Izbrani forum: Borza
Izbrana tema: GRVG novo vrednotenje
sporočil: 10.178
ne, da bi dvomil v tvojo pravilno odločitev, a raste prav vse. grvg
je v zadnjem letu celo delnica, ki je v prvi kotaciji najmanj
zrasla. rast delnic ima sedaj res zelo malo z rastjo slovenskih
podjetij. prej bi rekel, da se je balkanski virus prenesel tudi v
slovenijo.
sporočil: 27.711
Bob je napisal(a):zato lahko pricakovani dobicek pri nalozbi v grvg zelo enostavno izracunamo tako, da pogledamo rast indeksa in razliko do sedanje rasti grvg in evo nam tarce. juhej!
grvg je v zadnjem letu celo delnica, ki je v prvi kotaciji najmanj zrasla.
(TO JE SALA)
sporočil: 10.178
najbolj enostavno je primerjati vrednotenja balkanskih podjetij z
našimi, banke, elektopodjetja pa kot kaže tudi farmacija, imajo v
sloveniji kot kaže še veliko prostora za rast.
sporočil: 606
crt je napisal(a):x 1.17 (zaradi pralnih strojev, ki perejo gate trajderjem po celi Evropi)
zato lahko pricakovani dobicek pri nalozbi v grvg zelo enostavno izracunamo tako, da pogledamo rast indeksa in razliko do sedanje rasti grvg in evo nam tarce.
sporočil: 606
Zadnja sprememba: anon-105336 30.01.2007 11:13
Zadnje case nič več ne berem o izjavah strokovnjakov o prihajajoči
korekciji.Odkar se jo je "napovedalo", je vse tiho. Mogoce se pa le kdo spet opogumi? :)
A se je kak fundament spremenil al kako, da tema ni vec aktualna?
sporočil: 2.011
crt je napisal(a):
zato lahko pricakovani dobicek pri nalozbi v grvg zelo enostavno izracunamo tako, da pogledamo rast indeksa in razliko do sedanje rasti grvg in evo nam tarce. juhej!
(TO JE SALA)
To je glede na psihologijo ovc ki se sedaj usuvajo na trg lahko povsem res ;)
sporočil: 27.711
se ti zdi prejsnja reakcija publike taksna, da bi koga motivirala,
da se se kaj oglasa?
sporočil: 27.711
Zadnja sprememba: crt 30.01.2007 20:40
ravno zbiram misli za en tekst, pa ce komu prav pride -- po svoje
spada tule zraven.ljudski glas pravi: "kitajska borza raste zato, ker je tam visoka gospodarska rast."
tole je graf shanghai composite za zadnjih 5 let: http://finance.yahoo.com/q/bc?s=000001.SS&t=my&l=o ff&z=m&q=l&c=
rezultat za obdobje 2001 - 2005: skoraj vsako leto minus
gospodarska rast 2001 - 2005 na letni ravni: precej podobna kot v 2006
sporočil: 1.009
En stric temu pravi "growth trap":
http://www.dailyreckoning.co.uk/article/16082006 3.html
...By 2003, China was the second largest economy in the world and the largest recipient of foreign direct investment...Throughout the early '90s, Brazil's GDP grew at 1.8% per year less than one-fifth of China's GDP growth. Makes you want to invest in China, right? Wrong...
"From 1992 onward, China experienced the world's worst stock returns as investors saw their portfolio shrink, on average, by almost 10% per year. A $1,000 investment in China at the end of 1991 shrank to $320 by the end of 2003...
"Brazil, on the other hand, produced extraordinarily good returns of over 15% per year, with the same $1,000 investment in 1992 accumulating to $4,781, handily beating US stocks. China was indisputably the world's fastest-growing country, but investors in China realized horrible returns - because of the overvaluation of Chinese shares. On the other hand, stock prices in Brazil were cheap in 1992, and all its economic troubles kept its prices low over the subsequent decade. As a result, the dividend yield on Brazilian stocks stayed high. Patient investors, buying value instead of hype, won out."
http://www.dailyreckoning.co.uk/article/16082006 3.html
...By 2003, China was the second largest economy in the world and the largest recipient of foreign direct investment...Throughout the early '90s, Brazil's GDP grew at 1.8% per year less than one-fifth of China's GDP growth. Makes you want to invest in China, right? Wrong...
"From 1992 onward, China experienced the world's worst stock returns as investors saw their portfolio shrink, on average, by almost 10% per year. A $1,000 investment in China at the end of 1991 shrank to $320 by the end of 2003...
"Brazil, on the other hand, produced extraordinarily good returns of over 15% per year, with the same $1,000 investment in 1992 accumulating to $4,781, handily beating US stocks. China was indisputably the world's fastest-growing country, but investors in China realized horrible returns - because of the overvaluation of Chinese shares. On the other hand, stock prices in Brazil were cheap in 1992, and all its economic troubles kept its prices low over the subsequent decade. As a result, the dividend yield on Brazilian stocks stayed high. Patient investors, buying value instead of hype, won out."
sporočil: 27.711
Zadnja sprememba: crt 30.01.2007 21:12
daily reckoning? vidim da si grumpy old man kot jaz :) evo en sajt
za tvojo zbirko: http://www.whiskeyandgunpowder.com/(med novejsimi zlasti priporocam war of the nerds)
sporočil: 1.009
Grumpy old man bom od tebe vzel kot kompliment. Tale viski in
pulfer si pa enkrat ze prodajal okoli in je zanimivo. Sem prebral
vojno piflarjev. Se zamislil. Nisem namrec (se) med tistimi nerds,
ki so zadolzeni za slikanje lepe slike, clanek pa v bistvu pravi,
da bo najverjetneje enkrat v moji karieri prislo do enega hudega
zloma. Fajn.