阿弟说投资
說一下招金礦業
Adi_Investor
Publish date: Thu, 22 Feb 2018, 11:15 AM
Adi_Investor
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我业余时，替《阿弟说投资》telegram GROUP的会员，做经济周期分析，以及投资趋势的建议、谘询、教育、理財等等。
投资以长期趋势为主，根据趋势的判断哪类资产该买，哪类该卖？再配合适当的交易策略。
这些资产如：股票、债券、房产、黄金等。
目前出版教人如何step by step投資股票的書－－《股票真智慧》
Wechat ID: pigboy1
Email: kongfaw.choo358@gmail.com
投资以长期趋势为主，根据趋势的判断哪类资产该买，哪类该卖？再配合适当的交易策略。
这些资产如：股票、债券、房产、黄金等。
目前出版教人如何step by step投資股票的書－－《股票真智慧》
Wechat ID: pigboy1
Email: kongfaw.choo358@gmail.com
尋找金礦股中，香港上市的Ａ股招金礦業 ，過去表現不錯，一直到金價暴跌的２０１２年後才開始轉壞。
以反向思考，我是選擇大宗商品股票的，招金礦業也是選擇之一。
但是觀察它這幾年的財務報表，令我很不舒服。
第一、借短債投資長期固定資產，資金錯配。
第二、短債太高，遠超流動資金可承擔，所以以來銀行提供流動性來滾動（圖所顯示）
第三、固定資產增加在金價低迷時，利潤低甚至虧損，我都可以接受，但是我不能接受營業額的萎縮。
這樣的資產負債表，如果金價大漲，雖然對招金礦業有利，但是不良的資產負債表，可能無法讓它股價重演２０１２年前的輝煌程度。
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
