这个票我很早以前说过,看数据非常undervalue,看成长性track record和next 5 years都很猛 25%
what is the catch? 市场对其CDS主营业务风险的估计还是非常谨慎的。我个人意见风险不大,为什么。
1. track record perfect, not a single credit event(赔钱)
2. advantage to be small, they can be selective and still enjoy the mkt growth,就是说不会自己去take unnecessary risk
我认为,ER会beat,现在价位undervalue,要catch up 当然我不赌ER
大家May 9th 早上起来盯紧点就是了,有momentum就上
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment