2 people like this.

13 comment(s). Last comment by angelol 2016-07-20 18:07

blackspy

60 posts

Posted by blackspy > 2016-07-19 17:00 | Report Abuse

好文笔!

ipomember

615 posts

Posted by ipomember > 2016-07-19 17:15 | Report Abuse

股價走勢背離同業,就屬於炒作

what kind of nonsense lol

Posted by givemeabreak > 2016-07-19 18:28 | Report Abuse

writer experienced airasia flight cancelled/postponed before??

赌神

91 posts

Posted by 赌神 > 2016-07-19 20:10 | Report Abuse

作者写小说比较适合吧

shrobin

374 posts

Posted by shrobin > 2016-07-19 20:34 | Report Abuse

What a load of rubbish! Better do comic books!

yflawrence

114 posts

Posted by yflawrence > 2016-07-19 21:27 | Report Abuse

果然是猪冠华! 从亚航便宜写到现在. 何苦呢.......

Posted by givemeabreak > 2016-07-19 21:29 | Report Abuse

He must had missed the flight

JN88

11,670 posts

Posted by JN88 > 2016-07-19 21:32 | Report Abuse

HE MAY INVESTED OR SAILANG ALL IN AA.KAKAKAKAKKAKAKAKAKAKAKKAKAKAKAK

Posted by Adi_Investor > 2016-07-20 10:12 | Report Abuse

WORLDCOM背離同行上漲,結果爆光是做假帳

Posted by maomaochong > 2016-07-20 10:46 | Report Abuse

嘻嘻,之前亞航跌時到一塊以下,也是很多人說爛股,賺錢就說好股,虧錢就說爛股,輸打贏要,正常的。人家的研究,不喜歡就不要看咯。油價高漲,過度擴展,高負債,低毛利率,沒有持續性競爭,應該是亞航的潛在風險吧,嘻嘻。

angelol

688 posts

Posted by angelol > 2016-07-20 12:06 | Report Abuse

亚航是背离同行 同行PE都在10区间 亚航暴跌的时候PE居然在4慢慢才追上现在的6.16。亚航公布第一季的eps 是31.5仙。以PE 6的算法应该是股价应该是1.89。朱说是1.40,没说怎么算。但是有一点别忽略的就是31.5仙EPS只是一个季度的EPS。随着业绩公布股价必定会跟随EPS上涨 到时要入货就赚少很多。我相信朱是以NTA计算股价。我不认同这样的valuation,如果公司的股价都跟NTA那么我们还要buy sell来干嘛 直接fixed price啦。哈哈

Posted by Adi_Investor > 2016-07-20 12:29 | Report Abuse

亚航的EPS有問題的....

angelol

688 posts

Posted by angelol > 2016-07-20 18:07 | Report Abuse

这个ADI investor就是朱冠华 大家有什么问题可以问他啦 难得作者自己跑来看人气。有问题的话就去举报bursa啦

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