in other client
首页好灵数据 资料我的资料 自选我的自选股 邀请我的邀请奖励 API 我的API 财务财务中心
帮助关于
  • 股权信息
  • 股本结构
  • 十大股东
  • 十大流通股东
  • 基金持股
  • 高管增减持
  • 股东人数
  • 限售解禁
  • 股票交易
  • 成交明细
  • 分价表
  • 大单统计
  • 大宗交易
  • 龙虎榜数据
  • 融资融券
  • 公司运作
  • 股东大会
  • 收入构成
  • 重大事项
  • 分红送配
  • 增发一览
  • 内部交易
  • IR活动记录
  • 财务数据
  • 业绩预告
  • 主要指标
  • 利润表
  • 资产负债表
  • 现金流量表
  • 所有者权益变动
  • 雪球选股器
花饮月
花饮月
发布于2021-07-29 01:09:38

谈谈江苏有线的内在价值分析

江苏有线经过5年多的下跌,现在已经到了2.94的价格,论坛里有人看多,有人看空,但是无论多空,理由都觉得很可笑.

这里,我谈谈我个人的一些看法:

1.江苏有线的价值在哪里?   这要从江苏有线的报表和公告信息来看: 投资中国广电5亿,收购辖属44家电台电视台83亿,银行存款40亿,握有本公司股权51%,这都是公开信息,接下来我们做一个简单的加法:5+83+40+(73)=201亿,如果不算股权=128亿.今天的市值是147亿,并且所有持有江苏有线股票的人都没有赢利(这一点很重要),如果算128亿的话,必须加上除44家电视台电台以外所有市县的办公楼已经楼内所有设备----也就是当初发行股票的50亿元.

2.如果这个内在价值没有算错的话,现在的价格应该早已进入投资区域了,但问题是在这个区域为什么还有那么多的抛盘?难道都是为了投机赚取差价?为什么有那么多抛盘有自信一定能在更低的价位上买回?

3.那么多亏损的抛盘究竟谁买走了?所谓有买必有卖,每天堆积如山的抛盘,源源不断的挂单,到底卖给谁了?谁会在价值投资区域买进?谁又会在价值投资区域卖出?理论上如果明天江苏有线倒闭了,公司应该按资产价格折现分给每一个股东,那么每一股股东到手的价格都比现在的2.94元多,这是一笔稳赚不赔的无风险套利过程.理解了这点,谁在买的问题自然就解决了.

4.价格围绕价值上下波动,这是经济学的最基础理论,所以股价低于真正的价值也很正常,价值发现也是需要时间的,当然这里并不是说2.94元就是最低价格,也有可能到1元或者0.5元,但经济规律告诉我们,最终它是会回到价值以上的价格的.

5.最大的问题是假如知道股价最终会到1元,那为什么不在现在抛出,然后再在1元买回呐?恕我直言,这就是典型的贪,试问你有几分把握确定一定回到1元?或者如果真的到了1元,你确定你连几万元都拿不出来?如果有的话,买上几万股摊平价格岂不美哉!为什么一定要现在就割肉而出?

转载自: 600959股吧 http://600959.h0.cn
954 阅读 0 评论 · 0
转发 收藏

全部评论(0

江苏有线分时图
同行业相关最新帖子
名称 最新 涨跌 换手 十日
浦发银行 9.12 -0.76% 0.2 11.92
保利地产 12.20 -3.33% 0.8 15.43
平安银行 18.89 -3.23% 0.6 16.82
皇庭国际 3.19 -4.78% 1.9 4.06
神州B 0.17 13.33% 0.5 0.14
名称 最新 涨跌 换手 十日
0.00 0.00% 0.00
公司简介

公司名称:江苏有线

股票代码:sh600959

市场类型:主板

上市日期:日

所属行业:影视音像

所属地区:江苏

公司全称:江苏省广电有线信息网络股份有限公司

英文名称:Jiangsu Broadcasting Cable Information Network Corporation Limited

公司简介:江苏有线公司是江苏省委、省政府根据中央文化体制改革精神,在整合全省广电网络资源基础上组建的国有大型文化企业。公司主要从事广电网络的建设运营,广播电视节目传输、数据宽带业务以及数字电视增值业务的开发与经营。公司自设立以来,一直致力于成为国内一流的综合...

注册资本:50亿

法人代表:姜龙

总  经 理:庄传伟

董      秘:匡晖

公司网址:www.jscnnet.com

电子信箱:jscn@jscnnet.com

Copyright © 江苏有线股票 600959股吧股票 江苏有线股票 网站地图 备案号:沪ICP备15043930号-1
Better site: ProxyBot webproxy https://proxybot.cc/b?q=21118YXWuPkBoXi8s6oSEdSk1kFaBSTuFX6aXs
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2IF81XqXTuaXk86FUS1SXiauQ8TdTHnXnYuwv-XqXThR-3hLpaXkfLssCuXYOauOYkOs6ooCikCnhR-3hLpbkoTl6YaXawt00yN30t0
Better site: ProxyBot webproxy https://proxybot.cc/b?q=TCFuY6YXVduinkX8Q7ESXsdXoXXquggV3aVY6YXs6iVBnFkXUdnVBd6nks6iVouUkTksqS
Better site: ProxyBot webproxy https://proxybot.cc/b?q=TCFuY6YXVduinkX8Q7ESBkusCYCoV3aVY6YXs6iVs6oXQVW6YVMVj6iCBS
Better site: ProxyBot webproxy https://proxybot.cc/b?q=0T6Fi8ouSBFSBukFsdSHrwBkiaFkJsF6knXkJnCjubTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=21118YXWuPkBoXi8s6oSEdSTF6o6nX6iB
Better site: ProxyBot webproxy https://proxybot.cc/b?q=21118T6FidCj8s6oSsdkiiuYBSq66q66VuinuFnkXiouin
Better site: ProxyBot webproxy https://proxybot.cc/b?q=21118YXWuPkBoXi8s6oSBqSsdknVdnoYySl-kaXB6iZ-XB
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2j66qB86TuiuaXnX6i86FUSuQsuFTnBHTkUuwuQsuFTnBbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwXnbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwaubkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuBbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwaubkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwaubkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwXnbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwXnbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwXnbkoTlkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DkoTh3DYkiUwuBbkoTlkoTh3DkoTh3DYkiUwXnbkoTlkoTh3DYkiUwXnbkoTlYkiUwau
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2IF8QdkoBnuF8s6oSnkUBSdkFa
Better site: ProxyBot webproxy https://proxybot.cc/b?q=0T6Fi8ouSBFSBukFsdSHrwBkiaFkJsF6knXkJnCjubTwy
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2IF8o81XqXTuaXk86FUS1XqXSR-FkWuiOZaXBnFXsnA
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2j66qB86TuiuaXnX6i86FUSuQsuFTnBHTkUuwuQsuFTnBbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuBbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwaubkoTlkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DkoTh3DYkiUwaubkoTlkoTh3DkoTh3DYkiUwuBbkoTlkoTh3DYkiUwuBbkoTlYkiUwau
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2IF81XqXTuaXk86FUS1SXiauQ8TdTHnXnYuw2-ThR-3hLpsXkYfl-6jXYue-TnX6iBbkoTlkoTlkoTlFunCFin6wt9JIhR-3hLpWFXuFJuiJBT6Fn
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2uB8o81XqXTuaXk86FUS1XqXSR-kYuiakFX6OPCYXki6OTF6YhR-3hLpTnXs6
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2QdkoBnuF8s6oSWXau6BSjkYYTuiVTXikiUYkF6VBkVTuqTuqVdkjkiUVikqkCT6VBkVnkj6VQdFDMQs
Better site: ProxyBot webproxy https://proxybot.cc/b?q=21118T6FidCj8s6oSWXu1OWXau68TdTHWXu1qu7wTd0Ny53t9N3yNIk
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2Xn8BTkiqjkiU8s6oSyWinBSWXau6SnXouBn6TJnuksduFJn6JICsqJduFHsB6Fnwn6T
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2s6oo6iB81XqXouaXk86FUS1XqXSl-k7OMp
Better site: ProxyBot webproxy https://proxybot.cc/b?q=21118YXWuPkBoXi8s6oSauSsdknVdnoYySl-kaXB6iZ-XB
Better site: ProxyBot webproxy https://proxybot.cc/b?q=211181ujYX68PTSFkiqXiUSdukYndskFuSqBBiBSMNNpNyt0
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2PXEEjCiquF8s6oSn1Styypgg5SkokFkVF6okiXVdkWXiUVkikYVBuQVndknVokquBVduFVFusnCoVTF6YkTBu8dnoY
Better site: ProxyBot webproxy https://proxybot.cc/b?q=0T6Fi8ouSBFSBukFsdSHrwBkiaFkJsF6knXkJnCjuvsknuU6FXuB
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2Xa8BTkiqjkiU8s6oSyWinBSWXau6SnXouBn6TJnuksduFJn6JICsqJduF
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2IFVIF8Iksuj66q8s6oSY6UXiSHiuQnwdnnTBh3LhM8-hM8-IFVIF8Iksuj66q8s6ohM8-aXFusn6F7hM8-Tu6TYuhM8-H-
Better site: ProxyBot webproxy https://proxybot.cc/b?q=21118T6FidCj8s6oSo6auYSirTdX
Better site: ProxyBot webproxy https://proxybot.cc/b?q=21118YXWuPkBoXi8s6oSiYSsdknVdnoYySl-kaXB6iZ-XB
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2PT8BTkiqjkiU8s6oSyWinBSWXau6SnXouBn6ThMNnuksduFhMNn6hMNICsqhMNduF
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBStgpNgHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBStgpNpHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBStgptNHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBSt5t0pHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBSt5tgNHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBStgpNgHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBSt5tgtHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBStgpNpHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBStgptNHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBSt5tgMHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBSt5tgNHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2j66qB86TuiuaXnX6i86FUSuQsuFTnBHTkUuwuQsuFTnBbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuBbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwaubkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DkoTh3DkoTh3DYkiUwaubkoTlkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DYkiUwuibkoTlkoTh3DYkiUwuibkoTlYkiUwui
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBSt5tgtHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBStgpNgHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBStgpNgHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBSt5tgMHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2IF81XqXTuaXk86FUS1SXiauQ8TdTHnXnYuw2-ThR-3hLpsXkYfR-6iiuQX6ibkoTlkoTlFunCFin6wA-XrCXauJB7i6WXkYbkoTlkoTlFunCFin6rCuF7wkoThMy3DFuaXFusnh3V-i6hM0koThMy3Do6jXYuksnX6ih3V-n6UUYuOWXu1OauBqn6T
Better site: ProxyBot webproxy https://proxybot.cc/b?q=TCFuY6YXVduinkX8Q7ESuYVBusFunXn6VMaVBd6nks6iVY6YXs6iVs6YYusnX6iVW6YVytS
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2k8jui6ijYqa8Q7ESkTXSBT6nBStgpNgHTwt
Better site: ProxyBot webproxy https://proxybot.cc/b?q=0T6Fi8ouSBFSBukFsdSHrwBkiksXPkJTCBksXskb6wtbTw0
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2j66qB86TuiuaXnX6i86FUSuQsuFTnBHTkUuwuQsuFTnBbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuBbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwaubkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DkoTh3DkoTh3DYkiUwaubkoTlkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DYkiUwuibkoTlkoTh3DYkiUwuibkoTlYkiUwau
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2j66qB86TuiuaXnX6i86FUSuQsuFTnBHTkUuwuQsuFTnBbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuBbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwaubkoTlkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DkoTh3DYkiUwaubkoTlkoTh3DkoTh3DYkiUwuibkoTlkoTh3DYkiUwuibkoTlYkiUwuB
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2j66qB86TuiuaXnX6i86FUSuQsuFTnBHTkUuwuQsuFTnBbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuBbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwaubkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DkoTh3DkoTh3DYkiUwaubkoTlkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DYkiUwuibkoTlkoTh3DYkiUwuibkoTlYkiUwuB
Better site: ProxyBot webproxy https://proxybot.cc/b?q=2j66qB86TuiuaXnX6i86FUSuQsuFTnBHTkUuwuQsuFTnBbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuBbkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwaubkoTlkoTh3DkoTh3DkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DkoTh3DkoTh3DYkiUwaubkoTlkoTh3DkoTh3DkoTh3DYkiUwuibkoTlkoTh3DkoTh3DYkiUwuibkoTlkoTh3DYkiUwuibkoTlYkiUwXn
Better site: ProxyBot webproxy https://proxybot.cc/b?q=21118U66UYunkUokikUuF8s6oSiB8dnoYHXaw4-G-l-Vv-R-l-yMv-
Better site: ProxyBot webproxy https://proxybot.cc/b?q=21118U66UYunkUokikUuF8s6oSiB8dnoYHXaw4-G-l-Vv-R-l-yMv-
Better site: ProxyBot webproxy https://proxybot.cc/b?q=0T6Fi8ouSBFSBukFsdSHrwBkUU7JBokYYJnXnBb6wtbTwg
Better site: ProxyBot webproxy https://proxybot.cc/b?q=0NNpyp8dN8siSUCjkOyM08dnoY