2011年12月22日星期四

體育用品板塊:股價走在行情之先?!

投資者遺忘了好一段時間的體育用品股,股價已悄悄地轉穩;尤其是被視為最優質的安踏(2020),更出現了具成交支持的中線升軌(可參看部分股份的走勢圖)。股價往往走在行情之先,當行業競爭白熱化已廣為人知,但板塊股價不再下跌,龍頭的更悄悄築起升軌;以投機角度看,是值得留意;基本因素可能已悄悄地否極泰來,畢竟這個板塊已跌得頗殘。

我暫想不通有什麼因素可令競爭激烈的國內體育用品板塊turnaround,但以安踏的較佳往績及質素,加上約10倍的PE及近6%的股息率;小注投機性買入還是可以的,若股價進一步確認在升軌,我是樂意加注的。還看目前組合,為下一輪升市的建倉行動正進行中。






目前組合:
Techtronic (669)


10.2%
YGM (375)9.6%
Brilliance Automotive (1114)8.3%
ENN Energy (2688)8.0%
LI & Fung (494)7.0%
CSR (1766)6.4%
CCB (939)6.4%
Bosideng (3998)5.9%
Evergrande (3333)5.3%
COGO (81)5.3%
Anta (2020)3.7%
Cash24.0%

30 則留言:

  1. 2020 is a good one. But don't think it is the best time to go to that market sector. You may be correct that it hits the bottom but consolidation now takes more time than we expected. Please wait!

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  2. Hi You Sir,

    祝聖誕快樂, 新年進步!! ^^

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  3. 我亦看好恆子,將會有一輪升勢,但未到2020行先

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  4. Merry Christmas You Sir 及各位!

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  5. Merry Christmas to all and may Jesus Christ be with you during this holiday!

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  6. Kevin: As many investors are pessimistic on sportswear sector, I think a speculative bet is merited. In particular that I only allocate a tiny portion of fund as a test buy.

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  7. 唔經唔覺, 669 已升至 You Sir 倉位的首位 ^-^

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  8. chanel: 這個消息應是利好:

    http://www.mpfinance.com/htm/Finance/20111223/News/ec_ecm1.htm

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  9. X'mas is coming, HSBC's bell is ringing! ROI not bad
    1171 is a good choice. I have already got some!

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  10. YOU SIR,聖誕快樂!
    FAI

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  11. Kevin: I think HSBC has pasted its prime. Merry Christmas anyway!

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  12. yfchan & bluebird: Merry Christmas and may God bless everybody! Chan Sir, long time no see, hope everything is fin with you

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  13. http://www.881903.com/page/zh-tw/mt_other_account.aspx?userid=28288090-1369-85bd-e040-10ac0d0c66cf


    you,怎看這老千投資高手?

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  14. 少年屁股: sorry that I have no comment!

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  15. 屁股: thanks and hope you have a happy christmas too!

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  16. dear You Sir,

    Happy new year 2012!



    Rabit

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  17. You Sir Merry Christmas and Happy New Year!Hope 2688 keep rising! ^=^

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  18. http://www.hkej.com/template/onlinenews/jsp/detail.jsp?cat_id=1&title_id=87708
    1766 現價是否已反映?
    上星期五大部份鐵路股都下跌, 是否有春江鴨?

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  19. 功課多到,要寫過十萬字!然後考試

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  20. rabit & 達人兄: thanks and happy new year too!

    龍:多謝提點,有關因素似乎尚未完全反映

    屁股:原來你還是學生,多享受校園生活 ^^

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  21. 中國鐵路股唔知做乜事, 好似崩盤 feel. 反而美國復甦勢頭越來越明顯, 494 和 669 今日都升, 航運股也因此受惠. 我偏向賭美國復甦, 多過買中國內需

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  22. 達人兄:再以相關股票在A股的走勢作參考,使我更覺得要沽出1766

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