三倫港的KEY：羅家聰(KC) ，Yumi，Erik 方源 — 銀行業餘震不斷，經濟係時候爛出來？
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三倫港的KEY：羅家聰(KC) ，Yumi，Erik 方源 — 銀行業餘震不斷，經濟係時候爛出來？ Read More »
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《華爾街狙擊手》- 美國通脹有上升跡象？/ 俄烏可能埋尾/Meta & MSFT
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《華爾街狙擊手》- 美國通脹有上升跡象？/ 俄烏可能埋尾/Meta & MSFT Read More »
業績: VZ & Google + FRC turnaround 失敗之迷
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業績: VZ & Google + FRC turnaround 失敗之迷 Read More »
特別OT update: Banking New ETF/ 業績: AT&T + Netflix
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22.4.2023: Market research 能力 – CRE risk/ EV 行業/ BAC 係最差嘅big 4/ 航空行業: UAL & ALK
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22.4.2023: Market research 能力 – CRE risk/ EV 行業/ BAC 係最差嘅big 4/ 航空行業: UAL & ALK Read More »
《華爾街狙擊手》- Howard & Warren 有話兒 / Tesla好似有D 唔掂
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《華爾街狙擊手》- Howard & Warren 有話兒 / Tesla好似有D 唔掂 Read More »
Market update: 美國消費者情況依舊強/業績: JPM/C/WFC
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Market update: 美國消費者情況依舊強/業績: JPM/C/WFC Read More »
用Sp500 EPS 去估下個市究竟有無用?/ CMBS 危機可以去到大? / M&A deal review
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用Sp500 EPS 去估下個市究竟有無用?/ CMBS 危機可以去到大? / M&A deal review Read More »