- 由即日至周五 (4 Feb) 的投資組合交易，將於這裏更新。
- 以下為付費會員升級內容，付費會員可享用包括每日投資組合更新及G10增長股指數等內容。訂閱計劃介紹請看 : 會員訂閱計劃: Let’s grow and prosper together | Invest Data Flake
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Hi , what reason I cannot login ? My subscription renewed by Feb 5 ?
Did you try login again and then refresh the page? I think this will work. Sorry for any inconvenience caused
Got it.many tks. Love to see your quality stock valuation. Keep up to let us passing through the likely difficult year of tiger
Hi , any reason that you did not make the stock evaluation on AMD in the library ? Just released the Q4 report at over expectation. Any view on this stock at this price level ? Fair value evaluation ? Also, I have not seen your chat room to exchange the trade idea with the member yet. Would that chat room set up ?
Awaiting to hear from you. Thanks
我的stock coverage list 包括約20 隻股票，目標是要專注及有較深入認識，這個 coverage 的數目不算少了，很難所有主要公司都 cover晒，請見諒，況且我的 focus是在較有爆發力的中小市值公司。目前未有設立 chat room的打算，有問題和觀點的話不妨在此或我的 Facebook專頁提出，在港英時差的範圍內我會盡快回覆
And regarding AMD, here are what I saw in twitter:
+Q4 Rev: 49% YoY
+Wrapped up FY 2021: 68% YoY
+Q1 22 Guide: Gonna hit 50% YoY
+FY 2022 Guide: 31% YoY *Way above* Street est of 19%
+FCF of $3.2B(!!)
+Best-ever GM Qtr!
That’s a blow out quarter and I see no reason the share price could not soar post ER. For sure this positive result has a positive implication on NVDA