Mikey Sheung Wan
评论了
According to the latest FMS by BofA, sentiment towards the Chinese market has improved among fund managers. For the first time since last September, the number of respondents overweighting Chinese assets is equal to those underweighting them.
However, 74% of the participants think a structural de-rating is underway for the China equity market.
$阿里巴巴 (BABA.US)$ $阿里巴巴-W (09988.HK)$ $腾讯控股 (00700.HK)$ $腾讯控股(ADR) (TCEHY.US)$ $百度 (BIDU.US)$ $百度集团-SW (09888.HK)$ $KraneShares中国海外互联网ETF (KWEB.US)$
However, 74% of the participants think a structural de-rating is underway for the China equity market.
$阿里巴巴 (BABA.US)$ $阿里巴巴-W (09988.HK)$ $腾讯控股 (00700.HK)$ $腾讯控股(ADR) (TCEHY.US)$ $百度 (BIDU.US)$ $百度集团-SW (09888.HK)$ $KraneShares中国海外互联网ETF (KWEB.US)$
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出售JBb Builders国际股票的不情愿源于持续的营业收入增长潜力。公司的营业收入增长超过更广泛的行业预测,维持其高P/S比率。在稳定的情况下,预计强劲增长将支撑股票蓬勃发展的价格。
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Mikey Sheung Wan
赞并评论了
Gemilang International的糟糕业绩可能会让股东感到失望。尽管每股收益和营业收入下降,CEO的高额补偿可能成为一个问题。三年来-73%的回报率表明对CEO进行过高支付是不明智的。
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