從事植入性骨科醫療器械的香港上市公司,一直被市場所忽視,投資者談醫藥股,焦點總是在創新藥、仿製藥或中藥上,可是隨著全球人口老化,關節置換手術的需求有增無減,好像在香港,市民若有需要,於公立醫院骨科需要...
九月 11, 2019八月 13, 2024
隨著國内生育政策的放寬,高齡產婦的生育率明顯上升。根據國家統計局統計,35-49歲的育齡婦女生育率由2003年的10.98%漲至2015年的21.08%;此外也有相關數據顯示,二胎放開後全國高齡產婦的...
不知不覺間,今月踏入入行的第十個年頭,感恩的是成長路上一直有眾多良師益友的指引和協助,才讓一個小伙子從分析員慢慢踏上基金經理之路。今天想籍此分享一下,這一路以來的所見所聞和點滴體會。 猶...
如何你拿恆生指數的圖表來看的話,你很可能會認爲這些年來股市只是有波幅、沒升幅,但是這又是否能代表整個市場呢?如果你能挑選到一些優質增長股,在短短幾年間,升值一倍或以上的股票大有人在,因此關鍵是你能否選...
巴郡的股東大會剛剛於月内結束,不少價值投資好友也特地飛到美國朝聖,期望從股神巴菲特和芒格兩位智者身上獲益。當提到股神巴菲特,大部分人均會提到他所提倡價值投資之精髓 – 當股價越跌時,投資者應該更貪婪地...
近月股市受貿易戰再度升溫影響,股市應聲下挫,影響投資氣氛;但我一直深信,從中長期看,貿易戰只是衆多事件中的其中一件,我只知道如果一個地方的經濟長期向上,股票上升的概率還是高於下跌的。 以...
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