讨论一下星河最近新加坡股市全线下跌,只要在场内的一个也逃不掉。电信股跌的尤其惨重。我以前买过M1,StarHub和 Singtel, 所以比较关心。
对于星河, 大家最不看好它的电缆电视业务。最近他的 discovery 内容得不到续订。
新加坡最知名博客之一的 AK47 前几天讨论了 星河,他给的目标价位是1.40:
https://singaporeanstocksinvestor.blogspot.com/search?updated-max=2018-06-22T14:36:00%2B08:00&max-results=1
My investment in Starhub has turned out to be a bad one.However, I am not losing sleep over this.
Why? Is it because I am on anti-depressants?Hey, don't be so like that lah.
I stop taking those pills a long time ago.
I am quite ZEN about the paper loss really because my investment in Starhub is very small especially in comparison to my investment in SingTel which has been, of course, my preferred local Telco to invest in for quite a while now.
To give you a rough idea, the market value of my investment in Starhub is less than 2% the market value of my investment in SingTel.
Although I have been adding to my investment in Si (more...)
爱分红的确实不一定是好股
从成长的角度来讲,如果CEO CFO觉得手上的Cash最好的用途是大比例用来分红。而且还不是reits产品有分红刚需那种,就相当尴尬了。。。
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