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Ten-Bagger反思:維他奶-有些股是何必費心

(小編:謝謝知名財經博客Ten-Bagger授權轉載)
維他奶如果以賣出角度,我一定是錯了 雖然8元買入但20至21左右全賣了,今日收市是29.6.. 股價角度一定明顯我是賣早了 先看看其中期業績新聞 維他奶公布截至今年9月底止中期業績,營業額44.48億元,按年升22%。純利5.18億元,按年升30.4%;每股盈利48.9仙。派中期息3.8仙。 公司指,期內中國內地業務收入增長33%(以當地貨幣計算增長30%);香港業務(香港、澳門及出口)增加4%;澳洲及新西蘭增加5%(以當地貨幣計算增加9%);新加坡增加9%(以當地貨幣計算增加7%)。
行政總裁陸博濤(Roberto Guidetti)在記者會上預期,截至明年3月底止下半財年內地業務增長將會較緩和,主要是由於高基數效應及人民幣放緩所致。 被問及會否加價時,他回應指,會密切留意原材料成本走勢,但短期並沒有加價的壓力。首席財務總監劉健成則指出,樂見上半財年原材料成本有所下降,下半財年或有輕微上升,但與內地農場有簽訂大豆供應的長期合約,已鎖定大部分原材料成本。 其實多年來它一直亮點是估值貴及賣點是中國增長,我不喜歡其成本大增,而且飲品業總有天花板,當日曾有人戲言仲貴過騰訊,估不到騰訊跌它也未跌。
其實維他奶是好公司,收入穩增品牌好,檸檬茶在中港兩地令很多人上癮
有些股是解釋不到,雖然中國業務增長快,但仍然市況預計PE40+(下半季盈利較少)息率又低,但值嗎?(不同估值法也是貴)
大牛/長牛股除非被業績打垮,否則不會倒下,遠的是匯豐銀行、思捷、騰訊、瑞聲科技等股王也有下挫之時...只是你我不知是何時,哈
睇唔明就賺不到,看不明白,自然沒信心和安心持有,那這些錢不賺也罷
結論:有些股既然是解釋不到而又賺不到,不投資不研究就好了,哈哈
何必費心去解釋

謝謝大家支持 只要有衣有食,就當知足。 錢永賺不盡,有餘幫助有需要的人, 令人開心快樂是我的夢想
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