保監會的討論似乎只著重提醒一下大家要小心風險,business as usual
但上星期2318就當了頭條了,打個九折
按financial times報導,fortis問題還攝及belgium政府取態,一個字: 煩
當fortis全部write off, 2318 ev 最多少了rmb $4左右(部份已作撥備)
好了,問題來了
我相信好多對中國保險業有興趣的朋友,都會有以下的煩惱:
現價買入2318 ?
還是等等 ?
大家可以講下你的選擇,加上原因
夠20個回覆,我講下我的做法(快月尾,儲夠錢可以買入)
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17 則留言:
有錢就每跌5/10%就買一份.
跌破38就買多份,機會唔多,蘇州過後無艇搭
fortis收皮機會應該唔大,我覺得就算收皮都有三分釘掛,
因為現金唔多我應該會每跌10%就買一份.買晒為止.
我覺得富通唔會破產
呢個係低吸機會
但自己現金流有限
現手上平均價 48.8
下一手入注我會在$40 附近
i think need to wait a moment before buy it.
buy it after the market digest the bad news...
40以下買入！TOM.S
兩個都不會, 問題不是富通會唔會破產. 而係平保管理層點解會入股富通. 對管理層無信心, 個價幾低都唔會買.
30 才考慮....
富通差唔多會輸光! 因為同AIG一樣被政府接管, 佢既投資變晒牆紙.
而本人認為, 雖然富通投資可能只佔10%, 但其影嚮恐怕不只10%.....因為呢D 金融股, 係有D leverage... 如說得不對請指教.
It seems indicate that the management of Ping On may be a bit agreesive and the timing of 'going outside' is not appropriate.
why not buy 2628 instead, it makes thing easier.
有個奇想... 2628 會唔會收購 2318...
Total loss Fortis is CNY 3.14 and total loss is highly unlikely now, and from 30June2008 semi-annual book-close to Zero is another CNY 1.67 loss/ share. From hkd 53 to 43 because of Fortis investment loss is definitely over-done. Current level is a bargain price for short/medium/long term investors.
I have to say ‘ thank you’ to the sellers .
43蚊左右的平保有咩意見?
趁平保事件拖累國壽股價，增持國壽。
平保出事，國壽無事。平保實力削弱，國壽實力增強。到下一升浪時，國壽在一個更高的起點出發，平保卻停留在上一浪的起點，國壽將會較平保跳得更高，跑得更快。
上星期$48 已經買左了，40樓下先再買下一注
只會買 2628
Wait and see if I can buy 2318 at price < 40.
RC
上次 $40 冇錢買, 如果再去返 $40 會考慮買入。
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