"KIKO"1. We have been fairly steady the last few months and it appears business is strong into the 1st quarter of next year.” (Primary Metals)
2. Continued strong demand for product and strong forecast for next year.” (Nonmetallic Mineral Products)
請問強大如何看這兩個產業的分析呢?
第一季,礦業是否有向上拉的機會?
明年非金屬礦產品的強勁,應該偏向投資甚麼樣的產業呢?
Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西,而是因為「買得好」。)
~by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor
"fundhot""KIKO"1. We have been fairly steady the last few months and it appears business is strong into the 1st quarter of next year.” (Primary Metals)
2. Continued strong demand for product and strong forecast for next year.” (Nonmetallic Mineral Products)
請問強大如何看這兩個產業的分析呢?
第一季,礦業是否有向上拉的機會?
明年非金屬礦產品的強勁,應該偏向投資甚麼樣的產業呢?
謝謝你的報告。這是ISM發布的美國PMI報告,以美國當地市場為主,看得出新訂單好轉,景氣復甦。
關於你的問題:
1. 不確定是不是第一季發酵,但2017礦業很有機會;只要中國景氣也能配合落底後成長。
2. 「非金屬礦產品」組成多數跟蓋房子有關(水泥、砂石等),可以看出美國房市是樂觀的。
"KIKO"最近礦業是有高漲,看來還可以繼續持有了
Investment success doesn't come from "buying good things",
but rather from "buying things well"
(投資成功不是因為買到好東西,而是因為「買得好」。)
~by Howard Marks, The Most Important Thing: Uncommon Sense for the Thoughtful Investor