Sing129 Valuation本周估值工作台
Full Table

Weekly Watchlist Valuation Context

完整名單可按 stage、market、sector、valuation filter。ERP/CRP 是估值背景,不是自動買賣訊號。

TickerGroupMarketSectorValuationTechnicalQualityCountryTotal ERPCRPModelContext
GE
GE Aerospace
Action NowUSIndustrials 合理PASSElite United States4.46%0.23% fcffsimpleginzu.xlsxGE: valuation=合理, United States ERP context=4.46%, technical=PASS, quality=Elite
先做 quick valuation sanity check,再決定注碼和估值安全邊際。
V
Visa
Action NowUSFinancial Services 合理PASSElite United States4.46%0.23% fcffsimpleginzu.xlsxV: valuation=合理, United States ERP context=4.46%, technical=PASS, quality=Elite
先做 quick valuation sanity check,再決定注碼和估值安全邊際。
JNJ
Johnson & Johnson
Action NowUSHealthcare 合理PASSElite United States4.46%0.23% fcffsimpleginzu.xlsxJNJ: valuation=合理, United States ERP context=4.46%, technical=PASS, quality=Elite
先做 quick valuation sanity check,再決定注碼和估值安全邊際。
BAC
Bank of America
Action NowUSFinancial Services 便宜PASSStandard United States4.46%0.23% eqexret.xlsBAC: valuation=便宜, United States ERP context=4.46%, technical=PASS, quality=Standard
先做 30-minute quick valuation,再決定是否要 full model。
0005.HK
HSBC Holdings
Action NowHKFinancial Services 便宜PASSStandard Hong Kong5.01%0.78% eqexret.xls0005.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=PASS, quality=Standard
先做 30-minute quick valuation,再決定是否要 full model。
2888.HK
Standard Chartered
Action NowHKFinancial Services 便宜PASSStandard Hong Kong5.01%0.78% eqexret.xls2888.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=PASS, quality=Standard
先做 30-minute quick valuation,再決定是否要 full model。
MA
Mastercard
Build On PullbackUSFinancial Services 合理WATCHElite United States4.46%0.23% fcffsimpleginzu.xlsxMA: valuation=合理, United States ERP context=4.46%, technical=WATCH, quality=Elite
先建立 fair value range,等回調價觸發再更新。
GOOGL
Alphabet
Build On PullbackUSCommunication Services 合理WATCHElite United States4.46%0.23% fcffsimpleginzu.xlsxGOOGL: valuation=合理, United States ERP context=4.46%, technical=WATCH, quality=Elite
先建立 fair value range,等回調價觸發再更新。
AAPL
Apple
Build On PullbackUSTechnology 合理WATCHElite United States4.46%0.23% fcffsimpleginzu.xlsxAAPL: valuation=合理, United States ERP context=4.46%, technical=WATCH, quality=Elite
先建立 fair value range,等回調價觸發再更新。
CSCO
Cisco
Build On PullbackUSTechnology 合理WATCHElite United States4.46%0.23% fcffsimpleginzu.xlsxCSCO: valuation=合理, United States ERP context=4.46%, technical=WATCH, quality=Elite
先建立 fair value range,等回調價觸發再更新。
RTX
RTX
Build On PullbackUSIndustrials 合理WATCHStandard United States4.46%0.23% fcffsimpleginzu.xlsxRTX: valuation=合理, United States ERP context=4.46%, technical=WATCH, quality=Standard
先建立 fair value range,等回調價觸發再更新。
GS
Goldman Sachs
Build On PullbackUSFinancial Services 便宜WATCHStandard United States4.46%0.23% eqexret.xlsGS: valuation=便宜, United States ERP context=4.46%, technical=WATCH, quality=Standard
先建立 fair value range,等回調價觸發再更新。
AMZN
Amazon
Build On PullbackUSConsumer Cyclical 合理WATCHStrong United States4.46%0.23% fcffsimpleginzu.xlsxAMZN: valuation=合理, United States ERP context=4.46%, technical=WATCH, quality=Strong
先建立 fair value range,等回調價觸發再更新。
META
Meta Platforms
Build On PullbackUSCommunication Services 便宜FAILElite United States4.46%0.23% fcffsimpleginzu.xlsxMETA: valuation=便宜, United States ERP context=4.46%, technical=FAIL, quality=Elite
先建立 fair value range,等回調價觸發再更新。
9633.HK
Nongfu Spring
Build On PullbackHKConsumer Defensive 合理FAILElite Hong Kong5.01%0.78% fcffsimpleginzu.xlsx9633.HK: valuation=合理, Hong Kong ERP context=5.01%, technical=FAIL, quality=Elite
先建立 fair value range,等回調價觸發再更新。
NVDA
NVIDIA
Build On PullbackUSTechnology 合理FAILElite United States4.46%0.23% fcffsimpleginzu.xlsxNVDA: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Elite
先建立 fair value range,等回調價觸發再更新。
AVGO
Broadcom
Build On PullbackUSTechnology 合理FAILElite United States4.46%0.23% fcffsimpleginzu.xlsxAVGO: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Elite
先建立 fair value range,等回調價觸發再更新。
MSFT
Microsoft
Build On PullbackUSTechnology 合理FAILElite United States4.46%0.23% fcffsimpleginzu.xlsxMSFT: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Elite
先建立 fair value range,等回調價觸發再更新。
0388.HK
Hong Kong Exchanges
Build On PullbackHKFinancial Services 合理FAILElite Hong Kong5.01%0.78% eqexret.xls0388.HK: valuation=合理, Hong Kong ERP context=5.01%, technical=FAIL, quality=Elite
先建立 fair value range,等回調價觸發再更新。
ADBE
Adobe
Build On PullbackUSTechnology 便宜FAILElite United States4.46%0.23% fcffsimpleginzu.xlsxADBE: valuation=便宜, United States ERP context=4.46%, technical=FAIL, quality=Elite
先建立 fair value range,等回調價觸發再更新。
6823.HK
HKT Trust
Build On PullbackHKCommunication Services 合理WATCHStandard Hong Kong5.01%0.78% fcffsimpleginzu.xlsx6823.HK: valuation=合理, Hong Kong ERP context=5.01%, technical=WATCH, quality=Standard
先建立 fair value range,等回調價觸發再更新。
2269.HK
WuXi Biologics
Build On PullbackHKHealthcare 合理FAILStandard Hong Kong5.01%0.78% fcffsimpleginzu.xlsx2269.HK: valuation=合理, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先建立 fair value range,等回調價觸發再更新。
NFLX
Netflix
Build On PullbackUSCommunication Services 合理FAILElite United States4.46%0.23% fcffsimpleginzu.xlsxNFLX: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Elite
先建立 fair value range,等回調價觸發再更新。
0700.HK
Tencent Holdings
Build On PullbackHKCommunication Services 便宜FAILElite Hong Kong5.01%0.78% fcffsimpleginzu.xlsx0700.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=FAIL, quality=Elite
先建立 fair value range,等回調價觸發再更新。
SPGI
S&P Global
Build On PullbackUSFinancial Services 合理FAILStandard United States4.46%0.23% fcffsimpleginzu.xlsxSPGI: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Standard
先建立 fair value range,等回調價觸發再更新。
ISRG
Intuitive Surgical
Build On PullbackUSHealthcare 合理FAILStrong United States4.46%0.23% fcffsimpleginzu.xlsxISRG: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Strong
先建立 fair value range,等回調價觸發再更新。
ACN
Accenture
Build On PullbackUSTechnology 便宜FAILStrong United States4.46%0.23% fcffsimpleginzu.xlsxACN: valuation=便宜, United States ERP context=4.46%, technical=FAIL, quality=Strong
先建立 fair value range,等回調價觸發再更新。
CRM
Salesforce
Build On PullbackUSTechnology 便宜FAILStandard United States4.46%0.23% fcffsimpleginzu.xlsxCRM: valuation=便宜, United States ERP context=4.46%, technical=FAIL, quality=Standard
先建立 fair value range,等回調價觸發再更新。
6618.HK
JD Health
Build On PullbackHKHealthcare 合理FAILStandard Hong Kong5.01%0.78% fcffsimpleginzu.xlsx6618.HK: valuation=合理, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先建立 fair value range,等回調價觸發再更新。
0241.HK
Alibaba Health
Build On PullbackHKHealthcare 合理FAILStandard Hong Kong5.01%0.78% fcffsimpleginzu.xlsx0241.HK: valuation=合理, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先建立 fair value range,等回調價觸發再更新。
2388.HK
BOC Hong Kong
Build On PullbackHKFinancial Services 便宜FAILStandard Hong Kong5.01%0.78% eqexret.xls2388.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先建立 fair value range,等回調價觸發再更新。
1177.HK
Sino Biopharmaceutical
Build On PullbackHKHealthcare 合理FAILStandard Hong Kong5.01%0.78% fcffsimpleginzu.xlsx1177.HK: valuation=合理, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先建立 fair value range,等回調價觸發再更新。
2328.HK
PICC P&C
Build On PullbackHKFinancial Services 便宜FAILStandard Hong Kong5.01%0.78% eqexret.xls2328.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先建立 fair value range,等回調價觸發再更新。
1299.HK
AIA Group
Build On PullbackHKFinancial Services 便宜FAILStandard Hong Kong5.01%0.78% eqexret.xls1299.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先建立 fair value range,等回調價觸發再更新。
0939.HK
China Construction Bank
Build On PullbackHKFinancial Services 便宜FAILStandard Hong Kong5.01%0.78% eqexret.xls0939.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先建立 fair value range,等回調價觸發再更新。
1024.HK
Kuaishou
Build On PullbackHKCommunication Services 便宜FAILStrong Hong Kong5.01%0.78% fcffsimpleginzu.xlsx1024.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=FAIL, quality=Strong
先建立 fair value range,等回調價觸發再更新。
NOW
ServiceNow
Build On PullbackUSTechnology 合理FAILStrong United States4.46%0.23% fcffsimpleginzu.xlsxNOW: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Strong
先建立 fair value range,等回調價觸發再更新。
TMO
Thermo Fisher Scientific
Build On PullbackUSHealthcare 合理FAILStandard United States4.46%0.23% fcffsimpleginzu.xlsxTMO: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Standard
先建立 fair value range,等回調價觸發再更新。
AAPL
Apple
PriorityUSTechnology 合理WATCHElite United States4.46%0.23% fcffsimpleginzu.xlsxAAPL: valuation=合理, United States ERP context=4.46%, technical=WATCH, quality=Elite
先做 watchlist fair value range,等 technical setup 成熟。
GOOGL
Alphabet
PriorityUSCommunication Services 合理WATCHElite United States4.46%0.23% fcffsimpleginzu.xlsxGOOGL: valuation=合理, United States ERP context=4.46%, technical=WATCH, quality=Elite
先做 watchlist fair value range,等 technical setup 成熟。
MA
Mastercard
PriorityUSFinancial Services 合理WATCHElite United States4.46%0.23% fcffsimpleginzu.xlsxMA: valuation=合理, United States ERP context=4.46%, technical=WATCH, quality=Elite
先做 watchlist fair value range,等 technical setup 成熟。
CSCO
Cisco
PriorityUSTechnology 合理WATCHElite United States4.46%0.23% fcffsimpleginzu.xlsxCSCO: valuation=合理, United States ERP context=4.46%, technical=WATCH, quality=Elite
先做 watchlist fair value range,等 technical setup 成熟。
AMZN
Amazon
PriorityUSConsumer Cyclical 合理WATCHStrong United States4.46%0.23% fcffsimpleginzu.xlsxAMZN: valuation=合理, United States ERP context=4.46%, technical=WATCH, quality=Strong
先做 watchlist fair value range,等 technical setup 成熟。
GS
Goldman Sachs
PriorityUSFinancial Services 便宜WATCHStandard United States4.46%0.23% eqexret.xlsGS: valuation=便宜, United States ERP context=4.46%, technical=WATCH, quality=Standard
先做 watchlist fair value range,等 technical setup 成熟。
RTX
RTX
PriorityUSIndustrials 合理WATCHStandard United States4.46%0.23% fcffsimpleginzu.xlsxRTX: valuation=合理, United States ERP context=4.46%, technical=WATCH, quality=Standard
先做 watchlist fair value range,等 technical setup 成熟。
NVDA
NVIDIA
PriorityUSTechnology 合理FAILElite United States4.46%0.23% fcffsimpleginzu.xlsxNVDA: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Elite
先做 watchlist fair value range,等 technical setup 成熟。
6823.HK
HKT Trust
PriorityHKCommunication Services 合理WATCHStandard Hong Kong5.01%0.78% fcffsimpleginzu.xlsx6823.HK: valuation=合理, Hong Kong ERP context=5.01%, technical=WATCH, quality=Standard
先做 watchlist fair value range,等 technical setup 成熟。
AVGO
Broadcom
PriorityUSTechnology 合理FAILElite United States4.46%0.23% fcffsimpleginzu.xlsxAVGO: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Elite
先做 watchlist fair value range,等 technical setup 成熟。
META
Meta Platforms
PriorityUSCommunication Services 便宜FAILElite United States4.46%0.23% fcffsimpleginzu.xlsxMETA: valuation=便宜, United States ERP context=4.46%, technical=FAIL, quality=Elite
先做 watchlist fair value range,等 technical setup 成熟。
9633.HK
Nongfu Spring
PriorityHKConsumer Defensive 合理FAILElite Hong Kong5.01%0.78% fcffsimpleginzu.xlsx9633.HK: valuation=合理, Hong Kong ERP context=5.01%, technical=FAIL, quality=Elite
先做 watchlist fair value range,等 technical setup 成熟。
MSFT
Microsoft
PriorityUSTechnology 合理FAILElite United States4.46%0.23% fcffsimpleginzu.xlsxMSFT: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Elite
先做 watchlist fair value range,等 technical setup 成熟。
ADBE
Adobe
PriorityUSTechnology 便宜FAILElite United States4.46%0.23% fcffsimpleginzu.xlsxADBE: valuation=便宜, United States ERP context=4.46%, technical=FAIL, quality=Elite
先做 watchlist fair value range,等 technical setup 成熟。
2269.HK
WuXi Biologics
PriorityHKHealthcare 合理FAILStandard Hong Kong5.01%0.78% fcffsimpleginzu.xlsx2269.HK: valuation=合理, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先做 watchlist fair value range,等 technical setup 成熟。
0388.HK
Hong Kong Exchanges
PriorityHKFinancial Services 合理FAILElite Hong Kong5.01%0.78% eqexret.xls0388.HK: valuation=合理, Hong Kong ERP context=5.01%, technical=FAIL, quality=Elite
先做 watchlist fair value range,等 technical setup 成熟。
0700.HK
Tencent Holdings
PriorityHKCommunication Services 便宜FAILElite Hong Kong5.01%0.78% fcffsimpleginzu.xlsx0700.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=FAIL, quality=Elite
先做 watchlist fair value range,等 technical setup 成熟。
SPGI
S&P Global
PriorityUSFinancial Services 合理FAILStandard United States4.46%0.23% fcffsimpleginzu.xlsxSPGI: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Standard
先做 watchlist fair value range,等 technical setup 成熟。
NFLX
Netflix
PriorityUSCommunication Services 合理FAILElite United States4.46%0.23% fcffsimpleginzu.xlsxNFLX: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Elite
先做 watchlist fair value range,等 technical setup 成熟。
ACN
Accenture
PriorityUSTechnology 便宜FAILStrong United States4.46%0.23% fcffsimpleginzu.xlsxACN: valuation=便宜, United States ERP context=4.46%, technical=FAIL, quality=Strong
先做 watchlist fair value range,等 technical setup 成熟。
6618.HK
JD Health
PriorityHKHealthcare 合理FAILStandard Hong Kong5.01%0.78% fcffsimpleginzu.xlsx6618.HK: valuation=合理, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先做 watchlist fair value range,等 technical setup 成熟。
CRM
Salesforce
PriorityUSTechnology 便宜FAILStandard United States4.46%0.23% fcffsimpleginzu.xlsxCRM: valuation=便宜, United States ERP context=4.46%, technical=FAIL, quality=Standard
先做 watchlist fair value range,等 technical setup 成熟。
ISRG
Intuitive Surgical
PriorityUSHealthcare 合理FAILStrong United States4.46%0.23% fcffsimpleginzu.xlsxISRG: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Strong
先做 watchlist fair value range,等 technical setup 成熟。
0241.HK
Alibaba Health
PriorityHKHealthcare 合理FAILStandard Hong Kong5.01%0.78% fcffsimpleginzu.xlsx0241.HK: valuation=合理, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先做 watchlist fair value range,等 technical setup 成熟。
1177.HK
Sino Biopharmaceutical
PriorityHKHealthcare 合理FAILStandard Hong Kong5.01%0.78% fcffsimpleginzu.xlsx1177.HK: valuation=合理, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先做 watchlist fair value range,等 technical setup 成熟。
0939.HK
China Construction Bank
PriorityHKFinancial Services 便宜FAILStandard Hong Kong5.01%0.78% eqexret.xls0939.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先做 watchlist fair value range,等 technical setup 成熟。
2388.HK
BOC Hong Kong
PriorityHKFinancial Services 便宜FAILStandard Hong Kong5.01%0.78% eqexret.xls2388.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先做 watchlist fair value range,等 technical setup 成熟。
NOW
ServiceNow
PriorityUSTechnology 合理FAILStrong United States4.46%0.23% fcffsimpleginzu.xlsxNOW: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Strong
先做 watchlist fair value range,等 technical setup 成熟。
2328.HK
PICC P&C
PriorityHKFinancial Services 便宜FAILStandard Hong Kong5.01%0.78% eqexret.xls2328.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先做 watchlist fair value range,等 technical setup 成熟。
TMO
Thermo Fisher Scientific
PriorityUSHealthcare 合理FAILStandard United States4.46%0.23% fcffsimpleginzu.xlsxTMO: valuation=合理, United States ERP context=4.46%, technical=FAIL, quality=Standard
先做 watchlist fair value range,等 technical setup 成熟。
1299.HK
AIA Group
PriorityHKFinancial Services 便宜FAILStandard Hong Kong5.01%0.78% eqexret.xls1299.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=FAIL, quality=Standard
先做 watchlist fair value range,等 technical setup 成熟。
1024.HK
Kuaishou
PriorityHKCommunication Services 便宜FAILStrong Hong Kong5.01%0.78% fcffsimpleginzu.xlsx1024.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=FAIL, quality=Strong
先做 watchlist fair value range,等 technical setup 成熟。
GE
GE Aerospace
Setup CandidateUSIndustrials 合理PASSElite United States4.46%0.23% fcffsimpleginzu.xlsxGE: valuation=合理, United States ERP context=4.46%, technical=PASS, quality=Elite
先補齊估值輸入,確認是否值得升級到 Action Now。
V
Visa
Setup CandidateUSFinancial Services 合理PASSElite United States4.46%0.23% fcffsimpleginzu.xlsxV: valuation=合理, United States ERP context=4.46%, technical=PASS, quality=Elite
先補齊估值輸入,確認是否值得升級到 Action Now。
JNJ
Johnson & Johnson
Setup CandidateUSHealthcare 合理PASSElite United States4.46%0.23% fcffsimpleginzu.xlsxJNJ: valuation=合理, United States ERP context=4.46%, technical=PASS, quality=Elite
先補齊估值輸入,確認是否值得升級到 Action Now。
BAC
Bank of America
Setup CandidateUSFinancial Services 便宜PASSStandard United States4.46%0.23% eqexret.xlsBAC: valuation=便宜, United States ERP context=4.46%, technical=PASS, quality=Standard
先補齊估值輸入,確認是否值得升級到 Action Now。
0005.HK
HSBC Holdings
Setup CandidateHKFinancial Services 便宜PASSStandard Hong Kong5.01%0.78% eqexret.xls0005.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=PASS, quality=Standard
先補齊估值輸入,確認是否值得升級到 Action Now。
2888.HK
Standard Chartered
Setup CandidateHKFinancial Services 便宜PASSStandard Hong Kong5.01%0.78% eqexret.xls2888.HK: valuation=便宜, Hong Kong ERP context=5.01%, technical=PASS, quality=Standard
先補齊估值輸入,確認是否值得升級到 Action Now。