Taurus_wl personal page - To The Moon

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01-14

[财迷] [财迷] [爱你] [爱你]

01-06

[贱笑] [开心] [贱笑] [开心]

01-05

[财迷] [财迷] [财迷] [开心] [开心] [开心]

2023-11-08

[财迷] [财迷] [财迷] [财迷]

2022-09-04

$合发利控股有限公司(5VS.SI)$

2022-03-22

Should buy or sell ?

阿里抛出1600亿回购，腾讯、小米也加码！互联网能抄底了吗？

2022-03-11

Is time to buy in more for OCBC!

@BorisBack:Oversea-Chinese Banking's (SGX:O39) Upcoming Dividend Will Be Larger Than Last Year's

2022-03-10

$大华银行(U11.SI)$🚀

2022-01-10

$UNITED OVERSEAS BANK LIMITED(U11.SI)$[Miser] 🚀

Go to Tiger App to see more news

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href=https://mp.weixin.qq.com/s?__biz=MjM5NDEzMTAwMA==&mid=2652158595&idx=1&sn=9e74f0cf11a4ca6985ca634dd1d40fca&chksm=bd6c67d48a1beec244a86508dfa9d3084c2513cbc3da8a8955f7fd0d178b13abe0b3915bcd95&mpshare=1&scene=1&srcid=0322pcFZsteW1sIVqfdtjvA3&sharer_sharetime=1647957560598&sharer_shareid=15bfd31285df455091f5ba08ac3bfb61&version=4.0.2.6026&platform=win#rd><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：机构认为，当前互联网公司仍然有长期投资价值，目前处于筑底阶段，前期在市场大幅冲击调整后，“好生意”、“好模式”的“优等生”即互联网代表性企业值得关注。经历了史诗级的深V反弹行情后，中概互联网近期又出现不同程度调整。在此背景下，3月22日早间，阿里集团宣布继续扩大回购，将股份回购计划的规模由150亿美元扩大至250亿美元(1589亿人民币)，回购将持续至2024年3月底。该回购规模是阿里史上最...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5NDEzMTAwMA==&mid=2652158595&idx=1&sn=9e74f0cf11a4ca6985ca634dd1d40fca&chksm=bd6c67d48a1beec244a86508dfa9d3084c2513cbc3da8a8955f7fd0d178b13abe0b3915bcd95&mpshare=1&scene=1&srcid=0322pcFZsteW1sIVqfdtjvA3&sharer_sharetime=1647957560598&sharer_shareid=15bfd31285df455091f5ba08ac3bfb61&version=4.0.2.6026&platform=win#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3a5697349ecee0d4597cb99b01bcea99","relate_stocks":{"159792":"互联网","160636":"互联网","01810":"小米集团-W","BK1591":"就地过年概念","00700":"腾讯控股","BK1517":"云办公","BK1608":"元宇宙概念","BK1502":"双十一","BK1575":"同股不同权","BK1531":"手游股","BK1607":"新IT概念","BABA":"阿里巴巴","BK1589":"北水核心资产","BK1095":"互动媒体与服务","TCEHY":"腾讯控股ADR","BK1506":"5G概念","BK1526":"科网股","BK4077":"互动媒体与服务","BK1193":"电脑硬件、储存设备及电脑周边","BK1521":"挪威政府全球养老基金持仓","BK1586":"云计算"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5NDEzMTAwMA==&mid=2652158595&idx=1&sn=9e74f0cf11a4ca6985ca634dd1d40fca&chksm=bd6c67d48a1beec244a86508dfa9d3084c2513cbc3da8a8955f7fd0d178b13abe0b3915bcd95&mpshare=1&scene=1&srcid=0322pcFZsteW1sIVqfdtjvA3&sharer_sharetime=1647957560598&sharer_shareid=15bfd31285df455091f5ba08ac3bfb61&version=4.0.2.6026&platform=win#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136466806","content_text":"摘要：机构认为，当前互联网公司仍然有长期投资价值，目前处于筑底阶段，前期在市场大幅冲击调整后，“好生意”、“好模式”的“优等生”即互联网代表性企业值得关注。经历了史诗级的深V反弹行情后，中概互联网近期又出现不同程度调整。在此背景下，3月22日早间，阿里集团宣布继续扩大回购，将股份回购计划的规模由150亿美元扩大至250亿美元(1589亿人民币)，回购将持续至2024年3月底。该回购规模是阿里史上最大规模回购，同时也刷新了中概股回购规模纪录。面对互联网股价下跌潮，除阿里巴巴外，包括腾讯、京东、小米等在内的互联网巨头也在加码回购维稳。3月22日晚间，小米集团公告，董事会正式决议行使股份购回授权，以不定期按最高总额100亿港元于公开市场购回股份。机构分析认为，当下互联网平台公司估值处于低位，竞争壁垒相对稳固，市场核心关注的政策面可预期性增强。预计随经济稳增长、局部疫情得到控制、行业政策转暖、基数调整，2022二季度开始基本面预期有望加速回升。阿里提高回购上限至250亿美元2022年3月22日，阿里巴巴宣布将股份回购规模从150亿美元上调至250亿美元。这也是阿里巴巴有史以来最大规模的回购计划，同时也刷新了中概股回购规模纪录。或受巨额回购影响，阿里巴巴港股今日大涨11.2%，股价报110.2港元。美股开盘后，阿里巴巴美股涨超10%。此前2020年12月28日，阿里巴巴董事会授权回购100亿美元的美国存托股。随后2021年8月3日，阿里巴巴公布2022财年第一季度财报时，宣布将股份回购计划从100亿美元扩大至150亿美元。此次又将回购规模上限提升至250亿美元。阿里巴巴表示，董事会对公司未来持续增长充满信心并已授权将股份回购计划总额从150亿美元上调至250亿美元，此次公布的股份回购计划有效期为两年至2024年3月止。据阿里巴巴透露，截至2022年3月18日，根据早前公布的股份回购计划，公司共回购了5620万股美国存托股，总额约92亿美元。今年2月24日，阿里巴巴公布2022财年第三季度（2021年10月-12月）业绩，该季度内公司实现营收2425.8亿元人民币，同比增长10%；实现净利润204.29亿元人民币，同比下降75%。阿里业绩公布后，互联网股票经历了一波不小的跌幅。不过，在股价持续下跌之际，阿里仍在回购公司股份。阿里巴巴公布2022财年第三季度业绩时显示，截至2021年12月31日的9个月，以约77亿美元回购了约4220万股美国存托股。最新数据为约92亿美元回购了5620万股美国存托股，相当于今年以来，阿里巴巴耗资了15亿美元回购了1400万股美国存托股。腾讯、京东、小米也持续加码阿里巴巴大手笔回购，腾讯、京东、小米等互联网巨头面对股价下跌，也在持续跟进。2021年12月29日，京东集团发布公告，公司董事会已批准修改现有股份回购计划，将回购计划授权由20亿美元增至30亿美元，并延长至2024年3月17日。此前2020年3月17日，京东集团发布公告称，将在未来24个月回购至多20亿美元股份的计划。京东集团近日发布2021年第四季度及全年业绩公告显示，2021年融资活动所得的现金流量净额为人民币195亿元（31亿美元），部分被偿还短期借款以及购回普通股所付现金所抵销。腾讯、小米今年来回购更为频繁。据证券时报记者统计，今年以来，腾讯曾在1月5日开启新一轮回购，截至1月20日共计回购了11次，合计回购483.14万股，耗资21.95亿港元。小米集团自年初以来发生了9次回购，合计回购1429.5万股，耗资2.61亿港元。自2021年3月首次回购以来，小米的回购动作一直未间断。小米集团曾在2021年3月11日公告，以不定期按最高总额100亿港元于公开市场购回股份。随后，公司持续回购公司股票，截至目前，小米集团公布的回购金额合计达86.5亿港元。3月22日晚间，小米集团公告，董事会正式决议行使股份购回授权，以不定期按最高总额100亿港元于公开市场购回股份。中金公司研究认为，与公众投资者相比，公司管理层对公司自身合理价值和增长潜力的了解更为透彻。因此，股票回购实际上也有利于提振市场信心，对相关个股中期表现或提供支撑。芒格、段永平等知名投资人逆势加仓2021年以来，互联网受多重影响影响，相关公司股价遭遇了前所未有的挑战，以互联网股票为主的恒生科技指数“腰斩”后，继续大跌，近期金融委会议提振市场信心，恒生科技指数罕见出现史诗级大反弹。值得注意的是，在互联网股票大跌之际，既有公司回购自家股份护盘，也有知名投资人逆势“抄底”。今年年初，查理·芒格旗下Daily Journal提交了2021年第四季度的13F文件显示，相对于2021年第三季度，Daily Journal将阿里巴巴的持仓数量增加了99%。据平台Whale Wisdom数据，Daily Journal在2021年第四季度期间购买了30万股阿里巴巴股票，增持后，前者持有阿里股票数量60.206万。大手笔增持后，该公司持有阿里巴巴的头寸由2021年三季度末的4472万美元增至7151.9万美元。此外，素有“中国巴菲特”之称的段永平，也自2021年以来接连抄底，向市场传递积极信号。3月15日上午，段永平在投资者交流平台中表示，“明天准备拿伯克希尔B股换点腾讯，不等了。”而就在3月14日，段永平还表示，对于腾讯，这两天光顾着打球了，没看发生什么事了。目前似乎闲钱也花得差不多了，但再过一两个礼拜，应该还有些苹果的put到期，到时可以考虑再买点。值得注意的是，段永平此前表示，腾讯对他的吸引力还没到让他卖掉任何别的股票去换的地步。而如今，段永平宣布卖伯克希尔换腾讯，显然是认为腾讯当下的价格更合适了，不等苹果put到期，直接买了，这无疑是一个重要的信号。对于当前国内政策环境，天风证券预计，平台经济治理的可预期性和稳定性进一步提升，期待未来更多积极措施推出从而稳定市场。对于中概股美国监管风险，决策层表态坚持对外开放，中美审计监管正致力于形成具体合作方案，建议持续双方主管部门沟通进展，短期内或仍将是决定市场情绪的核心因素之一。天风证券认为，当前互联网公司仍然有长期投资价值，目前处于筑底阶段，前期在市场大幅冲击调整后，“好生意”、“好模式”的“优等生”即互联网代表性企业值得关注。当下平台公司估值处于低位，竞争壁垒相对稳固，市场核心关注的政策面可预期性增强。预计随经济稳增长、局部疫情得到控制、行业政策转暖、基数调整，2022二季度开始基本面预期有望加速回升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036104234,"gmtCreate":1647006368965,"gmtModify":1676534186575,"author":{"id":"4096346018826260","authorId":"4096346018826260","name":"Taurus_wl","avatar":"https://static.tigerbbs.com/5a6eee627600a672efdacc09ffff1e5c","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Is time to buy in more for OCBC!","listText":"Is time to buy in more for OCBC!","text":"Is time to buy in more for OCBC!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036104234","repostId":"9036335459","repostType":1,"repost":{"id":9036335459,"gmtCreate":1646983750111,"gmtModify":1676534184478,"author":{"id":"9000000000000671","authorId":"9000000000000671","name":"BorisBack","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Oversea-Chinese Banking's (SGX:O39) Upcoming Dividend Will Be Larger Than Last Year's","htmlText":"Oversea-Chinese Banking Corporation Limited's<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a> dividend will be increasing to S$0.28 on 20th of May. This makes the dividend yield about the same as the industry average at 4.5%. We like a dividend to be consistent over the long term, so checking whether it is sustainable is important. Before making this announcement, Oversea-Chinese Banking was earning enough to cover the dividend, but it wasn't generating any free cash flows. In general, we consider cash flow to be more important than earnings, so we would be cautious about relying on the sustainability of this dividend. Over the next year, EPS is forecast to expand by 12.4%. If the dividend continues along recent trends, we estimate the payout ratio will be","listText":"Oversea-Chinese Banking Corporation Limited's<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a> dividend will be increasing to S$0.28 on 20th of May. This makes the dividend yield about the same as the industry average at 4.5%. We like a dividend to be consistent over the long term, so checking whether it is sustainable is important. Before making this announcement, Oversea-Chinese Banking was earning enough to cover the dividend, but it wasn't generating any free cash flows. In general, we consider cash flow to be more important than earnings, so we would be cautious about relying on the sustainability of this dividend. Over the next year, EPS is forecast to expand by 12.4%. If the dividend continues along recent trends, we estimate the payout ratio will be","text":"Oversea-Chinese Banking Corporation Limited's$OVERSEA-CHINESE BANKING CORP(O39.SI)$ dividend will be increasing to S$0.28 on 20th of May. This makes the dividend yield about the same as the industry average at 4.5%. We like a dividend to be consistent over the long term, so checking whether it is sustainable is important. Before making this announcement, Oversea-Chinese Banking was earning enough to cover the dividend, but it wasn't generating any free cash flows. In general, we consider cash flow to be more important than earnings, so we would be cautious about relying on the sustainability of this dividend. Over the next year, EPS is forecast to expand by 12.4%. If the dividend continues along recent trends, we estimate the payout ratio will be","images":[{"img":"https://static.tigerbbs.com/b4d51fa794648b62d8d921240365d91d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036335459","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038574463,"gmtCreate":1646876500619,"gmtModify":1676534172642,"author":{"id":"4096346018826260","authorId":"4096346018826260","name":"Taurus_wl","avatar":"https://static.tigerbbs.com/5a6eee627600a672efdacc09ffff1e5c","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$大华银行(U11.SI)$</a>🚀","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$大华银行(U11.SI)$</a>🚀","text":"$大华银行(U11.SI)$🚀","images":[{"img":"https://static.itradeup.com/news/9d8e6c4dce9ef56f83ada2245181dd4c","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038574463","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9006550656,"gmtCreate":1641790779355,"gmtModify":1676533648578,"author":{"id":"4096346018826260","authorId":"4096346018826260","name":"Taurus_wl","avatar":"https://static.tigerbbs.com/5a6eee627600a672efdacc09ffff1e5c","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a>[Miser]&nbsp;🚀&nbsp;","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a>[Miser]&nbsp;🚀&nbsp;","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$[Miser] 🚀","images":[{"img":"https://static.itradeup.com/news/ade8ac5727b2853db9b1f1eb02a234fa","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006550656","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9036104234,"gmtCreate":1647006368965,"gmtModify":1676534186575,"author":{"id":"4096346018826260","authorId":"4096346018826260","name":"Taurus_wl","avatar":"https://static.tigerbbs.com/5a6eee627600a672efdacc09ffff1e5c","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Is time to buy in more for OCBC!","listText":"Is time to buy in more for OCBC!","text":"Is time to buy in more for OCBC!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036104234","repostId":"9036335459","repostType":1,"repost":{"id":9036335459,"gmtCreate":1646983750111,"gmtModify":1676534184478,"author":{"id":"9000000000000671","authorId":"9000000000000671","name":"BorisBack","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Oversea-Chinese Banking's (SGX:O39) Upcoming Dividend Will Be Larger Than Last Year's","htmlText":"Oversea-Chinese Banking Corporation Limited's<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a> dividend will be increasing to S$0.28 on 20th of May. This makes the dividend yield about the same as the industry average at 4.5%. We like a dividend to be consistent over the long term, so checking whether it is sustainable is important. Before making this announcement, Oversea-Chinese Banking was earning enough to cover the dividend, but it wasn't generating any free cash flows. In general, we consider cash flow to be more important than earnings, so we would be cautious about relying on the sustainability of this dividend. Over the next year, EPS is forecast to expand by 12.4%. If the dividend continues along recent trends, we estimate the payout ratio will be","listText":"Oversea-Chinese Banking Corporation Limited's<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a> dividend will be increasing to S$0.28 on 20th of May. This makes the dividend yield about the same as the industry average at 4.5%. We like a dividend to be consistent over the long term, so checking whether it is sustainable is important. Before making this announcement, Oversea-Chinese Banking was earning enough to cover the dividend, but it wasn't generating any free cash flows. In general, we consider cash flow to be more important than earnings, so we would be cautious about relying on the sustainability of this dividend. Over the next year, EPS is forecast to expand by 12.4%. If the dividend continues along recent trends, we estimate the payout ratio will be","text":"Oversea-Chinese Banking Corporation Limited's$OVERSEA-CHINESE BANKING CORP(O39.SI)$ dividend will be increasing to S$0.28 on 20th of May. This makes the dividend yield about the same as the industry average at 4.5%. We like a dividend to be consistent over the long term, so checking whether it is sustainable is important. Before making this announcement, Oversea-Chinese Banking was earning enough to cover the dividend, but it wasn't generating any free cash flows. 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