{"id":2755,"date":"2013-01-22T19:52:03","date_gmt":"2013-01-22T11:52:03","guid":{"rendered":"http:\/\/www.ahfatt.com\/?p=2755"},"modified":"2013-01-22T22:07:30","modified_gmt":"2013-01-22T14:07:30","slug":"%e8%b0%88%e4%b8%80%e7%82%b9%e7%82%b9%e5%85%b3%e4%ba%8e%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/www.ahfatt.com\/?p=2755","title":{"rendered":"\u8c08\u4e00\u70b9\u70b9\u5173\u4e8e\u80a1\u7968"},"content":{"rendered":"

\u540c\u4e8b\u95ee\u6211\u600e\u4e48\u4e70\u80a1\u7968\u6709\u4ec0\u4e48\u597d\u5efa\u8bae
\n\u6211\u901a\u5e38\u4e0d\u4f1a\u8bf4\uff0c\u56e0\u4e3a\u6211\u81ea\u5df1\u4e5f\u5728\u4e8f\u94b1\u3002
\n\u5f53\u7136\u90a3\u662f\u4ee5\u524d\u6295\u673a\u7684\u65f6\u5019\u70e7\u5230\u7684\u3002
\n\u8fc7\u540e\u5c31\u5f00\u59cb\u6bd4\u8f83\u5efa\u7acb\u6295\u8d44\u89c2\u5ff5\uff0c\u624d\u6b63\u5f0f\u6295\u8d44\u7684\u3002<\/p>\n

\u7531\u4e8e\u5b58\u4e86\u70b9\u94b1\u52a0\u4e0a\u4eca\u5e74\u6709\u82b1\u7ea2
\n\u6240\u4ee5\u53c8\u5fc3\u75d2\u75d2\u8981\u8fdb\u573a\u4e86\u3002
\n\u8fd8\u6709\uff0c\u8fd9\u4e24\u5929\u53c8\u8dcc\u8dcc\u4e0d\u4f11\uff0c\u6709\u4fbf\u5b9c\u8d27\u6267\u3002<\/p>\n

\"pilih1.png\"
\n\u8fd9\u4e2a\u5c31\u662f\u8fd9\u4e24\u5929\u9009\u51fa\u6765\u7684\u80a1\u7968\u3002<\/p>\n

\u6839\u636e\u7956\u5e08\u7237\u7684\u9009\u80a1\u89c4\u5219\uff1a
\n1).ROE=>15%
\n2).PER=<10
\n3).DY>\u9280\u884c\u5b9a\u671f\u5229\u606f
\n4).Price\/NTA< 1<\/p>\n

\u597d\u50cf\u4e00\u4e2a\u90fd\u6ca1\u6709\u3002<\/p>\n

\u7956\u5e08\u7237\u6709\u7a7a\u6162\u6162\u53bb\u9009\u80a1\u7968\uff0c
\n\u6211\u4eec\u8fd9\u4e9b\u6bd4\u8f83\u4f4e\u7ea7\u7684\u5c31\u4e0d\u9700\u8981\u90a3\u4e48\u7cbe\u9009
\n\u9009\u5973\u670b\u53cb\u624d\u9700\u8981\u7cbe\u6311\u7ec6\u9009\uff0c\u6bd5\u7adf\u662f\u8981\u9762\u5bf9\u4e00\u8f88\u5b50\u7684
\n\u80a1\u7968\u4e70\u9519\u5c31\u4e8f\u94b1\u5356\u6389\uff0c\u79bb\u5a5a\u53ef\u662f\u8981\u5206\u8eab\u5bb6\u7684\u54c8\u54c8\u54c8~<\/p>\n

ok,\u6211\u7684\u9009\u80a1\u65b9\u6cd5\u5c31\u6bd4\u8f83\u5bbd\u5927\u4e00\u4e9b\uff1a
\nROE > 13%
\n\u8fd9\u4e2a\u4e1c\u897f\u5927\u6982\u5c31\u662f\u516c\u53f8\u7684\u8d5a\u94b1\u80fd\u529b\uff0c
\n\u5c31\u662f\u7ba1\u7406\u5c42\u591a\u5389\u5bb3\u7528\u8d44\u672c\u6765\u505a\u751f\u610f\u8d5a\u94b1\u3002
\n\u8fd9\u6837\u6765\u770b\uff0cHarta\u5c31\u8981\u4e22\u6389\u4e86\u3002
\n\u81f3\u4e8eNCB\uff0c\u592a\u9ad8\u4e86\uff01\u6709Keng Guang!
\n\u8981\u5c0f\u5fc3\uff0c\u79bb\u5f00\u5b83\u7684\u80a1\u606f\u9664\u6743\u65e5\u8fd8\u6709\u51e0\u4e2a\u6708
\n\u9700\u8981\u518d\u4ed4\u7ec6\u89c2\u5bdf\u624d\u8fdb\u573a\u3002<\/p>\n

PE < 14
\nPE\u5c31\u662f\u672c\u76ca\u6bd4\uff0c\u80a1\u4ef7\u9ad8PE\u5c31\u9ad8\u3002
\n(PE \uff1d PRICE \/ EARNING PER SHARE)
\n\u8fd9\u4e2a\u4e3b\u8981\u662f\u6765\u8861\u91cf\u8fd9\u91cc\u80a1\u7968\u6709\u6ca1\u6709\u592a\u8d35\uff01
\n\u7136\u540e\u8fd8\u6709\u53e6\u5916\u4e00\u4e2a\u8baf\u606f\uff0c\u5c31\u662f\u591a\u5c11\u5e74\u4f1a\u56de\u672c\uff01
\nPE\u591a\u5c11\uff0c\u5c31\u662f\u591a\u5c11\u5e74\u4f1a\u56de\u672c\uff01
\nPE\u8d8a\u4f4e\u8d8a\u597d\uff01EPS\u8d8a\u9ad8\u8d8a\u597d\uff01
\n\u8fd9\u6837\u6765\u770b\uff0cHarta\u8ddfGtronic\u8981\u4e22\u6389\u3002<\/p>\n

DY > \u5b9a\u671f\u5229\u606f 3%
\n\u57fa\u672c\u4e0a\u9009\u62e9\u8fd9\u4e9b\u80a1\u662f\u4e3a\u4e86\u7b26\u5408\u7238\u7238\u6700\u65b0\u7684\u6295\u8d44\u98ce\u5411
\n\u4e5f\u5c31\u662f\u6ce8\u91cd\u80a1\u606f\uff0c\u8fd8\u662f\u8981\u8fde\u7eed\u53d1\u80a1\u606f\uff0c\u5e74\u5e74\u53d1\u5b63\u5b63\u53d1\u90a3\u79cd\u3002
\n\u5168\u90e8\u90fd\u8d85\u8fc73%
\n\u5982\u679c\u6709\u4e00\u79cd\u751f\u610f\uff0c\u4ed6\u7684\u56de\u916c\u6bd4\u5b9a\u671f\u597d\uff0c\u540c\u65f6\uff0c\u53c8\u4f1a\u589e\u503c\uff0c
\n\u4f60\u8bf4\uff0c\u597d\u4e0d\u597d\uff1f<\/p>\n

So, \u63a5\u4e0b\u6765\u53ef\u4ee5\u8fdb\u7684\u80a1\u7968\u5c31\u662f\uff1a
\nWellcal, zhulian, NCB.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u540c\u4e8b\u95ee\u6211\u600e\u4e48\u4e70\u80a1\u7968\u6709\u4ec0\u4e48\u597d\u5efa\u8bae \u6211\u901a\u5e38\u4e0d\u4f1a\u8bf4\uff0c\u56e0\u4e3a\u6211\u81ea\u5df1\u4e5f\u5728\u4e8f\u94b1\u3002 \u5f53\u7136\u90a3\u662f\u4ee5\u524d\u6295\u673a\u7684\u65f6\u5019\u70e7\u5230\u7684\u3002 \u8fc7\u540e\u5c31\u5f00\u59cb\u6bd4\u8f83\u5efa\u7acb\u6295\u8d44\u89c2\u5ff5\uff0c\u624d\u6b63\u5f0f\u6295\u8d44\u7684\u3002 \u7531\u4e8e\u5b58\u4e86\u70b9\u94b1\u52a0\u4e0a\u4eca\u5e74\u6709\u82b1\u7ea2 \u6240\u4ee5\u53c8\u5fc3\u75d2\u75d2\u8981\u8fdb\u573a\u4e86\u3002 \u8fd8\u6709\uff0c\u8fd9\u4e24\u5929\u53c8\u8dcc\u8dcc\u4e0d\u4f11\uff0c\u6709\u4fbf\u5b9c\u8d27\u6267\u3002 \u8fd9\u4e2a\u5c31\u662f\u8fd9\u4e24\u5929\u9009\u51fa\u6765\u7684\u80a1\u7968\u3002 \u6839\u636e\u7956\u5e08\u7237\u7684\u9009\u80a1\u89c4\u5219\uff1a 1).ROE=>15% 2).PER=<10 3).DY>\u9280\u884c\u5b9a\u671f\u5229\u606f 4).Price\/NTA< 1 \u597d\u50cf\u4e00\u4e2a\u90fd\u6ca1\u6709\u3002 \u7956\u5e08\u7237\u6709\u7a7a\u6162\u6162\u53bb\u9009\u80a1\u7968\uff0c \u6211\u4eec\u8fd9\u4e9b\u6bd4\u8f83\u4f4e\u7ea7\u7684\u5c31\u4e0d\u9700\u8981\u90a3\u4e48\u7cbe\u9009 \u9009\u5973\u670b\u53cb\u624d\u9700\u8981\u7cbe\u6311\u7ec6\u9009\uff0c\u6bd5\u7adf\u662f\u8981\u9762\u5bf9\u4e00\u8f88\u5b50\u7684 \u80a1\u7968\u4e70\u9519\u5c31\u4e8f\u94b1\u5356\u6389\uff0c\u79bb\u5a5a\u53ef\u662f\u8981\u5206\u8eab\u5bb6\u7684\u54c8\u54c8\u54c8~ ok,\u6211\u7684\u9009\u80a1\u65b9\u6cd5\u5c31\u6bd4\u8f83\u5bbd\u5927\u4e00\u4e9b\uff1a ROE > 13% \u8fd9\u4e2a\u4e1c\u897f\u5927\u6982\u5c31\u662f\u516c\u53f8\u7684\u8d5a\u94b1\u80fd\u529b\uff0c \u5c31\u662f\u7ba1\u7406\u5c42\u591a\u5389\u5bb3\u7528\u8d44\u672c\u6765\u505a\u751f\u610f\u8d5a\u94b1\u3002 \u8fd9\u6837\u6765\u770b\uff0cHarta\u5c31\u8981\u4e22\u6389\u4e86\u3002 \u81f3\u4e8eNCB\uff0c\u592a\u9ad8\u4e86\uff01\u6709Keng Guang! \u8981\u5c0f\u5fc3\uff0c\u79bb\u5f00\u5b83\u7684\u80a1\u606f\u9664\u6743\u65e5\u8fd8\u6709\u51e0\u4e2a\u6708 \u9700\u8981\u518d\u4ed4\u7ec6\u89c2\u5bdf\u624d\u8fdb\u573a\u3002 PE < 14 PE\u5c31\u662f\u672c\u76ca\u6bd4\uff0c\u80a1\u4ef7\u9ad8PE\u5c31\u9ad8\u3002 (PE \uff1d PRICE \/ EARNING PER SHARE) \u8fd9\u4e2a\u4e3b\u8981\u662f\u6765\u8861\u91cf\u8fd9\u91cc\u80a1\u7968\u6709\u6ca1\u6709\u592a\u8d35\uff01 \u7136\u540e\u8fd8\u6709\u53e6\u5916\u4e00\u4e2a\u8baf\u606f\uff0c\u5c31\u662f\u591a\u5c11\u5e74\u4f1a\u56de\u672c\uff01 PE\u591a\u5c11\uff0c\u5c31\u662f\u591a\u5c11\u5e74\u4f1a\u56de\u672c\uff01 PE\u8d8a\u4f4e\u8d8a\u597d\uff01EPS\u8d8a\u9ad8\u8d8a\u597d\uff01 \u8fd9\u6837\u6765\u770b\uff0cHarta\u8ddfGtronic\u8981\u4e22\u6389\u3002 DY > \u5b9a\u671f\u5229\u606f 3% \u57fa\u672c\u4e0a\u9009\u62e9\u8fd9\u4e9b\u80a1\u662f\u4e3a\u4e86\u7b26\u5408\u7238\u7238\u6700\u65b0\u7684\u6295\u8d44\u98ce\u5411 \u4e5f\u5c31\u662f\u6ce8\u91cd\u80a1\u606f\uff0c\u8fd8\u662f\u8981\u8fde\u7eed\u53d1\u80a1\u606f\uff0c\u5e74\u5e74\u53d1\u5b63\u5b63\u53d1\u90a3\u79cd\u3002 \u5168\u90e8\u90fd\u8d85\u8fc73% \u5982\u679c\u6709\u4e00\u79cd\u751f\u610f\uff0c\u4ed6\u7684\u56de\u916c\u6bd4\u5b9a\u671f\u597d\uff0c\u540c\u65f6\uff0c\u53c8\u4f1a\u589e\u503c\uff0c \u4f60\u8bf4\uff0c\u597d\u4e0d\u597d\uff1f […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-2755","post","type-post","status-publish","format-standard","hentry","category-life"],"_links":{"self":[{"href":"https:\/\/www.ahfatt.com\/index.php?rest_route=\/wp\/v2\/posts\/2755","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ahfatt.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.ahfatt.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.ahfatt.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ahfatt.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2755"}],"version-history":[{"count":0,"href":"https:\/\/www.ahfatt.com\/index.php?rest_route=\/wp\/v2\/posts\/2755\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.ahfatt.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2755"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ahfatt.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2755"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ahfatt.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2755"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}