|
發表於 2007-10-14 23:43:19
|
顯示全部樓層
2689 內地造紙龍頭 增長快 穩定 不太受宏調影響 ( paper business will getting drop and to be replaced by internet . Newspaper, magazine , publishing business circulation is dropping and replacing by internet )
2007 最多土地儲備地產商 建築成本比其他公司平 ( agree , but 2777 is more focus on city area in GZ )
1398 國內最大規模商業銀行 ( agree , but 3988 is more agressive on international market )
910 由製衣變身成林木資源股 公布業績對板 ... no idea
3377 北方大型地產商 主要根據地為首都北京... agree
670 $7.25有1手 國內3大航空公司之一 停牌3個月 追落後 引入新航改革 ....agree
3818 $3.98招股有1手 最大運動用品代理之一 內需概念 ... are they doing dealer business or they have their own brand ? I personally dont think "make in china" brand has market in china
1136 $10.6入左2手 國家大興基建 非常需求水泥材料 ...very agree
remarks ... i am a beginner of 價值投資法 . Above is just my little idea . |
|