To The Moon

Greetings, fellow tigers! Today, I want to shed some light on a powerful strategy that can potentially help you earn money in the financial markets - selling put options. While options trading may seem complex, selling put options can be a lucrative and relatively straightforward approach to generating income. So, let's dive into the basics and understand how you can leverage this strategy to your advantage. [Sly] 📚 Understanding Put Options Before I delve into selling put options, let's grasp the concept of what a put option is. A put option is a financial contract that grants the holder the right, but not the obligation, to sell an underlying asset (such as stocks) at a specified price (strike price) within a predetermined period (expiration date). When you sell a put opt

天齊鋰業（9696，H股市值93億元，A+H總市值1,441億元）上週四晚派成績表後，先跌後升，兩個交易日累計升3.2％。現價56.55元，績優大超值。天齊績後，麥格理睇127元，較現價高125%。1）天齊是全球最大的鋰開採商，市佔率高達38%，歷史逾20年，主要客戶包括全球頂級電池製造商、電池材料生產商。天齊A股（深：002466）2010年在深圳上市，H股去年7月在港掛牌，IPO價82元，現價潛水31％。2022財年（12月年結），天齊營收401.7億元人幣，大增4.3倍；純利239.4億元人幣；EPS 15.52元人幣，爆升5.2倍，往績PE 3.2倍。同業贛鋒鋰業（1772，H股市值201億元，A+H總市值1,458億元）上週三宣佈業績，去年營收414億元人幣，大增2.7倍，純利205億元人幣，大增2.9倍；EPS 10.18元人幣，大增2.8倍。現價49.9元，往績PE 4.3倍，天齊較其折讓26%。2）以去年底NAV計，天齊PB 1.68倍，較贛鋒的2.0倍折讓16%。3）天齊派期息每股3元人幣，摺合股息率6釐。贛鋒派1元人幣，股息率2.3釐，天齊較其高出3.7釐。 今年預測PE 3.8倍 股息6釐4）2023財年，彭博綜合預測天齊盈利回落12％，天齊與相關股份2023財年的預測估值如下：．天齊：PE 3.8倍、PB 1.2倍、股息率6釐；．贛鋒：PE 5.5倍、PB 1.6倍、股息率2.5釐；．龍佰（深：002601）：PE 11.5倍、PB 2.2倍、股息率5.1釐；．寧德時代（深：300750）：PE 31倍、PB 5.0倍、股息率0.5釐；．廣東宏大（深：002683）：PE 35倍、PB 3.6倍、股息率1釐；．昊華科技（滬：600378）：PE 38倍、PB 5.1倍、股息率0.8釐。 麥格理睇升125% 天齊現價56.55元，目標97元（摺合今年預