$PBR

PBR基本面改善且股价上涨,但说话者现在不会买入。

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《3 Positive Asymmetric Buys From The Bets Quadrant...》
Value Investing with Sven Carlin, Ph.D.发布 2026-10-07 · 1 段内容
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所有对 Petrobras 不利的事情现在都变成了有利的。他们降低了债务水平,提高了盈利能力。一切看起来都更好了。投资、盈利能力、成本更高的钻探作业、海上作业——一切看起来都更好,股价也在强劲上涨。

我们一年前讨论过这个,以及它如何基于股息派发成为一个买入机会,既有风险也有正面的回报。这就是我们现在在寻找的。此时此刻,在这种环境下,他仍然有可能表现良好,但这已经不再是我会下的赌注了。这不是赌博,这是对价值的投资。

Everything that was negative for Petrobras has now become positive. They reduced their debt levels and increased their profitability. Everything looks better. Investments, profitability, higher-cost drilling operations, offshore operations – everything looks better and the stock is rising strongly.

We discussed this a year ago and how it was a buying opportunity based on dividend payouts, with both risks and positive rewards. This is what we are looking for now. At this moment, and in this environment, it is still possible for him to perform well, but it is not a bet I would make anymore . It's not a gamble, it's an investment in value.

这个频道对 $PBR 的历次判断

Value Investing with Sven Carlin, Ph.D. 在这只股票上只有这一条判断。

2026-10-07看跌本条
所有对 Petrobras 不利的事情现在都变成了有利的。他们降低了债务水平,提高了盈利能力。一切看起来都更好了。投资、盈利能力、成本更高的钻探作业、海上作业——一切看起来都更好,股价也在强劲上涨。我们一年前讨论过这个,以及它如何基于股息派发成为一个买入机会,既有风险也有正面的回报。这就是我们现在在寻找的。此时此刻,在这种环境下,他仍然有可能表现良好,但这已经不再是我会下的赌注了。这不是赌博,这是对价值的投资。
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