Singtel 涨了51%，但问题也来了

SG Visual Research 图解研报

$新电信(Z74.SI)$

Singtel 过去一年涨了 +51%，

但这轮上涨，其实更多来自估值修复。

控股折价已经压到 ~7%，

接近历史低位。

问题是：

核心业务增长并不强，

而且一半估值来自 Bharti。

【热议】如果想“躺赢”，你会抄谁的作业？

-股市天天涨，但好心累，因为发现自己换来换去地买，最后还不如不动…… 给大家搜罗了一些价值&投机、激进&稳健、分散&集中的代表，且今年的收益率都还不错~【各位小虎，参考大神们的投资，你会更想要抄哪位的作业？谁的持仓，最懂未来？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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