和全球金融危机隐现的时候,地产股是压力是大的,我是不会去碰。但是正如我这次买房的经历,中国局部地区,那些很好很便宜的房子,长期是很保值的,干脆说还要涨个十年吧。买地产股是买宏观,买一个房子是买局部,这是一个认知的选择。很巧,我一直也在思考这些问题,或许有帮助。 |
50 | 2018-05-15 15:17:12 | chris_jiang2002 | 从事风险管理,市场研究,管理咨询,IPO尽职调查。在本土公司与美资公司工作过,服务数百家跨国公司,工作地跨上海北京香港新加坡。投资港股美股自2008金融危机,原工作量已减,主力股市投资再创未来。 | 香港 | 不限 | 33 | 72414 | {
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23 | 23 | 2018-05-02 05:47:34 | 1493803934000 | 謝謝 | 87 | 2018-05-16 00:49:48 | 香港市場先生 | 港股资深投资者,善于发掘中小型价值股 | 香港 | 城市/地区 | 468 | 64716 | 实名认证 | {
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42 | 23 | 2018-05-02 05:47:34 | 1493803934000 | 謝謝 | 87 | 2018-05-16 00:49:48 | 香港市場先生 | 港股资深投资者,善于发掘中小型价值股 | 香港 | 城市/地区 | 468 | 64716 | 实名认证 | {
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24 | 24 | 2018-05-13 09:13:25 | 1525661518000 | 1. 算,Barron's连续好多年IB都是综合评分第一的折扣券商,不过说句实话,IB retail用户的入金账户数并不多,50万左右,虽然跟它入金要求比较高也有关系,但50万是很低了,TD Ameritrade 是1100万;2. 一般券商资金放在存托清算的银行账户里,一般这些资金与券商分离,但如果存托清算银行也一起挂掉的话,美股投资者每个账户仍然能至少拿回来50万股票+现金(其中最多25万现金)的 SPIC保护。 | 10 | 2018-05-14 15:58:10 | 陈达美股投资 | 擅长美股个股分析及规则解读 | 海外 | 不限 | 274 | 83084 | {
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25 | 25 | 2018-05-13 09:13:37 | 1526209607000 | 没有上下文,而且不是廉价劳动力。 | 11 | 2018-05-14 16:46:32 | Stevevai1983 | 职业统计学家,标准的耶鲁基金派价投 | 四川 | 城市/地区 | 127 | 75454 | 实名认证 | {
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26 | 26 | 2018-05-13 09:13:37 | 1526205749000 | 快去看儿科。 | 11 | 2018-05-14 16:46:32 | Stevevai1983 | 职业统计学家,标准的耶鲁基金派价投 | 四川 | 城市/地区 | 127 | 75454 | 实名认证 | {
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27 | 27 | 2018-05-13 09:13:37 | 1526097930000 | 去挂一个华西风湿科的号 | 11 | 2018-05-14 16:46:32 | Stevevai1983 | 职业统计学家,标准的耶鲁基金派价投 | 四川 | 城市/地区 | 127 | 75454 | 实名认证 | {
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28 | 28 | 2018-05-13 09:13:37 | 1526205728000 | 对于重度湿疹病人最简单的可行的办法就是等恒瑞的Jak1药物上市。。已经到2期了。 | 11 | 2018-05-14 16:46:32 | Stevevai1983 | 职业统计学家,标准的耶鲁基金派价投 | 四川 | 城市/地区 | 127 | 75454 | 实名认证 | {
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29 | 29 | 2018-05-13 09:13:37 | 1526088786000 | 不太了解这个公司。虽然成长的不快但是感觉挺稳定的。 | 11 | 2018-05-14 16:46:32 | Stevevai1983 | 职业统计学家,标准的耶鲁基金派价投 | 四川 | 城市/地区 | 127 | 75454 | 实名认证 | {
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30 | 30 | 2018-05-13 09:16:44 | 1525919051000 | 提升arpu,这个因果关系搞混了吧,ARPU=revenue/MAU,所以不是提升arpu,是在MAU不变的情况下,提升revenue从而导致arpu变高了。欧洲ARPU值低的原因可能有几个:1.欧洲移动互联网的渗透率低。全球来看,北美广告市场规模2000亿美金(2017年的数据,不同数据源可能差10%),欧洲中东和非洲三个地区加一起1300亿美金,亚太加一起1550亿美金,其中中国将近700亿。互联网广告渗透率在除了中国和美国之外的地方都还不足25%,所以其他地区的ARPU值肯定是低的,因为渗透率还没有上去。美国的互联网渗透率到42%了。 2. 欧洲的MAU还没有到饱和状态,同比增速还有7%左右,北美的MAU和DAU几乎全部饱和了,广告渗透率增速又快,所以看到的ARPU值很高。核心是:只要可以继续进行渗透,那么arpu值就可以继续更高,绝对不能说北美是26,欧洲是8,所以北美没空间了等等,这些逻辑上都是严重bug。所有的核心都是围绕着FB的广告系统ROI可以有多高,能抢占多少的市场份额。这个行业的基础增速是4%,FB和谷歌都维持了很多年高速增长,核心就是因为抢别人的份额。 |
22 | 2018-05-14 21:17:08 | 大隐于市谢强 | The best way to smart, is not to be stupid. | 海外 | 城市/地区 | 91 | 13357 | 实名认证 | {
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36 | 36 | 2018-05-13 09:21:32 | 1525674399000 | 您好,谢谢您的提问。1)我本人没有用过Schwab,因此不是很清楚Schwab是否接受大陆居民开设账户炒美股/美债。如果您指的是美国国债,那多半不行。但是大陆居民在其他一些券商账户开户的话,可以购买美债ETF。相关介绍在此: | 40 | 2018-05-15 09:07:57 | 伍治坚 | 擅长海外美元资产配置、指数基金 | 海外 | 不限 | 39 | 27525 | 实名认证 | {
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39 | 39 | 2018-05-13 09:21:32 | 1525745841000 | 都是追踪同一个指数,表现非常接近。主要要看指数基金的规模,费率,复制方法等。规模比较大,价格比较便宜的是:QQQ和ONEQ。其他还有几个,费用要贵一些,就不推荐了。纳斯达克综合指数的trailing PE目前在26倍左右, FWD PE在22倍左右。从历史上来看,1999/2000年互联网泡沫期间,纳指的估值曾经到达过疯狂的1800倍。所以一般不去看纳指的历史平均估值(数据发生严重扭曲)。如果回顾过去10年,纳指PE曾经在09年到达过60多倍。因此以目前的PE水平,不算太高。希望对您有所帮助。 | 40 | 2018-05-15 09:07:57 | 伍治坚 | 擅长海外美元资产配置、指数基金 | 海外 | 不限 | 39 | 27525 | 实名认证 | {
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43 | 43 | 2018-05-13 09:34:15 | 1524918341000 | 這隻股是山東股 公司賤價印股來派息 盈利增固定資產增得更快 很可能誇大盈利和固定資產 | 114 | 2018-05-16 06:11:39 | greatsoup | 熟悉港股制度条例,尤精通财技 | 香港 | 香港 | 69 | 63598 | 实名认证 | {
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44 | 44 | 2018-05-13 09:34:15 | 1519604250000 | 不建議加碼 只建議換股 如果所佔資金不大 可以先持 | 114 | 2018-05-16 06:11:39 | greatsoup | 熟悉港股制度条例,尤精通财技 | 香港 | 香港 | 69 | 63598 | 实名认证 | {
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45 | 45 | 2018-05-13 09:34:15 | 1516945235000 | 1. 公司轉手後已落入一些老千手上 其他人有暗手2. 管理層好多老千經驗3. 買一間證券行中4. 有些香港妖妖地專欄睇已經有老千特徵 | 114 | 2018-05-16 06:11:39 | greatsoup | 熟悉港股制度条例,尤精通财技 | 香港 | 香港 | 69 | 63598 | 实名认证 | {
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46 | 46 | 2018-05-13 09:34:15 | 1525941050000 | 是老千 之前在美國那隻四川古杉騙了不少錢 今次開包裝再上市 何況老闆是福清人 你懂的 | 114 | 2018-05-16 06:11:39 | greatsoup | 熟悉港股制度条例,尤精通财技 | 香港 | 香港 | 69 | 63598 | 实名认证 | {
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47 | 47 | 2018-05-13 09:34:15 | 1520421594000 | 1. 一通是正規的券商 只是交易系統較原始 我也有戶口在那邊 提入提出錢也沒問題2. 你可以親身來香港開戶 那1萬元就不用了 也支援PPS 操作 打進錢的速度比富圖快 | 114 | 2018-05-16 06:11:39 | greatsoup | 熟悉港股制度条例,尤精通财技 | 香港 | 香港 | 69 | 63598 | 实名认证 | {
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48 | 48 | 2018-05-13 09:34:15 | 1518653749000 | 謝謝你 祝狗年發大財 萬事如意 | 114 | 2018-05-16 06:11:39 | greatsoup | 熟悉港股制度条例,尤精通财技 | 香港 | 香港 | 69 | 63598 | 实名认证 | {
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49 | 49 | 2018-05-13 09:34:21 | 1507125145000 | 远离为秒。之前延迟刊发全年业绩,更改公司名字,TNE矿场生产计划延一年,股本重组,具有一系列仙股的特征。投资港股还是以大市值为主,也就是深港通覆盖的标的。 除此之外,建议关注 | 115 | 2018-05-16 06:12:14 | 港股牛 | 港股牛寓意为以恒久之心、老黄牛的踏实态度来研究风云变幻的香港证券市场,秉承风险为先的理念,通过价值评估+安全边际的方法来选择投资标的 | 北京 | 城市/地区 | 0 | 22558 | {
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50 | 50 | 2018-05-13 09:36:01 | 1518754457000 | 红包太大了,就不收了,谢谢兄弟。祝新年快乐! | 125 | 2018-05-16 06:37:19 | 投机倒把分子2129 | 专注于事件型套利 | 上海 | 不限 | 122 | 38069 | {
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51 | 51 | 2018-05-13 09:36:01 | 1514008284000 | 第一,现在绝不是买房的好时机,前两年已经大涨一波,房价已经翻番,短期内没有继续上涨的动力。就算房价不会大跌,未来还会上涨,也至少要有个三五年的修整期,修整期结束后再涨。所以,如果你能等,三年以后最坏情况也能买到和现价差不多的房子,但你的资金能在三年中享受其它收益。按揭的话,可以省三年利息。也就是说,就算你看好中国房价长期上涨,也要等到政府出政策鼓励买房的时候买,而不要在政府压制房价时买。另外,房价确实存在大幅下跌的风险,未来怎么走,要看政府怎么处理。 第二,是否应该换房,最简单的指标就是房子的租售比。如果南京的房子租售比高可以考虑换,如果目前房子的租售比高则没必要换。 | 125 | 2018-05-16 06:37:19 | 投机倒把分子2129 | 专注于事件型套利 | 上海 | 不限 | 122 | 38069 | {
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52 | 52 | 2018-05-13 09:36:01 | 1516010078000 | 价格非常低估,但长安目前的基本面有所恶化,有一定不确定性。B股中鲁泰B的确定性最强,长安B未来变数更大,可能高收益,也可能没想象的好。建议可以都配置一些,分散风险。另外张裕B也可以考虑配置一些。 | 125 | 2018-05-16 06:37:19 | 投机倒把分子2129 | 专注于事件型套利 | 上海 | 不限 | 122 | 38069 | {
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53 | 53 | 2018-05-13 09:36:17 | 1526005173000 | 你说的这些债券都不是AAA债券,按照最新的规定,个人即使有500万以上的资产都不能买入 | 128 | 2018-05-16 07:10:28 | 持有封基 | 丰富的量化投资经验,教你量化选基 | 上海 | 城市/地区 | 115 | 118929 | {
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54 | 54 | 2018-05-13 09:36:26 | 1524222970000 | 如果股票账户是文艺券商,最低收费一毛钱起,当然是股票账户低,万分之二,当然还有更低的。申购基金一般费率打一折,费率在千分之六左右。 | 129 | 2018-05-16 07:11:17 | 指数基金投资 | 量化投资ETF基金,争取获得年化20%的收益。 | 海南 | 海口 | 363 | 3005 | 实名认证 | {
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55 | 55 | 2018-05-13 09:36:56 | 1523163461000 | 哈哈,多虑了。如果我知道一定会大跌,肯定会全部卖出。问题是神仙也无法判断,如果全部卖出指数型基金,将来不一定能在低位买入,本想做个波段,结果成本越来越高。对贸易战,我没那么悲观,如果能倒逼中国改革开放,说不定经济发展得更好。看好中国才做多中国,若经济崩溃了拿现金也无用。即使出现大幅下跌,利用现金流不断定投就是,两手准备不去预测市场。 | 131 | 2018-05-16 07:40:52 | ETF财经奶爸 | 微信公众号:财经奶爸,关注话题: 1.定投;2.低风险投资;3.家庭资产配置。 | 省/直辖市 | 城市/地区 | 97 | 29508 | {
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56 | 56 | 2018-05-13 09:38:17 | 1525950460000 | 没有细则出台前,一律按照合同规定。合同受基金法保护,基金法规定,任何基金转型、清盘必须召开持有人大会,任何损害基金份额持有人的违反基金法的部委联合发文属于下位法。下位法中与基金法这个上位法抵触的条款属于无效条款。迄今为止,没有一只清盘的基金不经过持有人大会各个份额超三分之二占比同意就转型、清盘的违法案例出现过。我不可能就可能的部门可可能的违法行为做假设和预判,谢谢。 | 137 | 2018-05-16 08:51:25 | 紫葳侍郎 | 擅长分级基金套利 | 省/直辖市 | 城市/地区 | 26 | 119952 | 实名认证 | {
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57 | 57 | 2018-05-13 09:38:17 | 1525876292000 | 宝信转债转股价18.19元,正股下跌必然导致宝信转债的转股价值下跌,目前宝信转债的转股价值169.43元,现价157.34元折价7.14%,也就是说宝信转债现价买入到5月21日转股期可以承受宝信软件下跌7.14%而不亏损。 | 137 | 2018-05-16 08:51:25 | 紫葳侍郎 | 擅长分级基金套利 | 省/直辖市 | 城市/地区 | 26 | 119952 | 实名认证 | {
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58 | 58 | 2018-05-13 09:38:17 | 1525246507000 | 主要是政策风险,最坏结果是2020年底强制终止分级。如果终止分级按照参考净值计算,又违反和合同只能与深成指A配对赎回的条款。对于其他分级而言,永续转有期限,A的久期缩短为2年多,债性价值提升。但是深成指分级和恒生中企分级比较特殊,有同涨同跌区间,无下折,不会有下折巨亏风险。希望基金公司、证监会会稳妥处理这两个分级。当然,如果这两年半时间深成指遇到大行情大涨,深成指B的净值涨到1元以上也是有可能的。目前整体溢价2%,短期会有溢价套利份额大增。 | 137 | 2018-05-16 08:51:25 | 紫葳侍郎 | 擅长分级基金套利 | 省/直辖市 | 城市/地区 | 26 | 119952 | 实名认证 | {
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59 | 59 | 2018-05-13 09:40:27 | 1525406324000 | 新能源汽车确实是个充满想象力的产业,空间很大。目前的估值也不高,看好确实可以分批买入。该指数不好的一点就是材料(钴和锂占比高),与有色的走势密切相关,容易受到到相关材料价格走势的影响,如果风险承受能力不强,建议不要配置太多。由于技术(主要是电池)的不断进步,强者恒强的格局可能会产生变动,特别是当一种更先进的技术出现时。指数基金方面,国泰新能源汽车(160225)表现稍好。主题基金方面,可关注申万新能源汽车混合(001156),后者会做些人工选择和干预,近1年走势也表现较好。长期投资中,为了保持组合的稳定性,建议配置医疗保健、信息技术、消费主题和高分红指数等做个组合,动态平衡,获取稳健的回报。可参考我以前提出的熊指和牛指组合。如果希望获取轮动的高收益,可以参照 | 154 | 2018-05-16 15:19:43 | 似曾相识81 | 更少的基金+更好的收益!公众号:基少成多或jscd1981。 | 广东 | 不限 | 128 | 33908 | 实名认证 | {
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60 | 60 | 2018-05-13 09:41:03 | 1525922599000 | 一个字,会! | 157 | 2018-05-16 15:49:56 | 华宝油气 | 全网最懂原油的一姐——“油气姐”是也O(∩_∩)O~华宝油气(162411),原油投资利器,T+0便捷交易。原油投资,就在这里! | 上海 | 不限 | 1999 | 62746 | {
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61 | 61 | 2018-05-13 09:41:21 | 1524316529000 | 这钱我收了,谢谢! | 159 | 2018-05-16 16:06:35 | 阿土哥a | 关注低风险投资机会 | 福建 | 城市/地区 | 436 | 81474 | 实名认证 | {
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62 | 62 | 2018-05-13 09:41:21 | 1524311399000 | 感恩! | 159 | 2018-05-16 16:06:35 | 阿土哥a | 关注低风险投资机会 | 福建 | 城市/地区 | 436 | 81474 | 实名认证 | {
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63 | 63 | 2018-05-13 09:41:21 | 1524311301000 | 感恩支持! | 159 | 2018-05-16 16:06:35 | 阿土哥a | 关注低风险投资机会 | 福建 | 城市/地区 | 436 | 81474 | 实名认证 | {
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64 | 64 | 2018-05-13 09:41:21 | 1524311025000 | 谢谢,人人有责。 | 159 | 2018-05-16 16:06:35 | 阿土哥a | 关注低风险投资机会 | 福建 | 城市/地区 | 436 | 81474 | 实名认证 | {
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65 | 65 | 2018-05-13 09:42:37 | 1524981402000 | 1、人的时间是稀缺的,既然你花在股票、基金上的效果比明显,建议把时间花在小孩教育上,父母的言传身教比所谓的学区房管用得多。2、从未来一两年的维度看收益,基金最好,股票次之,房子最差,其实这个排序是比差的结果。房子基本是都在顶部坐等利空,股票只有部分是在顶部坐等利空,更多股票是在底部坐等利好,如果你不会挑,交给基金经理是个办法,节约时间出来陪小孩吧。3、房产税的具体草案五六月份就会出来,按现价评估值,税率0.1~1%之间累进,想免征的话需要提供低收入证明去申请,房子稍微多的就可以参考1%吧,房子的投资属性会大打折扣。 | 167 | 2018-05-16 16:54:24 | 肖志刚 | 天弘永定基金经理 | 陕西 | 未知 | 55 | 52870 | {
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66 | 66 | 2018-05-13 09:42:58 | 1520584696000 | 通过资产负债表计算股票的pe,然后计算全部a股的中值。不需要剔除负值。中位数pe不剔除负值,负值排序在最后就好了// | 170 | 2018-05-16 17:01:10 | 驽马-估值温度计 | 保守,量化 | 上海 | 城市/地区 | 148 | 17684 | 实名认证 | {
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67 | 67 | 2018-05-13 09:42:58 | 1517664595000 | 你好,首先回复你市值的问题全部股票池的市值中位数是83亿因为每年选的股票都不一样,所以我统计每年和全部的市值中值,供参考 | 170 | 2018-05-16 17:01:10 | 驽马-估值温度计 | 保守,量化 | 上海 | 城市/地区 | 148 | 17684 | 实名认证 | {
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68 | 68 | 2018-05-13 09:42:58 | 1517647872000 | 你观察的很仔细,不过我的温度计算使用10年移动数据。在温度表的下面有说明温度 : 当前PB中值在最近10年的历史数据中的百分位 ,例如2017年9月29日温度=50度表示当前的估值处于过去10年(20081001-20170929)中里50%的位置,估值风险不高不低例如,2012年12月3日的12度,是20021204 ~ 20121203这10年的数据来计算温度的。同样,现在的2度是根据20080203~20180202这10年的数据计算的。二者的数据区间不同,即使是同样的PB,也会有不同的温度。 | 170 | 2018-05-16 17:01:10 | 驽马-估值温度计 | 保守,量化 | 上海 | 城市/地区 | 148 | 17684 | 实名认证 | {
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69 | 69 | 2018-05-13 09:43:22 | 1526109134000 | 银华的收益会在次日全部体现在净值上,从交易价格体现出来,年底一次性分红除权;持有华宝期间,收益会一直记录在账上,但不会体现出来。除非满足以下其中任一个条件:一是收益达到100元,账上就会多出1份华宝添益;二是当全部卖出或者赎回后的t+2日,收益到账。银华交易价格低于净值时,可以拿着不操作。 | 172 | 2018-05-16 18:19:26 | 饕餮海 | 擅长投资、人事、项目管理、文学及医学 | 四川 | 不限 | 828 | 68414 | 实名认证 | {
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70 | 70 | 2018-05-13 09:43:22 | 1526014547000 | 好的,谢谢。 | 172 | 2018-05-16 18:19:26 | 饕餮海 | 擅长投资、人事、项目管理、文学及医学 | 四川 | 不限 | 828 | 68414 | 实名认证 | {
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71 | 71 | 2018-05-13 09:43:22 | 1526108526000 | 收到,谢谢。今天更能让人感受生命的宝贵。 | 172 | 2018-05-16 18:19:26 | 饕餮海 | 擅长投资、人事、项目管理、文学及医学 | 四川 | 不限 | 828 | 68414 | 实名认证 | {
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72 | 72 | 2018-05-13 09:46:39 | 1513132898000 | 合格投资者是相对公众投资者(或叫普通投资)而言的。根据交易所相关规定,投资者被分为专业投资者、合格投资者、公众投资者。前两者有资金门槛和交易经验要求。2017年7月1日实施的《证券期货投资者适当性管理办法》,和同时修订后实行的《交易所债券市场投资者适当性管理办法》规定: 个人申请“专业投资者”要求:2年以上证券交易经验,最近1年末金融资产不低于500万。这个500万以时点计算,即今天达到500万,过一晚下个交易日可申请为专业投资者。 个人申请“合格投资者”要求:2年以上证券交易经验,申请前20个交易日日均金融资产不低于500万。-------------------------------------------------------------------- 要求适当性管理办法,不同的投资者可以买不同的债券: 个人合格投资者可以买交易所上市的全部了债券,但不可以买:(一)债券信用评级在AAA以下(不含AAA)的公司债券、企业债券(不包括公开发行的可转换公司债券);(二)非公开发行的公司债券、企业债券;(三)资产支持证券;(四)本所认可的其他仅限合格投资者中的机构投资者认购及交易的债券。 本所提供转让服务的暂停上市债券仅限合格投资者中的机构投资者买入。 公众投资者可以买:(一)国债;(二)地方政府债券;(三)政策性银行金融债券;(四)公开发行的可转换公司债券;(五)符合《公司债券发行与交易管理办法》和本所《公司债券上市规则》规定条件,面向公众投资者公开发行的公司债券;(六)本所认可的其他债券品种。------------------------------------------------------------------------《公司债券发行与交易管理办法》和本所《公司债券上市规则》中,又规定, 出现以下情形之一的,实行投资者适当性管理(那合格投资者才能买):1.发行人主体评级或债项评级为AA-级以下(含),或主体评级为AA级且评级展望为负面;2.发行人最近1个会计年度经审计的财务报告显示为亏损或经更正的财务报告显示为亏损的;3.发行人发生严重违反法律、行政法规、部门规章或者合同约定的行为,或者被证券监管部门立案调查,严重影响其偿债能力的;4.发行人生产经营情况发生重大变化、严重影响其偿债能力的;5.本所规定的其他条件。 按这个规定,出现以上5条中1条,债券和可转债就要加Q,就只能合格投资者买。你看到的17浙报EB就是加Q的债。 |
187 | 2018-05-16 21:52:22 | 优美 | 擅长房产、债券、分级基金 | 广东 | 城市/地区 | 76 | 59123 | {
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73 | 73 | 2018-05-13 09:47:01 | 1522315972000 | 首先,烦请看下我之前的一些文章,可能会有帮助:人生不同阶段的保险选择(序篇:购买保险前的重要提示): | 189 | 2018-05-16 22:16:44 | 资深保险人丘斌斌 | 保险行业从业20年,寿险产品专家 | 北京 | 海淀区 | 142 | 41303 | 实名认证 | {
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74 | 74 | 2018-05-13 09:47:01 | 1524831128000 | 比较难办小三阳可能一般公司还能限定承保,承保以后会免除肝脏相关癌症病变等方面的责任,那么你的目的就会落空了。HPV更是难,基本上都不予承保,拒保,所以你这个想法基本很难实现。即便是有健康险能除外承保,也就是你既往的问题不予承保,那么也和你的基本思路不符了。保险都是给健康体的产品,这类次标体,就算承保也是对你还未发生的风险承保。而且你目前能承担的保费,也只能选择网销产品,网销产品的核保更加严格,所以这个问题基本无解。非常遗憾。 | 189 | 2018-05-16 22:16:44 | 资深保险人丘斌斌 | 保险行业从业20年,寿险产品专家 | 北京 | 海淀区 | 142 | 41303 | 实名认证 | {
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75 | 75 | 2018-05-13 09:47:15 | 1523693598000 | 不能投保是因为网销的原因,像你说的这种情况,恢复正常后,人工核保审核是可以标准体通过的。 | 191 | 2018-05-16 22:20:38 | 小核保员 | 核保经验丰富,擅长投保疑难解答 | 山东 | 城市/地区 | 29 | 16056 | 实名认证 | {
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76 | 76 | 2018-05-13 09:47:15 | 1522060344000 | 单独沟通 | 191 | 2018-05-16 22:20:38 | 小核保员 | 核保经验丰富,擅长投保疑难解答 | 山东 | 城市/地区 | 29 | 16056 | 实名认证 | {
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77 | 77 | 2018-05-13 09:47:15 | 1524874001000 | 已单独沟通。 | 191 | 2018-05-16 22:20:38 | 小核保员 | 核保经验丰富,擅长投保疑难解答 | 山东 | 城市/地区 | 29 | 16056 | 实名认证 | {
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78 | 78 | 2018-05-13 09:47:15 | 1523069186000 | 已单独沟通。 | 191 | 2018-05-16 22:20:38 | 小核保员 | 核保经验丰富,擅长投保疑难解答 | 山东 | 城市/地区 | 29 | 16056 | 实名认证 | {
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79 | 79 | 2018-05-13 09:49:15 | 1525054343000 | 目前,整个a加h我个人还找不出比兖州煤业h估值更低的优质资产。 如果有也欢迎推荐。 第一,盈利能力放宽到行业前百分之30。 第二,pe低于5。 第三,短期2年无忧,长期十年无忧。 别三个月无忧即可。 如果有低于兖州煤业h的,欢迎推荐,我是没发现。或许确实有,反之,就算有,估计也不多,那么兖州h也属于不多的几个低估。 不跟风,坚持。 | 203 | 2018-05-16 23:04:13 | 人淡若菊 | 来啊,造作啊 | 江苏 | 淮安 | 0 | 62613 | 实名认证 | {
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80 | 80 | 2018-05-13 09:49:15 | 1523587036000 | 低估值的公司,可以忽略波动。 为什么当时提出天能,主要还是因为天能在行业有品牌溢价,而成本控制方面大家应该相差不大。 其实投资股票,本身就是一个很简单的道理,而且这个道理也说过很多次了。 别人不赚钱,你能赚钱就足够。任何一个行业一旦暴利,一定会带来供给增加,无论如何垄断,比如之前的钾肥,稀土等等。别奢望垄断,更别眼红产品涨价,坚持一个原则,只拿金字塔顶端的资产。 如果是成本控制后百分之50的资产,根本没长期投资价值,一旦价格上涨,那些垄断,限产,错峰生产,停产都是一层薄纸。 天能这家企业,基本上可以做到,他赚钱,别人不赚钱,所以,只要这个行业存在,他会活的自然,只需要关心锂电池替代即可,其余无须关系。 | 203 | 2018-05-16 23:04:13 | 人淡若菊 | 来啊,造作啊 | 江苏 | 淮安 | 0 | 62613 | 实名认证 | {
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81 | 81 | 2018-05-13 09:49:15 | 1525074758000 | 买入兖州煤业的两个逻辑一直没变。 第一个,煤炭行业成本分化严重,这个几乎是煤炭行业资深研究员的感慨,和前面10年最大的变化就是,有的活的滋润,有的活的不是太好。兖州煤业的吨煤盈利能力上市公司层面一直名列前茅。 第二,继续维持商品走强的逻辑。这点依然没变,今年电力需求预计还是比去年大幅度增长。未来10年内,中国用电没见衰减的迹象。 两个逻辑没变,所以并不影响我个人对兖州煤业的判断,但是也依然清醒的看到合同煤的增加是导致兖州煤业销售收入下降的一个主要原因,另外成本的上升,导致一增一减,而使得利润低于原先预期。当然,公司释放业绩的动力也不强。 以上是个人实事求是对兖州煤业的理解。可能有一些地方理解不到位。 | 203 | 2018-05-16 23:04:13 | 人淡若菊 | 来啊,造作啊 | 江苏 | 淮安 | 0 | 62613 | 实名认证 | {
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82 | 82 | 2018-05-13 09:49:15 | 1523778563000 | 降低电价,主要是说降低工商业电价,这部分价格本身就很高。而具名电价和火电上网电价没任何下降的空间。整个上网电价部分有下降空间的主要来自两大部分,第一新能源补贴会逐步减少,新能源上网电价有下降空间,但是可以肯定的说,新能源的发电成本已经越来越明显出现瓶颈,光伏环节目前多原料多晶硅到硅片,到控变,逆变这块,唯一能看到的成本下降空间主要就是把多晶硅制造迁移到新疆去,原因是新疆煤炭便宜,也就是还是取决于煤炭价格。而风电最优质的风力资源已经不多了,想找风速大于5米每秒的稳定风源越来越少,新能源一下上的太多,给人无限的感觉,但是这种资源确实越来越少。核电这块还是看看台山核的造价。 煤炭清洁化运用,是比较廉价的能源方式。而煤炭确实是非常稀缺的品种,很多投资者无法感受到煤炭如何稀缺。今年截止4月10日,坑口的库存比去年其实是下降的。目前比较多的主要就是港口和沿海电厂。但是这些库存相信未来几周后就会回到合理水平。下面就没煤炭什么事情了,下面的事情,就看下游转嫁成本的能力了。目前的用电量还是非常猛的,基本都是比去年高10个点。 目前的焦煤生产企业已经很赚钱了。比如首钢资源有3个煤矿,大概产煤400万吨,还有配套焦化企业,总净利润8亿多人民币。也证明焦煤企业利润已经普遍很好了。而消费地区域的山东兖州煤业旗下的赵楼矿,去年产原煤240万吨,净利润7亿,这个矿去年产量太少,今年预计产原煤400万吨,估计这个矿如果量产400万吨,净利润不会低于16亿的。赵楼矿也是焦煤,从侧面看出焦煤企业活的很滋润了,18年底兖州煤业的万福矿也是焦煤产量可以做到200万吨,也会投产。 焦煤主要用于炼钢,钢铁未来10个点的增长,或者稳步增长的概率不大,但是电力使用稳步增长的概率还是非常大的。所以长远看各种煤炭品种使用还是有保证的。 耐心等等,兖州煤业目前看,基本上可以确认是行业的增长之王。 |
203 | 2018-05-16 23:04:13 | 人淡若菊 | 来啊,造作啊 | 江苏 | 淮安 | 0 | 62613 | 实名认证 | {
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83 | 83 | 2018-05-13 09:52:58 | 1525591183000 | 哈哈,你这个问题浪费钱了,因为我无法准确回复你的问题,因为我不了解你的性格或者说股市的操作模式。在此,我只能说我自己是满仓,且绝大多数时间是满仓,拿着人民币不舒服,换成股权就舒服。 | 221 | 2018-05-17 03:58:28 | 东博老股民 | 擅长传统行业内在价值的分析研究 | 上海 | 城市/地区 | 210 | 354537 | 实名认证 | {
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84 | 84 | 2018-05-13 09:54:32 | 1526201252000 | 老刘此篇也是花费了不少精力,按照要求相同观点不提了,提些不同看法:1.高估估值部分..市值/资产这项指标意义不大,其实就是PB以杠杆率作为系数调整后的数据,PB\\PE\\RO三项指标已经足够了。根据2017年的数据就得出“贵阳银行低估”的结论,我不认为妥当。2。经营业绩部分.拨备前利润一般采取税前利润+拨备,这样能剔除所得税的影响,南京银行一季报表现不错,不过,年报业绩是有波动的,季报波动更不足为奇.第一部分采用的数据是2017年,第二部分提前到2014年,我觉得数据口径要一致.这样更能体现出公平.3资产\\营收\\股权收益三者的增长率,我觉得指标直接用你所说的"股权收益增长率"就行了,前两者意义小点.即使时间拉长到3年.4.零售银行不能只用零售存款,还要用零售贷款指标,文中是缺乏这一数据的.这一数据是利差稳定性的重要依据.5"资产结构变化"这一段明显有误,存款是负债端,把存款放资产端是不对的.把两者并列分析,看不出有何逻辑关系,更不能推导有什么结论.已转发. |
231 | 2018-05-17 09:35:30 | 处镜如初 | 擅长发现低估值行业投资机会 | 广东 | 揭阳 | 196 | 175954 | 实名认证 | {
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85 | 85 | 2018-05-13 09:54:32 | 1525476024000 | 以前把投资当业余爱好,后来发现工作是鸡肋,所以把鸡肋丢了,把爱好当职业。 | 231 | 2018-05-17 09:35:30 | 处镜如初 | 擅长发现低估值行业投资机会 | 广东 | 揭阳 | 196 | 175954 | 实名认证 | {
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86 | 86 | 2018-05-13 09:54:39 | 1511790361000 | 他还是他,整个市场中小盘股的水位降下来了,他也是其中一份子,所以能给他的估值也要下来,所以买卖股票不但要看自己,还要看行业,看市场。 | 233 | 2018-05-17 12:31:48 | 般若波罗蜜 | 对价值投资、周期、供需关系等深入研究 | 江苏 | 南京 | 445 | 54878 | 实名认证 | {
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87 | 87 | 2018-05-13 09:55:03 | 1518692495000 | 也祝您新春快乐。我不收大红包,若只是为了新年图个吉利,你换个小小红包吧。 | 236 | 2018-05-17 12:45:39 | 股海十三年 | 不争论,不比较,只想当个安静的投资者。在选择关注我之前,请浏览我在天涯论坛上的帖子,网址:http://bbs.tianya.cn/post-stocks-1062591-1.shtml 本人并没有在天涯论坛和雪球网留下任何联系方式,也没有其它雪球帐号,诸君务必提高警惕,以免受骗。 | 广东 | 城市/地区 | 114 | 71090 | {
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