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Wen Wei
's comment on
PWROOT
.
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Wen Wei
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假设股息0.012 x4=0.048一年,0.048/1.42现在的股价 DY=3.38%…突然就感觉这个价位没有吸引力了
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Woei Jie
是的,看股息率确实没有吸引力了,现在消费股的周期确实非常弱,也有非常多的利空包括人力成本和增税,但是Pwroot的估值已经消化大部分的利空了,而且在外汇亏损的压力下依然稳住盈利,这确实不容易。通胀虽然会削弱消费力,但是长期而言消费情绪还是会回升的。
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