- 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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6 responses to “31 Jan to 4 Feb: 交易更新”
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Hi , what reason I cannot login ? My subscription renewed by Feb 5 ?
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Did you try login again and then refresh the page? I think this will work. Sorry for any inconvenience caused
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Got it.many tks. Love to see your quality stock valuation. Keep up to let us passing through the likely difficult year of tiger
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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
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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
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