2019年第3個星期總結 (update-ME8U quarterly result)

今星期就REITS繼續升, 美股又繼續穩定, 好似上年一月咁, 係咁升, 今年唔知係咪咁, 二月跌又三月又升返之類, 好奇妙

尋日見到Cherry 姐開左個POST

http://cherry1201.blogspot.com/2019/01/go-deeper-not-wider.html

講得太好, 今年真係要將成日想做既野go deeper, 有時太過分心真係唔能夠提升到另一個層次, 還是要抽多點時間進行才成, 結局無人知, 但唔進行肯定會失敗, 要繼續努力

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鍾記兄出左新書, 但我調轉頭買返本新版既<<選股與估值>>

http://bennychungwai.blogspot.com/2018/12/2019.html

個人認為內容非常貼地, 很值得推薦, 遲啲試下計下數再分享, 暫時應用係美股個堆科網股幾有得著, 非常感謝

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(美股/歐股)業績公佈:

UNH 業績都穩定地增長, 都係放係度有佢自然增長

netflix 就肯加價, content is king, 但個人選擇左disney 未來兩年潛在升幅可能好過netflix

23/1: FFIV, XLNX 
24/1: ISRG
25/1: ERIC

29/1: AAPL, MSFT, ALGN,
30/1: FB, V, AMZN, NOW, GOOG, BABA
31/1: MA

5/2: DIS, EL, TSLA, 
6/2: NVDA
7/2: TWTR, NOK?

13/2: NTAP

25/2: WDAY
26/2: CRM

14/3: ADBE
20/3: NKE

4/4: Wirecard

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(港股及新加坡)股業績公佈:

ND8U 保持SG$0.024 派息, 現價$1.45, 派率約6.6%, 穩定但未必有好多增長

21/1: M44U (add 20190121: DPU: SG$0.02002, Vs $0.01907, 5% increment quarterly, expected whole yr interest=$0.0792, interest rate=0.0792/1.34=5.91%) - details

22/1: ME8U (add 20190122: DPU: SG$0.0307, Vs $0.0288, 6.6% increment quarterly, expected whole yr interest=$0.1215, interest rate=0.1215/1.98=6.14%) - details

23/1: N2IU, C38U

24/1: BUOU

25/1: RW0U 

28/1: 778

30/1: A17U 

1/2: AU8U

Feb: 435, 331, 405
March: 808, 1997, 2388
Apr: 900
June: 823
July: 1373