標題: 推薦DFS & FL [打印本頁]
作者:
buffet2016 時間: 2017-6-5 10:17 標題: 推薦DFS & FL
DFS: 摩根士丹利旗下的信用卡公司， 是美國最大的獨立信用卡網路
FL:美國一家經營大型運動品牌及運動鞋連鎖店
作者:
mikeon88 時間: 2017-6-5 13:39
DFS的ROE及股價一直不若MA和V穩定。
這次MA和V都未回檔，DFS已跌回一半了。
作者:
buffet2016 時間: 2017-6-5 15:21
原帖由 mikeon88 於 2017-6-5 13:39 發表
DFS的ROE及股價一直不若MA和V穩定。
這次MA和V都未回檔，DFS已跌回一半了。
"Discover Financial Services engages in direct consumer banking services, taking deposits and offering credit card, student, residential mortgage, and other loans to its customers.
The firm also operates the Discover, Pulse, and Diners Club networks.
The majority of transactions processed by the firm are of the closed-loop variety, in which Discover issues cards to customers as well as maintains direct relationships with merchants.
However, the company has opened the network to third-party issuers and acquirers in recent years."
股價走勢跟銀行股比較相似. 業務部份有點像AXP. 相較之下不如買AXP (按了一下盈再表發現AXP也合格). 不過AXP & DFS有相同的問題就是銀行業務不如其他銀行, 信用卡業務不如MA & V.
反正現在普遍貴了 結論就是再看看
[ 本帖最後由 buffet2016 於 2017-6-5 15:24 編輯 ]
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