Õâ´ÎµÄʧÃß ÊǺÜÑÏÖØµÄ - »Ø¹Ëȥͷ¼¸´ÎÈ¥analyst meeting±»±ÉÊӵľÀú (1)
ijÌì¡£ÎÒÃÇportfolio managerºöÈ»ºÜÉñÃصÄÅܹýÀ´Ëµ:ÄãÒª²»Òª³öÈ¥³ÔºÃµÄ£¿ÎÒ°µft..ÒÔΪËû½ñÌìÐÄÇé¸úÊг¡Ò»ÑùºÃµÄÒªÎÒ³Ô·¹(µ±Ê±Äêµ×£¬ÕýÖµ´óÅ£ÊС££©Á¬Ã¦ËµÒª¡£½á¹ûÔÀ´ÊÇÂíÀ´Î÷ÑÇÓÐÒ»¼Ò¹«Ë¾µÄCEOÒªÀ´Ð¼ÓÆÂbriefÒ»ÏÂshareholders. ÒòΪÎÒÃÇ´ÕÇÉÓÐÄǸö¹«Ë¾²»Éٹɷݣ¬ËùÒÔ˳Àí³ÉÕµÄÒ²±»ÑûÇëÁË¡£µØµãÔÚOCBCÔÀ´µÄstaff club..ÀÏ´ó×Ô¼ºÒªÈ¥ÁíÍâÒ»¸ömeeting..ÓÚÊǾÍÅÉÎÒÈ¥ÁË¡£¡££¨µ±È»»¹ÓÐÁíÒ»senior analyst, ÔݽÐËûW)
³ö·¢Ç°£¬ÀÏ´óÉî³ÁµÄ˵ - È¥ÁËÄã¾Í³Ô ³Ô¾ÍÐÐÁË¡£¡£Ë³±ãÌýÒ»ÏÂËûÃÇÔõô˵¡£(ÎÒÐÄÖаµÏ²£¬°×³Ô ÎÒ»¹²»»áô¡££©ËµÍêÀÏ´ó¾ÍÆ®×ßÈ¥meetingÁË¡£
³ö·¢Ç°£¬C (ÁíÍâÒ»¸öanalyst, ÒòΪƽʱcover Taiwan, Korea, ËùÒÔ½»Á÷Ïà¶Ô½ÏÉÙ¡££©ÅÜÀ´ÓïÖØÐij¤µÄ¸úÎÒ˵: È¥Á˼ǵÃǧÍòʲô¶¼²»ÒªËµ£¬Ç§Íòʲô¶¼²»ÒªËµ¡£²»È»Ò»¶¨»á±»±ÉÊӵġ££¨ÎÒÇ¿ÁÒ»³ÒÉËû³öµÀʱºò±»±ÉÊÓ¹ý¡££©È»ºó»¹»æÉù»æÉ«µÄ¸øÎÒÐÎÈÝ: once somebody ask a stupid qn, everybody is like @&(#&@(*)(@!*# (´Ë´¦ÊÇÒ»¸ö±íÇ飬´ó¼Ò×Ô¼º·¢»ÓÒ»ÏÂÏëÏó¡£) ²¢ÇÒ²¹³ä - they are fund managers so they dont give a damn. ½Ó×Å×ܽá: So, just go and eat.
³ö·¢¡£
ɱ½øOCBC staff club..´ó¼ÒÎ÷×°±ÊͦµÄÒ»Ò»ÎÕÊÖ£¬Èë×ø¡£Îұ߸úCEOÎÕÊÖ±ßÃæ´ø΢ЦµÄBSËû: ¸ÐÇéÄú´óÀÏÔ¶ÅÜÀ´¾Í¼ûÁËÎÒÕâô¸öÅÜÁúÌ׵ģ¡
Ëæ×ŵÚÒ»µÀ²ËÉÏ×À¡£´ó¼Ò¿ªÊ¼Îʸ÷ÖÖ¸÷Ñù¹ØÓÚ¹«Ë¾²ßÂԵİËØÔÎÊÌ⡣˳±ãÕëí¾Ê±±×µÄ°ËØÔÁËÒ»ÏÂÌ©¹úÕþ¸®¡£(µ±Ê±Õýֵ̩¹ú·Å³öÁËÄǸöcapital control) ´ó¼ÒµÄ´óÒâ¾ÍÊÇÌ©¹úÕþ¸®Ì«²»ºñµÀ¡£Õâô×Å»¹Èò»ÈÃÈË׬Ǯ°¢ÔÆÔÆ....(°µÏ룺Æäʵ×öanalystºÍfund managerºÜÖØÒªµÄDZÖʾÍÊÇÒª»á°ËØÔ¡£Õâµã¸úÅ®ÈË̸ʲôʱÉл°ÌâÆäʵûÓб¾ÖÊÇø±ð¡£) ÎÒÔÚÒ»±ßÂñÍ·Ãͳԣ¬Å¼¶ûµÍÍ·×ö¼Ç¼״¡£´ó¼ÒҲû¿´³öʲôÆÆÕÀ¡£²»¹ýÎҺܺ¹µÄÊÇ£¬ÎÒÅԱߵÄÒ»¸öÅÖ×Ӻܲ»Ðҵij䵱Á˱¾À´¸ÃÓÐÎÒµ£µ±µÄ½ÇÉ« - ÎÊÁËN¸öºÜɵµÄÎÊÌâ¡£½á¹û±»ÖÚÈËBS¡£ÅÖ×Ó±»BSµÄ³ÔÌðÆ·³Ô³öÁËÒ»Éíº¹¡£¡£¡£
Æä¼ä½²Ð¦»°(ÀäЦ»°)Á½¸ö
A. ÐÂÎÅ: Ó¡¶ÈÓиö¸çÃǶù×öskytrain×øµ½³µ¶¥ÉÏ¡£MD¸Ð̾£ºÒÔºóÐÞskytrainǧÍò²»ÒªÈ¥Ó¡¶ÈÐÞ¡£ÐÞÁËÒ²²»Òª×Ô¼ºoperate.
B. È¥µÏ°ÝÐÞÂ¥£¬½á¹û¸Ã³Ç¶¼Ã»ÓÐÏÂË®µÀ¡£ÔÀ´ÊÇÉè¼Æʱºò°¢À²®ÈËû¼û¹ýÏÂÓꡣƫƫÏÖÔÚÈ«ÇòÆøºò¹îÒìµ¼Ö¾³£ÏÂÓê¡£Èð¢À²®È˺ÜÓôÃÆ¡£
Ò»¸öСʱ֮ºó£¬´ó¼Ò¾Æ×ã·¹±¥¡£(ÆäʵҲûÓоơ££©
µÚÒ»´Î×ÜËãÓоªÎÞÏյĹýÈ¥¡£^_^||| ±«ÓãÕæºÃ³Ô¡£
³ö·¢Ç°£¬ÀÏ´óÉî³ÁµÄ˵ - È¥ÁËÄã¾Í³Ô ³Ô¾ÍÐÐÁË¡£¡£Ë³±ãÌýÒ»ÏÂËûÃÇÔõô˵¡£(ÎÒÐÄÖаµÏ²£¬°×³Ô ÎÒ»¹²»»áô¡££©ËµÍêÀÏ´ó¾ÍÆ®×ßÈ¥meetingÁË¡£
³ö·¢Ç°£¬C (ÁíÍâÒ»¸öanalyst, ÒòΪƽʱcover Taiwan, Korea, ËùÒÔ½»Á÷Ïà¶Ô½ÏÉÙ¡££©ÅÜÀ´ÓïÖØÐij¤µÄ¸úÎÒ˵: È¥Á˼ǵÃǧÍòʲô¶¼²»ÒªËµ£¬Ç§Íòʲô¶¼²»ÒªËµ¡£²»È»Ò»¶¨»á±»±ÉÊӵġ££¨ÎÒÇ¿ÁÒ»³ÒÉËû³öµÀʱºò±»±ÉÊÓ¹ý¡££©È»ºó»¹»æÉù»æÉ«µÄ¸øÎÒÐÎÈÝ: once somebody ask a stupid qn, everybody is like @&(#&@(*)(@!*# (´Ë´¦ÊÇÒ»¸ö±íÇ飬´ó¼Ò×Ô¼º·¢»ÓÒ»ÏÂÏëÏó¡£) ²¢ÇÒ²¹³ä - they are fund managers so they dont give a damn. ½Ó×Å×ܽá: So, just go and eat.
³ö·¢¡£
ɱ½øOCBC staff club..´ó¼ÒÎ÷×°±ÊͦµÄÒ»Ò»ÎÕÊÖ£¬Èë×ø¡£Îұ߸úCEOÎÕÊÖ±ßÃæ´ø΢ЦµÄBSËû: ¸ÐÇéÄú´óÀÏÔ¶ÅÜÀ´¾Í¼ûÁËÎÒÕâô¸öÅÜÁúÌ׵ģ¡
Ëæ×ŵÚÒ»µÀ²ËÉÏ×À¡£´ó¼Ò¿ªÊ¼Îʸ÷ÖÖ¸÷Ñù¹ØÓÚ¹«Ë¾²ßÂԵİËØÔÎÊÌ⡣˳±ãÕëí¾Ê±±×µÄ°ËØÔÁËÒ»ÏÂÌ©¹úÕþ¸®¡£(µ±Ê±Õýֵ̩¹ú·Å³öÁËÄǸöcapital control) ´ó¼ÒµÄ´óÒâ¾ÍÊÇÌ©¹úÕþ¸®Ì«²»ºñµÀ¡£Õâô×Å»¹Èò»ÈÃÈË׬Ǯ°¢ÔÆÔÆ....(°µÏ룺Æäʵ×öanalystºÍfund managerºÜÖØÒªµÄDZÖʾÍÊÇÒª»á°ËØÔ¡£Õâµã¸úÅ®ÈË̸ʲôʱÉл°ÌâÆäʵûÓб¾ÖÊÇø±ð¡£) ÎÒÔÚÒ»±ßÂñÍ·Ãͳԣ¬Å¼¶ûµÍÍ·×ö¼Ç¼״¡£´ó¼ÒҲû¿´³öʲôÆÆÕÀ¡£²»¹ýÎҺܺ¹µÄÊÇ£¬ÎÒÅԱߵÄÒ»¸öÅÖ×Ӻܲ»Ðҵij䵱Á˱¾À´¸ÃÓÐÎÒµ£µ±µÄ½ÇÉ« - ÎÊÁËN¸öºÜɵµÄÎÊÌâ¡£½á¹û±»ÖÚÈËBS¡£ÅÖ×Ó±»BSµÄ³ÔÌðÆ·³Ô³öÁËÒ»Éíº¹¡£¡£¡£
Æä¼ä½²Ð¦»°(ÀäЦ»°)Á½¸ö
A. ÐÂÎÅ: Ó¡¶ÈÓиö¸çÃǶù×öskytrain×øµ½³µ¶¥ÉÏ¡£MD¸Ð̾£ºÒÔºóÐÞskytrainǧÍò²»ÒªÈ¥Ó¡¶ÈÐÞ¡£ÐÞÁËÒ²²»Òª×Ô¼ºoperate.
B. È¥µÏ°ÝÐÞÂ¥£¬½á¹û¸Ã³Ç¶¼Ã»ÓÐÏÂË®µÀ¡£ÔÀ´ÊÇÉè¼Æʱºò°¢À²®ÈËû¼û¹ýÏÂÓꡣƫƫÏÖÔÚÈ«ÇòÆøºò¹îÒìµ¼Ö¾³£ÏÂÓê¡£Èð¢À²®È˺ÜÓôÃÆ¡£
Ò»¸öСʱ֮ºó£¬´ó¼Ò¾Æ×ã·¹±¥¡£(ÆäʵҲûÓоơ££©
µÚÒ»´Î×ÜËãÓоªÎÞÏյĹýÈ¥¡£^_^||| ±«ÓãÕæºÃ³Ô¡£