[外汇债券] Healthcare的涨势 [复制链接]

发表于 2018-9-10 14:45 |显示全部楼层

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纵横四海发表于 2018-9-10 14:16
Will this really happen:)

No idea, just being prepared for its happening

发表于 2018-9-11 11:04 |显示全部楼层

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CSL 市盈率接近50;
而Jonson & Jonson 市盈率才25
JNJ比CSL大多了而且也更安全本身就是美国最大的医疗健康公司美国人的.
所以CSL严重高估在目前的形势下
个人观点不做投资建议

spacc

发表于 2018-9-11 11:17 |显示全部楼层

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hotcoppercui 发表于 2018-9-11 11:04
CSL 市盈率接近50;
而Jonson & Jonson 市盈率才25
JNJ比CSL大多了而且也更安全本身就是美国最大的医疗健 ...

你也上hotcopper啊？

发表于 2018-9-11 11:36 |显示全部楼层

spacc 发表于 2018-9-11 11:17
你也上hotcopper啊？

恩

发表于 2018-9-11 14:30 |显示全部楼层

hotcoppercui 发表于 2018-9-11 11:04
CSL 市盈率接近50;
而Jonson & Jonson 市盈率才25
JNJ比CSL大多了而且也更安全本身就是美国最大的医疗健 ...

CSL has nothing common with JNJ. JNJ is a diversified pharmaceutical company with stable mature market so that its P/E ratio is relatively low.

On the contrary, CSL is a serum products/vaccination makers. It has relative monopoly in this area, bit like RMD in home CPAP or ISRG in medical robot machines. Because of the monopoly position, those companies usu have higher growth potential that P/E ratio are usu higher. CSL also just obtained Wuhan Ruide to access Chinese market as well. Giving the recent vaccination scandal in China, it seems that CSL has another growth point in its portfolio. Hopefully CSL will do another 1:3 dividing of its shares like it did in 2006.

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https://au.finance.yahoo.com/new ... ited-004640374.html

发表于 2018-9-11 14:32 |显示全部楼层

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发表于 2018-9-11 19:33 |显示全部楼层

dragonballz 发表于 2018-9-11 14:30
CSL has nothing common with JNJ. JNJ is a diversified pharmaceutical company with stable mature ma ...

JNJ也有垄断市场的产品
可以去查查它的财报
某种产品吧占市场份额超过50%
我看CSL的主要产品占市场份额也没有超过50%的
revenue预测成长率可以看看今年8月15csl年报第22页, 才9%; 靠什么维持近50的市盈率.

发表于 2018-9-18 15:52 |显示全部楼层

dragonballz 发表于 2018-9-6 18:35
看来买入价要出来了，180-200我会继续入一些

如果你知道会到180-200
我的建议是直接做空
从当时220的价格, 到180-200 选择合适的期权, 十倍的利润应该不太难. 当然是如果能到180-200的情况下.

发表于 2018-9-19 10:57 |显示全部楼层

hotcoppercui 发表于 2018-9-18 15:52
如果你知道会到180-200
我的建议是直接做空
从当时220的价格, 到180-200 选择合适的期权, 十倍的利润应该 ...

I should have short sell it by then

Now it is time to accumulate CSL but I need to squeeze money out since I bought low for TLS last month and NAB last week and used up my spare money.

lefeng999

木屐族

发表于 2018-9-19 11:38 |显示全部楼层

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CSL和恒瑞算得上是两个市场的宠儿了

发表于 2018-9-19 14:32 |显示全部楼层

dragonballz 发表于 2018-9-19 10:57
I should have short sell it by then

Now it is time to accumulate CSL but I need to squeeze m ...

Did you accumulate any so far?
I long TLS from its $2.7 and sold out ~$3 with option as well.
Several bags for some of the positions.
Good trade for me as well.

发表于 2018-9-19 14:32 |显示全部楼层

lefeng999 发表于 2018-9-19 11:38
CSL和恒瑞算得上是两个市场的宠儿了

太宠了就会被干

发表于 2018-9-19 14:35 |显示全部楼层

dragonballz 发表于 2018-9-19 10:57
I should have short sell it by then

Now it is time to accumulate CSL but I need to squeeze m ...

One thing I agree with you is put majority time on the big ASX50, not much rubbish small cap, mostly just pump and dump

zwzzhflxr

布鞋族

发表于 2018-9-19 20:17 |显示全部楼层

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CSL如果低于200了可以入吗

纵横四海

发表于 2018-10-2 15:45 |显示全部楼层

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what is happening with CSL today.

发表于 2018-10-9 09:57 |显示全部楼层

short CSL becomes my best play no matter from return value or percentage.
不雅ing fabulous