Stock In Play 13-May-2022
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Booking Holdings(BKNG)Booking Holdings(BKNG)
簡介: https://www.youtube.com/watch?v=DxTxOJHiHDI 由於呢個youtuber 同我諗既野一樣,佢既youtube 好詳細地講介左公司background,點都好過睇文字,不過佢只係作介紹公司,以下我會為booking 作一些簡單估值。 —————————————————————————————————————— 首先吸引我的是: 股市在高位,我想轉倉投資於受疫情影響,但又未收覆失地的企業,而之後疫情好轉會受惠的股票。 而BKNG同EXPE(有興趣遲D再講)吸引我的地方是,它們利潤率高,本身固有成本小,因此面臨倒閉的可能性大大遠低於DAL那些成本大的企業,因為風險是不知疫情何時才會好轉。但我相信即使好耐都未好轉,BKNG EXPE也不會面臨倒閉。 因此對於這類投資策略,我會先著重balance sheet,看看債務如何。 —————————————————————————————————— 財務狀況: Cash and Short Term Investments :$7310m Notes Payable/Short Term Debt :0 基本上唔洗擔心短期要還錢風險。 Total Long Term
13-Mar-2022 Weekly recap13-Mar-2022 Weekly recap
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