haroit27
评论了
$阿里巴巴 (BABA.US)$ Good opportunity to add. $77 likely to be a strong support. Even without a cloud spin off, business as usual, improves in margin, operation excellence, stronger OI, good FCF.
5
7
haroit27
评论了
$吉宝数据中心房地产信托 (AJBU.SG)$
lol DPU下跌了3%,但股价在两天内下跌了10%,是时候加仓了
lol DPU下跌了3%,但股价在两天内下跌了10%,是时候加仓了
已翻译
3
5
$恒生科技指数 (800700.HK)$ LOL chill guys. It is falling because broad market (Including US market) is so. Nothing we can do here.
haroit27
评论了
$阿里巴巴-W (09988.HK)$ 我最近看到很多关于是否平均的讨论。基于以下原因,我更倾向于不平均:-
1. 美国加息...对股票总体而言,尤其是成长股来说是不利的。
2. 广泛媒体报道预测即将出现深度调整,导致情绪疲软。
3. Covid 19后货币政策收紧。
4. 高杠杆者将面临更多追缴保证金的压力。
三思而后行。不...
1. 美国加息...对股票总体而言,尤其是成长股来说是不利的。
2. 广泛媒体报道预测即将出现深度调整,导致情绪疲软。
3. Covid 19后货币政策收紧。
4. 高杠杆者将面临更多追缴保证金的压力。
三思而后行。不...
已翻译
9
13
haroit27
评论了
$AMC院线 (AMC.US)$ stock closed at roughly 15 times it's 52-week low when the market closed on Friday. That's still down more than 100% from its 52-week high of $72.82, but it's still enough to give the money-losing movie theater company a market cap of nearly $15 billion.
Some of those gains have come because the company has become a meme stock and many people bought shares, not because of AMC's merits but because there was heavy short interest in the stock. Others, however, have held onto their shares in the company because they see the movie business making a comeback when the pandemic becomes nothing more than an unpleasant memory.
Basically, a return to normal leaves AMC selling fewer tickets than its needs to make a profit. Ticket sales are, of course, not the only revenue source for the movie theater company but fewer people in the theaters means fewer people to sell popcorn, soda, and whatever else to.
The pandemic accelerated a trend that was already hurting the movie business, When people have the option to watch so much theater-quality television without leaving their house (think any of the signature $迪士尼 (DIS.US)$ on the Disney+ streaming service or the prestige shows that everyone from $奈飞 (NFLX.US)$ to HBO seem to produce in ever-increasing numbers), it's simply a higher bar to get people to go to theaters.
Some of those gains have come because the company has become a meme stock and many people bought shares, not because of AMC's merits but because there was heavy short interest in the stock. Others, however, have held onto their shares in the company because they see the movie business making a comeback when the pandemic becomes nothing more than an unpleasant memory.
Basically, a return to normal leaves AMC selling fewer tickets than its needs to make a profit. Ticket sales are, of course, not the only revenue source for the movie theater company but fewer people in the theaters means fewer people to sell popcorn, soda, and whatever else to.
The pandemic accelerated a trend that was already hurting the movie business, When people have the option to watch so much theater-quality television without leaving their house (think any of the signature $迪士尼 (DIS.US)$ on the Disney+ streaming service or the prestige shows that everyone from $奈飞 (NFLX.US)$ to HBO seem to produce in ever-increasing numbers), it's simply a higher bar to get people to go to theaters.
14
9
haroit27
评论了
$富途控股 (FUTU.US)$I’m just wondering what happens to our stock if futu crash
3
9
haroit27
评论了
$富途控股 (FUTU.US)$
Guys lets view this rationally. I just finished my homework.
This statemement by 孙天琦 (The monetary stability guy in China who issued this damming statement), was delivered as part of a public think tank event in China (Link below). The statement was purely his personal opinion, not some statement issued out of Regulator's office. This is likely just his personal opinion.
Also, this was also not the first time he said something like this. In Jan 2020, he said something similiar too (Link attached). Cross border payment have been always his focus of work. Be it this statement or 2020's stateemnt, he have been vocal over the legality of "Cross border payment". Likely his concern is that China resident will use this loophole to launder money and buy shares overseas.
I think this is just another case of high profile ppl's slip of mouth, thereby causing market crash. His word have been taken wildly out of context and overblown.
1.) Sun's previous comment.
http://finance.sina.com.cn/zl/china/2020-01-10/zl-iihnzahk3176509.shtml
2.) Full news on this current statement
http://finance.people.com.cn/n1/2021/1028/c1004-32267651.html
Guys lets view this rationally. I just finished my homework.
This statemement by 孙天琦 (The monetary stability guy in China who issued this damming statement), was delivered as part of a public think tank event in China (Link below). The statement was purely his personal opinion, not some statement issued out of Regulator's office. This is likely just his personal opinion.
Also, this was also not the first time he said something like this. In Jan 2020, he said something similiar too (Link attached). Cross border payment have been always his focus of work. Be it this statement or 2020's stateemnt, he have been vocal over the legality of "Cross border payment". Likely his concern is that China resident will use this loophole to launder money and buy shares overseas.
I think this is just another case of high profile ppl's slip of mouth, thereby causing market crash. His word have been taken wildly out of context and overblown.
1.) Sun's previous comment.
http://finance.sina.com.cn/zl/china/2020-01-10/zl-iihnzahk3176509.shtml
2.) Full news on this current statement
http://finance.people.com.cn/n1/2021/1028/c1004-32267651.html
10
4
haroit27
评论了
$富途控股 (FUTU.US)$ 好吧,这里的讨论是明智的。
根据年度报告,富途似乎已获得金管局的完全许可,可以在香港开展业务(1至9类许可证)。其法律实体主要在香港设立,在中国只有两个实体。我找不到太多关于他们客户分布的信息,但我猜他们的大多数客户都在中国(香港、新加坡)以外。
你认为市场的恐慌模式是合理的,还是只是盲目恐慌?
老实说,这次价格上涨使我精疲力尽。但我需要知道这是否合理。
根据年度报告,富途似乎已获得金管局的完全许可,可以在香港开展业务(1至9类许可证)。其法律实体主要在香港设立,在中国只有两个实体。我找不到太多关于他们客户分布的信息,但我猜他们的大多数客户都在中国(香港、新加坡)以外。
你认为市场的恐慌模式是合理的,还是只是盲目恐慌?
老实说,这次价格上涨使我精疲力尽。但我需要知道这是否合理。
已翻译
13
12
haroit27 : 嘿啊兄弟,买这个柜台是我今年做过的最好的决定