四間公司: RACE, JNJ, HUM, META
Race ：好公司，太貴 JNJ：合理價… You are unauthorized to view this page. Username or E-mail Password Remember Me Forgot Password
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每星期定期更新
市場update / Zoetis & Elanco / 業績TSM + Netflix
Zoetis: 仲係有D 貴, 而且有兩… You are unauthorized to view this page.
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四大銀行股業績: BAC/C/JPM/WFC
In short: 利息收入下跌代表實體… You are unauthorized to view this page.
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1.伊朗開波打以色列 / 2. Disney 開始唔再係獨大 / 3. M&A Idea / 4. JPM 業績
1.伊朗開波打以色列 : 美國已經打左幾… You are unauthorized to view this page.
1.伊朗開波打以色列 / 2. Disney 開始唔再係獨大 / 3. M&A Idea / 4. JPM 業績 Read More »
CPI 出爐今年減息可能有變／SMCI 係新星? 定係乜乜星?
今日yield 升番唔少，有人話可能10… You are unauthorized to view this page.
CPI 出爐今年減息可能有變／SMCI 係新星? 定係乜乜星? Read More »
Fed fund monitor 出錯價/ 電力股因為AI 都炒得起/ M&A update
Fed fund monitor 出錯價… You are unauthorized to view this page.
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提一提比左錢上債券班嘅同學要check email – 登入google classroom
上課日期：2024年3月30日、31日；… You are unauthorized to view this page.
提一提比左錢上債券班嘅同學要check email – 登入google classroom Read More »
1.FOMC 放鴿玩晒啦/2.銀行股都開始行/3.業績:NIKE, LULU, MU/4.短炒
1.FOMC 放鴿玩晒啦 呢兩個月都未必… You are unauthorized to view this page.
1.FOMC 放鴿玩晒啦/2.銀行股都開始行/3.業績:NIKE, LULU, MU/4.短炒 Read More »
1.FOMC dot plot 會影響市場 2.新bond 6.9% YTM( high yield) 3.業績:Dollar Tree 4. Other updates: 3M , ADOBE
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1.CPI 我估開大, 因為OER/ 2.EQT M&A/3. JPY/USD 可以點玩?
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1.CPI 我估開大, 因為OER/ 2.EQT M&A/3. JPY/USD 可以點玩? Read More »