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[个股讨论] MFG - down 40% since July (10月) [复制链接]

发表于 2021-10-14 21:25 |显示全部楼层
此文章由 CalmDownOK 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 CalmDownOK 所有!转贴必须注明作者、出处和本声明,并保持内容完整
本帖最后由 CalmDownOK 于 2021-12-17 21:12 编辑

麦哲伦金融集团有限公司
ASX: MFG

32.89 AUD today
52-wk high        64.44
7 percent dividend yield for financial 2022
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发表于 2021-10-14 21:29 |显示全部楼层
此文章由 CalmDownOK 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 CalmDownOK 所有!转贴必须注明作者、出处和本声明,并保持内容完整

While Magellan holds shares in global powerhouses such as McDonald’s and Starbucks, Douglass made a more local splash in the industry when Magellan announced last December it was investing $86.8m to buy a 10 per cent stake in the Mexican chain Guzman y Gomez.

That deal is part of a small shift to buying unlisted assets, including putting $155m into new investment bank Barrenjoey late last year and $20m in an infrastructure-based fintech.
KEEP❤️CALM❤️2022❤️

发表于 2021-10-14 21:30 |显示全部楼层
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依据?

发表于 2021-10-14 21:35 来自手机 |显示全部楼层
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这股从20年头往下跌,有什么故事吗?

发表于 2021-10-14 21:39 |显示全部楼层
此文章由 CalmDownOK 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 CalmDownOK 所有!转贴必须注明作者、出处和本声明,并保持内容完整
Moonlake 发表于 2021-10-14 22:35
这股从20年头往下跌,有什么故事吗?

投资客户跑了一些
KEEP❤️CALM❤️2022❤️

发表于 2021-10-14 22:19 |显示全部楼层
此文章由 CalmDownOK 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 CalmDownOK 所有!转贴必须注明作者、出处和本声明,并保持内容完整
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发表于 2021-10-15 08:33 |显示全部楼层
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Moonlake 发表于 2021-10-14 22:35
这股从20年头往下跌,有什么故事吗?
Douglass has previously had big positions in both Tencent and Alibaba, and has admitted Magellan made two key mistakes this year: staying in China stocks too long and not getting into cyclical stocks that have surged in value.
KEEP❤️CALM❤️2022❤️

发表于 2021-10-20 10:26 |显示全部楼层
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MFG表现不错

发表于 2021-10-20 10:31 |显示全部楼层
此文章由 CalmDownOK 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 CalmDownOK 所有!转贴必须注明作者、出处和本声明,并保持内容完整

发表于 2021-10-25 07:04 |显示全部楼层
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t Magellan’s annual general meeting last Monday, Douglass sought to justify his Alibaba booboo. “If you get on the wrong side of the Communist Party, you’re going to find out you’re on the wrong side, there is no other alternative. Jack Ma found out, which was very painful for us in the last year,” Hamish lamented with characteristic levels of empathy.

“We made the assumption he would act in his own personal interests but I was wrong on that. Now he’s going to be effectively imprisoned in China for the rest of his life and have no public profile, which has been a very costly mistake for Jack.”

For the rest of his life, eh?

The very next day, The South China Morning Post – which is owned by Alibaba – reported that “Alibaba founder Jack Ma is in Europe for a series of business meetings.”

The Financial Times followed on Wednesday: “Jack Ma is holidaying in Spain, according to two people familiar with his travel plans, marking the Chinese internet tycoon’s first confirmed trip outside China since he ran foul of the country’s financial regulators late last year. The Hong Kong-traded shares of Alibaba, Ma’s e-commerce group, rose as much as 9.2 per cent on Wednesday.”
KEEP❤️CALM❤️2022❤️

发表于 2021-11-3 19:43 |显示全部楼层
此文章由 澳洲小青龙 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 澳洲小青龙 所有!转贴必须注明作者、出处和本声明,并保持内容完整
不行了
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发表于 2021-11-3 19:52 |显示全部楼层
此文章由 CalmDownOK 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 CalmDownOK 所有!转贴必须注明作者、出处和本声明,并保持内容完整

发表于 2021-11-5 18:01 |显示全部楼层
此文章由 CalmDownOK 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 CalmDownOK 所有!转贴必须注明作者、出处和本声明,并保持内容完整
Magellan Financial Group Ltd (ASX: MFG)

A note out of UBS reveals that its analysts have retained their sell rating but lifted their price target on this fund manager’s shares slightly to $29.50. This follows the release of Magellan’s latest funds under management update. UBS continues to see risks to fund outflows and pressure on its fees. Particularly given the ongoing underperformance of its global fund. The Magellan share price is fetching $35.19 today.
KEEP❤️CALM❤️2022❤️

发表于 2021-11-6 14:56 来自手机 |显示全部楼层
此文章由 小明小九 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 小明小九 所有!转贴必须注明作者、出处和本声明,并保持内容完整
MFG拿了太多的alibaba

发表于 2021-11-11 16:15 |显示全部楼层
此文章由 CalmDownOK 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 CalmDownOK 所有!转贴必须注明作者、出处和本声明,并保持内容完整
Magellan’s unlisted High Conviction Fund, which has an ASX-listed form in Magellan High Conviction Trust (ASX: MHHT), has delivered an average of 15.06% per annum since its inception in July 2013.

发表于 2021-12-8 07:12 |显示全部楼层
此文章由 CalmDownOK 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 CalmDownOK 所有!转贴必须注明作者、出处和本声明,并保持内容完整
Nothing says ‘corporate falling out’ quite like the chief executive leaving immediately for personal reasons. So, any attempt by funds management giant Magellan to pitch the shock departure of its chief executive, Brett Cairns, as otherwise won’t get much traction.
KEEP❤️CALM❤️2022❤️
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发表于 2021-12-11 11:32 |显示全部楼层
此文章由 fenggl 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 fenggl 所有!转贴必须注明作者、出处和本声明,并保持内容完整
不仅是基金业绩问题,ceo 辞职,加上 Douglass 个人问题,叠加导致。