坦白說,我對99 Speedmart的增長前景不太有信心。一方面,如果它無法提供可觀的年增長,那麼其超過30倍市盈率很難合理解釋(然而,考慮到馬來西亞有多少家99 Speedmart店,市場可能已達到飽和)
已翻譯
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Notion has declined by more than 40% from its all time high of RM2+ despite its extremely strong quarter 2 results ( judging from revenue snd EPS) and favourable industry prospects. As such, the drop in the price of Notion appears to have been driven by panic selling (given that there has been no deterioration to the fundamentals of the company whatsoever)
As value investors, the saying that one should not catch a falling knife is not entirely accurate. I...
As value investors, the saying that one should not catch a falling knife is not entirely accurate. I...
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分析師評級/報告
值得一提的是,所有42位分析師都給予亞馬遜買入評級,目標價為200美元(約比上一個收市價181.30美元高10%)。如果不是所有的分析師,大多數都預計Amazon Web Services(AWS)和廣告收入將推動亞馬遜的增長,延續我們在過去幾個季度看到的健康增長。
策略/注意事項
1)分析師評級,一如既往地...
值得一提的是,所有42位分析師都給予亞馬遜買入評級,目標價為200美元(約比上一個收市價181.30美元高10%)。如果不是所有的分析師,大多數都預計Amazon Web Services(AWS)和廣告收入將推動亞馬遜的增長,延續我們在過去幾個季度看到的健康增長。
策略/注意事項
1)分析師評級,一如既往地...
已翻譯
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Against the backdrop of tech stocks sell-off, with Nvidia stock price down a staggering 16.5 % this month, I was amazed that I managed to make modest gains from Amazon. As I only purchased my Amazon stocks in mid -July where investors appeared increasingly wary of the growth prospect of tech stocks, I thought further decline in the stock prices of tech stock were inevitable (in the short term)
I lerned that market/investment sentiment change rap...
I lerned that market/investment sentiment change rap...
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