$HAS · Value Investing with Sven Carlin, Ph.D. · 2026-11-03
孩之宝就其自身条件而言定价合理:股价可能上涨,在市盈率 17 倍时,于最低位(如 40)买入的人表现极佳。新游戏目前表现良好,但回报取决于 2028 年客户偏好,超出说话者的专长;在情况像几年前那样糟糕时买入,才是获得这类回报的时机。
逐段跳播
Hasbro就其自身条件而言定价合理。你可能会看到股价上涨。市盈率是17,那些在最低点买入的人表现非常出色。不过,现在一切似乎都进展顺利,新游戏表现很好。但同样,如果你在几年前情况看起来那么糟的时候买入,那才是那些在40买入的人享受回报的时候。
现在一切顺利,但这取决于2028年客户的偏好,而那根本不是我的专长领域。所以我说它定价合理。
Hasbro is fairly priced for what it offers. You might see the stock rise. The price-to-earnings ratio is 17, and those who bought here at its lowest levels performed brilliantly .
However, now everything seems to be going well with the new games performing well. But again, if you buy when things look as bad as they did a few years ago, that is when those who bought at 40 will enjoy the returns.
Everything is going well now, but that depends on customer preferences in 2028, and that's simply not my area of expertise. Therefore, I say it is fairly priced .