Mobius notes that prices of H shares (Chinese companies listed in Hong Kong) have been hit as a result of the declines on the Shanghai domestic market. "Now, you can pick up these stocks (H shares) at single digit price-to-earnings ratios," Mobius told CNBC's Asia Squawk Box Tuesday, and that's a substantial discount.
"Our best success in China has been in the private equity area," Mobius, executive chairman at Templeton Asset Management said. "For example, China High Speed -- we've went up 17 times in that stock."
"The other side is consumers. We'd love to get more exposure to consumers" Mobius said. Giordano and Esprit are two very interesting companies going forward if they can establish a strong presence in China, he added.
9 則留言:
邊個燈神？
依家係咪應該考慮分段入市，而唔係出貨？明天個市一開；肯定跌八百點以上，要走貨應該一早走啦。現在先走，係咪遲左d呢。。。。
haha....大口仔諗要睇佢買咩股票喎....如果係美國相關股票，真係可能會反彈前沽出，減到收唔到聲。但如果係中資銀行股，可能係明智決定....
很希望林sir 依家出來講講野。。。。
941 跌咁多... 今日林sir 一定買唔少貨....
"The way to make money is to buy when blood is running in the streets."
- John D. Rockefeller
"股市要求堅定的信心，沒有信心者必將滅亡。"
- 彼得．林區在One Up On Wall Street一書中所說的話
Mobius notes that prices of H shares (Chinese companies listed in Hong Kong) have been hit as a result of the declines on the Shanghai domestic market. "Now, you can pick up these stocks (H shares) at single digit price-to-earnings ratios," Mobius told CNBC's Asia Squawk Box Tuesday, and that's a substantial discount.
"Our best success in China has been in the private equity area," Mobius, executive chairman at Templeton Asset Management said. "For example, China High Speed -- we've went up 17 times in that stock."
"The other side is consumers. We'd love to get more exposure to consumers" Mobius said. Giordano and Esprit are two very interesting companies going forward if they can establish a strong presence in China, he added.
你位燈神朋友都幾準.... :)
我的聽覺受損，一直依賴您將林森池在rthk所講記錄下來，在此多謝您！
不知您可否將陳享利對未來局勢也記錄下來呢？
http://www.rthk.org.hk/rthk/pth/ezone/20080925.html
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