Sell Side Analyst 係香港有冇前景?

234 回覆
15 Like 1 Dislike
2019-04-04 22:17:02
份report 賣得出 = fo
賣唔出 = cost centre
2019-04-04 22:53:15
今年citi果個都幾有娛樂性
不過同事同佢睇同一個sector話佢真勁
2019-04-04 23:04:29
係咪public ,想睇
2019-04-04 23:04:38
最底個問題喺大陸公司業績第一個指定問題嚟 仲有啲咩生態系統聽完都唔知做緊乜嘅buzzword
2019-04-04 23:08:06
2019-04-05 08:31:58
小弟而家做緊一間AM, 公司有玩直投去一D PE fund projects/non-listed companies investment projects, 唔只係玩equities/bonds/CC.....有母公司大水喉射住......但人工就幾麻麻, 呢間野係2個sell-side experienced trader and Sales 出黎開的buy-side.
咁呢D 係咪都可以regarded as 細行?

而家小弟做MO 之餘又要兼顧埋FO 野.......雖然唔算好chur, 但你地講到前景咁......唉.......我期望係有buy-side exp 之後入去private bank 做MO/FO 算......... (PS: 有親戚做緊PB FO top sales), 但跑數壓力太大, 不了。一係就去PB 度做果D top sales 的秘書仔, 聽聞做呢D PB 的秘書仔, 人工都講緊50K 起跳, 勁和味, 新年利市公價5000蚊起跳....
2019-04-05 08:33:52
唉, 好耐之前In 一間外資sell side, 見完個chief analyst (star analyst) in TMT, 最後唔請.....
2019-04-05 09:52:16
buyside am大定細睇AUM.
<USD 1bn AUM:細行
USD1bn to 5bn: mid size
2019-04-05 11:49:38
你公司大約幾多人? 睇落應該唔係大buy side公司 但aum唔知幾多?
2019-04-05 12:42:45
lm
2019-04-05 13:16:00
Strategy capacity
2019-04-05 13:17:33
入buy-side係為左打份工嘅不如去返sell side
2019-04-05 13:47:25
absolutely agree

btw, u think cfroi works esp Asia?
2019-04-05 13:54:21
From value partner?
Emmm I look at more in smart money flow and factors being priced in or not with regard to the price action and how the market reacts to sell-side reports
CFROI at the end of the day is just one perspective for fundamental analysis, but fundamental factors have to be taken into account with market expectation
Eg Netflix has more downside risks than upside potential, coz whatever are favourable to its development are almost priced in, but many risks are not yet taken in account...
At this I’m more short-term: valuation not attractive and recession risk is forthcoming; mainland A share market may be relatively more attractive, especially with the help of MSCI, Russell and Dow
2019-04-05 14:25:33
na, I'm AXJ sector analyst, VP is relatively small in that front. u cover hk/China?

agree with u on market view except china a. the valuation argument in Chinese equity or China a has been around for a very long time but it ignores policy, capital flows risk etc. especially the fact that it is still a closed market with too many gamblers. MSCI, ftse inclusion helps in theory, but it didn't help last time round tho

2019-04-05 17:59:11
點解咁講?想知多d
2019-04-05 18:25:48
Chings 而家幾多年資搵緊幾多
2019-04-05 18:30:17
Chinese market is undergoing a structural change with a more open market as reflected in the consistent reforming of QFII quota and the government’s eagerness to invite foreign capital (MSCI’s increase in a share proportion can be attributed largely to Central government’s effort)
Also, the Fed has taken a dovish attitude since the early Jan, causing a weak USD which provides support to the EM currencies, especially RMB; continuous and strong cash inflow into China market can reflect foreign capital’s confidence in China market compared to the US market
You may also view it as a kind of mean reversion mechanism: China market underperformed other markets last year significantly; it is normal to have fund flow this year, with the help of MSCI theme as said.
2019-04-05 18:33:05
2019-04-05 18:36:09
2019-04-05 18:40:57
2019-04-05 19:00:26
2019-04-05 19:09:47
depends how u define the lobbying effort...obviously they did a lot on and under the table ...guess u read those already. also, Chinese Gov has the incentive to keep stable CNY at least before trade war concludes to keep trump happier

I'm more on the mean reversion camp, just like semi con, earnings isnt there but share price is back to summer 18 level. I'm kinda concern march is just an early pull in ahead and it will be a sell on fact once everything is done, limited visibility in 2nd half thus far. seems it is much easier to hire now even in tier 1 cities, good or bad sign?
2019-04-05 19:13:25
2019-04-05 19:50:34
我係準備入行既初哥,想問special situation analyst 係做乜?
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