M&A update / 保險公司review
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每星期定期更新
update: 1) channel update 諗法 2) 酒精行業
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9.18 Macro update/ Intel update/ M&A analysis/Watchlist
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Sep 5 update: Intel 分析 / 零售股比一比: DG , DLTR & ULTA / EL 你點睇?
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Sep 5 update: Intel 分析 / 零售股比一比: DG , DLTR & ULTA / EL 你點睇? Read More »
一堆股票action/update ; 短講TM ; 最後有彩蛋，多謝燈神比指引
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新手上路/ M&A : HA – 有D 債窮人無得玩/ Intel 債有無得諗? / PWR 介紹
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點評LUMN / YOU / VEMO 諗法. 仲有其餘2 間公司等Turnaround
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Turaound: Hawaii Electricity + Intel / quarter :MCD + META
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星期五晚HK 1030 PM Live Q&A / JPYUSD / Review ( DFS, LUMN, LW) / Quarter result: Google & Netflix
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地區銀行/金融股係2023 年後變化; CrowdStrike 搞到大死機係個別事件定行業出問題?; 業績: ASML & TSM
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地區銀行/金融股係2023 年後變化; CrowdStrike 搞到大死機係個別事件定行業出問題?; 業績: ASML & TSM Read More »