標題: 買賣懶人包(即時買賣通知)
mikeon88
管理員
Rank: 9Rank: 9Rank: 9


UID 1
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帖子 15462
閱讀權限 255
註冊 2007-1-14
用戶註冊天數 4481
用戶失蹤天數 1

118.169.178.209
發表於 2018-2-28 19:58  資料 主頁 文集 私人訊息 
請自己下決定
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Curry
同學




UID 66927
精華 0
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帖子 1523
閱讀權限 99
註冊 2017-2-14
用戶註冊天數 796
用戶失蹤天數 1

1.174.133.132
發表於 2018-2-28 21:26  資料 私人訊息 
  • 贊同Mike大建議,請同學桑自行下決定吧!
  • 小弟以為有看講義+討論區,答案應該乎之欲出!
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polyperry
同學




UID 185
精華 0
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帖子 1011
閱讀權限 99
註冊 2011-3-19
用戶註冊天數 2955
用戶失蹤天數 190
來自 886

203.163.211.198
發表於 2018-2-28 22:08  資料 私人訊息 
買股"想三秒"是...問自己...不是問別人...
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yuanian
同學




UID 72155
精華 0
積分 0
帖子 13
閱讀權限 99
註冊 2018-2-13
用戶註冊天數 432
用戶失蹤天數 108

106.1.119.132
發表於 2018-3-1 00:13  資料 私人訊息 

了解,謝謝^^

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jayshen
同學




UID 72015
精華 0
積分 0
帖子 70
閱讀權限 99
註冊 2018-1-29
用戶註冊天數 447
用戶失蹤天數 159

218.164.213.236
發表於 2018-3-1 08:33  資料 私人訊息 
請問VZ的預期報酬率是不是也需要修正 ? (2017 常利大增),
或者新版的盈再表已經有自動修正了 ?

另外盈再表裡常利後面有一個"息+庫藏股",
請問這是代表什麼意思 ? (看起來不像是股息+庫藏股丫)
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Joe
同學




UID 2
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帖子 2090
閱讀權限 99
註冊 2011-3-16
用戶註冊天數 2958
用戶失蹤天數 138

114.72.38.187
發表於 2018-3-1 11:18  資料 私人訊息 
盈再表現在改成取5年常利平均( E9欄)
若認為VZ平均常利太高
可以去改E9 欄平均常利
配息%=息+庫藏股
有考慮公司買回庫藏股
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mikeon88
管理員
Rank: 9Rank: 9Rank: 9


UID 1
精華 0
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帖子 15462
閱讀權限 255
註冊 2007-1-14
用戶註冊天數 4481
用戶失蹤天數 1

118.160.23.227
發表於 2018-3-1 20:57  資料 主頁 文集 私人訊息 
WPP盤前大跌12%,因2018展望不佳
好佳在!有忍住。

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mikeon88
管理員
Rank: 9Rank: 9Rank: 9


UID 1
精華 0
積分 0
帖子 15462
閱讀權限 255
註冊 2007-1-14
用戶註冊天數 4481
用戶失蹤天數 1

118.160.23.227
發表於 2018-3-1 21:24  資料 主頁 文集 私人訊息 
https://www.cnbc.com/2018/03/01/wpp-2-point-6-billion-market-value-wiped-off-worlds-largest-ad-agency.html


Advertising agency group WPP has seen its market capitalization fall $2.6 billion after it reported flat results Thursday.
WPP's shares were down almost 13 percent and the firm's chief executive, Martin Sorrell, said there were several reasons for the lack of revenue growth.
"The major factors influencing this performance were probably the long-term impact of technological disruption and more the short-term focus of zero-based budgeters, activist investors and private equity than, we believe, the suggested disintermediation of agencies by Google and Facebook or digital competition from consultants," he said in an online statement.
Speaking to CNBC's Squawk Box on Thursday, Sorrell said 2017 was a difficult year and that WPP had to adapt in the face of disruption. "We have to simplify how we operate, we have to be faster and better and cheaper in a world which is obviously being disrupted by technological developments, whether you are talking about manufacturing, media or distribution, so we have to change the way we do things, simplify things," he said.
Rival agency groups are also suffering, with Omnicom reporting 2017 revenue down 0.9 percent while IPG had a sluggish 2017.


WPP's Martin Sorrell: Consolidation is 'inevitable' amid pressure from Amazon, Netflix  4 Hours Ago | 02:55

Sorrell added that consumer-packed goods businesses make up a third of WPP's clients. "We have seen pressure on pricing in a low inflationary environment and volumes being under pressure too," he said of the sector. Companies such as Procter & Gamble and Unilever are reducing the number of agencies they work with, while drinks-maker Diageo said it is saving money across media buying and live experience marketing.
WPP's advertising and media investment management function was its strongest-performing sector, including ad agencies J. Walter Thompson and Grey and media agencies Mindshare and MediaCom. Revenue for the function was down 0.1 percent for the year, but up 1.8 percent in the fourth quarter of 2017.
WPP's public relations and public affairs businesses were up 0.7 percent like-for-like in revenue across the year. WPP announced Tuesday that it would merge PR agencies Burson-Marsteller and Cohn & Wolfe but Sorrell denied this was simply a cost-cutting measure.
"It's a step taken to try and improve the offer. If I looked at Cohn & Wolfe, for example, they had a very good year last year. Burson — a bigger business — had a tougher year. In terms of topline growth… that becomes increasingly critical, so bringing these two businesses together… will improve the prospects for the combined business. Obviously, there will be efficiencies," he told Squawk Box.
Broker Liberum Capital reiterated its buy position and stated: "While WPP has downgraded its longer-term annual targets, this is already priced in to both our forecasts and the consensus. WPP, like the other agency groups, has said 2017 was impacted by cyclical, not structural, factors and we fully concur with this view, with the structural concerns being overdone."
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Raimu
同學




UID 292
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帖子 672
閱讀權限 99
註冊 2011-4-1
用戶註冊天數 2943
用戶失蹤天數 95

126.160.66.6
發表於 2018-3-1 22:22  資料 私人訊息 
OMC會追WPP股價
看來廣告股短期有逆風要走
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Curry
同學




UID 66927
精華 0
積分 0
帖子 1523
閱讀權限 99
註冊 2017-2-14
用戶註冊天數 796
用戶失蹤天數 1

118.163.167.118
發表於 2018-3-2 09:37  資料 私人訊息 
  1. OMG~
  2. 好佳在OMG僅維持股比例不到1%
  3. 感謝Mike大,Joe大教導我們要多種果樹才能避掉手氣背的風險。
  4. 不過其實OMC應該如Raimu桑講的可能會趕過WPC,畢竟兩者在伯仲之間,除非OMC有更大的利空不然應該會趕過WPC。
  5. 另外提一下,OMC的客戶很分散,也就是風險也很分散,OMC於2016 10K有一段話"For example, in 2015, our largest client, which represented 2.7% of revenue"http://www.rocketfinancial.com/FetchDoc.aspx?fid=4492574
  6. 沒練過巴菲特神功,看到下面這張大概慌了,再次感謝Mike大,Joe大。
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yuanian
同學




UID 72155
精華 0
積分 0
帖子 13
閱讀權限 99
註冊 2018-2-13
用戶註冊天數 432
用戶失蹤天數 108

106.1.119.132
發表於 2018-3-2 19:26  資料 私人訊息 

剛發現這家美國的老牌製藥公司,
是道瓊指數成份股,
預期報酬18%,
推薦給大家!^^
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jayshen
同學




UID 72015
精華 0
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帖子 70
閱讀權限 99
註冊 2018-1-29
用戶註冊天數 447
用戶失蹤天數 159

218.187.130.165
發表於 2018-3-2 21:53  資料 私人訊息 
PFE 感覺常利是不是需要修正一下 ?
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gougwy
同學




UID 68882
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帖子 65
閱讀權限 99
註冊 2017-6-23
用戶註冊天數 667
用戶失蹤天數 62
來自 Taiwan

116.118.148.138
發表於 2018-3-15 14:41  資料 私人訊息 
追蹤kaka桑介紹的名單,暹羅水泥集團Siam Cement Public Co. Ltd. (SCVPY)昨晚跌近23%,俗價已到。
暹羅水泥集團:東南亞地區規模最大,歷史最悠久的水泥和建築材料公司

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Curry
同學




UID 66927
精華 0
積分 0
帖子 1523
閱讀權限 99
註冊 2017-2-14
用戶註冊天數 796
用戶失蹤天數 1

101.9.160.106
發表於 2018-3-15 15:00  資料 私人訊息 
  1. 暹羅水泥為何大跌?
  2. PFE常利要修改一下,藥廠小弟覺得是會變的公司
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kandv124 ( (阿諺))
同學




UID 1023
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帖子 1211
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註冊 2011-12-16
用戶註冊天數 2683
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61.216.110.109
發表於 2018-3-15 15:15  資料 私人訊息 
sig 可以買了......
人在外面無法貼營再表
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