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[转贴] 浅谈Q3 季度报告 - Harryt30

Tan KW
Publish date: Thu, 01 Dec 2016, 10:32 AM
Tan KW
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浅谈Q3 季度报告

 

 

 

投资组合的持股出炉了，有惊喜也有意外。虽然有几家公司盈利破新高，但是股价在市场低迷的情况下见红。总体来说，两成持股的盈利不符合笔者的预期，其余都有不同程度的成长。如果满分10分，我会给这次的业绩7.5分。

市场大约70%的公司盈利下滑或者亏损，盈利成长的幅度也放缓。未来会更具挑战，但这些都是必经之路，也是很好的学习机会。12月会为2017年重组投资组合，持股会因为业绩以及公司未来的成长而增持/卖出。

暂时组合偏向股息股，美金股，种植股以及建筑。明年会如何，必须根据局势以及个股表现来决定。身为投资者，功课我已经做足。但是市场不理智的时候，股价见红不是笔者可以控制的。

我要的是价值，股价交给市场。

***MITRA建筑股的成长以及放缓，笔者也跟它说bye bye了。祝福M股未来会更好，毕竟它为我赚过不少钱。

Harryt30

 

 

 

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2 people like this. Showing 1 of 1 comments

Mini Bull

you hard sell it before , isn't it?

2016-12-01 11:07

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