最晚大家应该都收到remisier 的信息,表示几家公司都从Shariah Compliance
的名单里面被除名,eh 那公司是不是打包了?
的名单里面被除名,eh 那公司是不是打包了?
不是的,其实Shariah Compliance 只是要符合Islamic 的一些条规,导致
Islamic 基金/投资者必须抛售这些公司
但是问题来了,公司的基本面有变化吗?
通常是没有的,除非公司有很大的Islamic 债务,或者客户群/Supplier 是
Shariah Compliant 得,不然的话基本上变化只是shareholding structure
所以,如果你知道哪家公司本身是好的,我觉得这个是个不错的买入机会,当
然这张照片只是for display only 啦 。
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