HOBALL 筆記簿

October 13, 2008

ROE只是ROA乘一個槓桿

Filed under: 投機投資 — Tags: , , , , , , — hoball @ 10:47 am

都唔知邊個PK 發明看金融股只看ROE不看ROA,ROE只是ROA乘一個扛桿,ROA就好像毛利率,如果你long term ROA係負,即係長期毛利率係負,你會唔會買依種公司? 這些東西,有資料在手的話,我不相信入面的睇數人看不到,我相信只係佢地地位太低,「唔好再玩啦,走鬼呀!」依d 咁驚嚇既野唔敢講出口罷了。在這個千億教訓之後,唔該比番d 地位睇數既人,同埋HSBCF 個ROA如果執唔番5%唔該想辦法止蝕,如果唔係過幾年又爆多次。

全文在此:會計仔筆記 – 金融海嘯有感

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