Terms and condition

 

Terms & Conditions

T&C

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This site strictly prohibits any party from copying and distributing in any way (online or offline). The works on the website as well as images, logos, text and other such information are the property and intellectual property rights of 80msociety.blogspot.com (unless otherwise stated).

 

Disclaimer

All content provided on this site is our personal effort and knowledge sharing. All decisions must be made after careful consideration and professional opinions. This site will not attach any responsibility for the profit or loss of any person or any aspect.

Although this site strives to make the information displayed on our site completely accurate and tries to keep it as up-to-date as possible, in some cases, some of the information you find on the site may be out of date.

80msociety reserves the right to make any changes or corrections to the information you find on the website at any time without notice.

This site also reserves the right to change and modify the above terms and conditions of use.

Tencent 分析

2018 EPS 9.525 HKD。Profit Margin 最高的遊戲業務增幅減少至大約15%，網絡廣告同其他收入保特高速增長，但因Profit Margin 較低，利潤提振較少。今年除非食雞有得賺錢，遊戲業務都是低增幅，估計全年EPS 升20%，大約 $11.5，三十倍PE=$345，廿五倍PE=287.5，三十五倍PE=402.5，四十倍PE=460。破四百要有重大利好消息或市場氣氛極熱。

跌破29900

HSI 跌破29900，要風險管理一些，增加現金水平。先平了939 Short Put + Long Call，博追落後失敗，再止賺了平保，大市之後要升必有平保的份，往後必要補回。美股止賺了WDAY，減少少NVDA CRM。減少少攻擊股，提升了現金，往後回調有機會再加。事實上最近價位巳很難買得落手。

保護自己的錢

Whatsapp Group 上轉來XXX公司的廣告，話借一球给他們一年有八厘是fixed Income 的product。其實蝦人唔識，冇抵押冇評级冇第二市場冇公司盤數睇，講個信字借一球，要買我寧願信女首富買恆大債，10.5厘啊。希望唔是迷債翻版。投資千萬要小心，保護本金最重要。

四月第一星期

四月一開始港股就因PMI好過預期勁升超過一千點。組合這一浪開始跟唔上。主要是主力的Reits回氣，指數股只有平保同中銀香港力挺。

平了1109,27,2333的Short Put，清了1038換了長和同新創建。2588竟然大幅回升，息率也未免低了一點，之前沽了選擇了中飛以乎要再等一下。正通同建滔板也有回升。加了808,特步。Short Put 了 2388,939,1。短炒1030也失敗。暫時再冇動作，美股S-Reits 也是等業績。

組合MTD + 1.28%
HSI MTD  + 3.53%

Disclaimer

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