Ako-investovať - fórum

Ladis napísal: Ale asi ozivne Citigroup , nebot chteji propustit weltweit 25.000 zamestnancu z práce. Citigroup kupuje v Cine a Taiwanu co se dá.

Ladis napísal:@

dobré C kupovat nebo ne?

rambajs napísal:SNP...petrolejari...ten ACH jsem sledoval dost dlouho az mi ujel...ale co neni muze byt:-))

Nejakej tip na US solarniky bys nemel? ...se mi ten obor zacal nejak libit...

Honzajs napísal:@

.........The percentage of poor urban households is plummeting. And in its wake, a middle class with significant purchasing power is emerging. In fact, based on McKinsey's research, "[China's"] middle class will not reach its full spending potential for nearly 20 years."

I'll go on the record, confidently stating China's growth story will last at least this long. And that's because I've already witnessed the start of this second leg of growth first hand.

The malls in Beijing and Shanghai were packed. Much like in America, credit card companies were wooing new customers with free gifts. And the items flying off the store shelves were not much cheaper than those here in America.

Long story short, there's a growing army of Chinese middle class with much more purchasing power than many suspect. And they're already using it.

What does this mean from an investment standpoint? Buy China now... and hold on.

Another hint, focus on domestic brands as Chinese consumers are extremely nationalistic. And don't overlook any companies with technologies that show promise in dramatically reducing greenhouse emissions. Or ones involved with infrastructure, as the government has not been able to keep up with the country's rapid economic expansion.

Case in point, the streets in Beijing were built for 300,000 cars. And today, there are over 3 million on the road, making even the shortest commute a test of patience.

And before you go thinking I'm drunk on China Kool-Aid, rest assured I think the country faces some obstacles... namely, dealing with an ever-increasing wealth gap and a rapidly expanding floating population that conservatively numbers 150 million (other estimates are as high as 300 million).

In the end, though, I'm not convinced any of these shortcomings will be enough to derail the country's growth. And that's all the more reason to hold on to our current China-based investments... and to expect more to come.

Honzajs napísal: Z hlavy: koukni na ESLR.

momentálně jsem služebně mimo ČR, o víkendu se podívám do svého chytrého šanonu a když tak Ti sem ještě nějaké přihodím.

neda se nekde sehnat nejaky stary cislo toho skvelyho der aktionar,nebo jak se to jmenuje?

Jaromir Rejl napísal:a co rikate mili panove na akcie China Mobile? Sice onvista predpovida ztratu na letosni rok, ale za prvni kvartal byly dosazeny tyto vysledky: "Spolecnost China Mobile Ltd. (CHL) oznámila narust zisku za 1Q o +22% díky rekordnímu narustu novych uzivatelu. Cistý zisk vzrostl na 17,6 mld. yuanu (2,3 mld. USD) z predchozích 14,4 mld. yuanu o rok drive.Trzby vzrostly o +20% na 77,7 mld. yuanu z predchozích 65 mld. yuanu o rok dríve. Rozsirováním pokryti signalu do vesnic firma ziskala mnoho novych klientu. Analytici v prumeru ocekávali zisk kolem 17,5 mld. yuanu."

tedy, ze by se analytici s odhadem na letosni rok mylili? PEG 0,77 a pristi rok se zase uz ceka silny rust zisku. A kdyz si predstavim jaky byl boom v mobilech v hloupe CR, tak co potom v cine, kde jeste mobil preci jen kazdy nema?

Jaromir Rejl napísal:onvista predpovida ztratu na letosni rok

tedy, ze by se analytici s odhadem na letosni rok mylili? PEG 0,77