减持招商银行 增持贵州茅台——续《在挫折中成长——我的股票组合》

• 作 者: 陈逢元
• 出 处: 大众理财顾问
• 发表日期: 2013年11期
• 关键词: 股票组合 中报 预收账款 市盈率 看空 销售费用 跌停 长期投资价值 定向增发 政策压力

笔者在本刊今年第4期《在挫折中成长——我的投资组合》一文中透露了当时的投资组合,其中招行占比60%,茅台占比23%。然而到了今年9月底,仓位比例反过来了,茅台占比80%,招行占比15%。在别人恐惧时我贪婪8月底,贵州茅台公布2013年中报:净利润增长4%,为上市以来最低增长;预收账款下降84%;

The author in the 4th issue of this year, “Growth in Setbacks - My Portfolio,” a article revealed the then portfolio, of which China Merchants Bank accounted for 60% Maotai accounted for 23%. However, by the end of September this year, the proportion of positions in turn, Maotai accounted for 80%, China Merchants Bank accounted for 15%. I am greedy when others fear the end of August, Kweichow Moutai announced in the 2013 annual report: net profit increased 4%, the lowest increase since listing; advances down 84%