tag:blogger.com,1999:blog-7177962749989925788.post1661046787383647775..comments2023-10-29T17:24:02.681+08:00Comments on YOU'LL NEVER WALK ALONE: 操作手法上的修正You'll Never Walk Alonehttp://www.blogger.com/profile/08272358683483397165noreply@blogger.comBlogger27125tag:blogger.com,1999:blog-7177962749989925788.post-20856624284599554762013-10-30T18:54:19.766+08:002013-10-30T18:54:19.766+08:00
【本報訊】繼中期業績後,比亞迪(1211)再發盈警,雖然公司今年首三季按年多賺逾21倍至約4.6...<br /><br />【本報訊】繼中期業績後,比亞迪(1211)再發盈警,雖然公司今年首三季按年多賺逾21倍至約4.65億元(人民幣.下同),但單計第三季情況,業績大縮水至僅賺約3,800萬元,遠低於今年上半年的4.27億元盈利。另外,公司估計全年最多賺5.85億元,同樣遠低於市場預期。<br />僅賺3,800萬<br /><br />集團第三季收入約126.6億元,按年增長20.3%,每股收益0.0162元。集團估計,全年盈利介乎5.45億元至5.85億元,按年增長5.7倍至6.2倍,惟遠低於市場預期的平均值7.69億元。集團指,第四季汽車銷量及盈利將按季有所增長,手機及組裝業務維持平穩,太陽能業務的虧損進一步收窄。<br />另外,《紐約時報》報道,比亞迪因違反美國加州最低工資法,並無法提供薪資支付證明,被罰款10萬美元。報道指,比亞迪在洛杉磯設立北美總部,已享受200萬美元的稅務補貼,現時僱員不到40人,其中包括5名中國兼職員工。<br />比亞迪股價日前高見42元,創出一年新高。股價昨跌3.4%,收報37.9元。 You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-81562215452861220092013-10-30T18:52:48.183+08:002013-10-30T18:52:48.183+08:00Hello, 何解沽1211?Hello, 何解沽1211?涼粉https://www.blogger.com/profile/08804475406586005540noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-43787733085537404162013-10-30T13:48:07.901+08:002013-10-30T13:48:07.901+08:00buy 425 and add 2883buy 425 and add 2883You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-39687127960199869642013-10-30T11:41:27.806+08:002013-10-30T11:41:27.806+08:00buy 563 and 257buy 563 and 257You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-81334788078888234602013-10-30T09:37:26.078+08:002013-10-30T09:37:26.078+08:00sell 1211sell 1211You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-67592380044742916302013-10-28T10:19:53.191+08:002013-10-28T10:19:53.191+08:00No, I'm still very interested in US stocks. Th...No, I'm still very interested in US stocks. The two holdings have lost some momentum recently and I opt to wait an opportunity to buy y for some better picks.You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-6253183948003348652013-10-25T16:06:50.168+08:002013-10-25T16:06:50.168+08:00you sir是否考慮退出美股市場? 增持現金是為了避免重覆6月中國同業拆息升高的調整?you sir是否考慮退出美股市場? 增持現金是為了避免重覆6月中國同業拆息升高的調整?lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-31995871750204046612013-10-25T12:06:55.005+08:002013-10-25T12:06:55.005+08:00sell 6837 and 1193sell 6837 and 1193You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-84421953426620018262013-10-25T09:47:37.330+08:002013-10-25T09:47:37.330+08:00約略睇過基本資料,應該okay;之不過新股仍須多些時間觀察
anyway,多謝介紹約略睇過基本資料,應該okay;之不過新股仍須多些時間觀察<br /><br />anyway,多謝介紹You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-309435410785554202013-10-25T09:34:12.016+08:002013-10-25T09:34:12.016+08:00其實又唔覺呢單係突別壞的消息,暫時當作震倉看待
漢能太陽能(00566.HK)澄清公布,近日注意到...其實又唔覺呢單係突別壞的消息,暫時當作震倉看待<br /><br />漢能太陽能(00566.HK)澄清公布,近日注意到有報道文章暗示公司和漢能控股集團之間「共謀勾結」的指控,公司否認文章中基於毫無根據的假設、猜想和資料來源不明的所有指控。集團指,一貫政策是不會對毫無根據的猜測,或沒有實質基礎或依據的猜想作出回應。(You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-29772352077485438982013-10-25T09:32:37.706+08:002013-10-25T09:32:37.706+08:00sell QCLN
reason: momentum of some underlying stoc...sell QCLN<br />reason: momentum of some underlying stocks (e.g. Tesla and Cree) have weakened significantlyYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-29494176916327027912013-10-25T01:58:54.318+08:002013-10-25T01:58:54.318+08:00對於566突如其來的壞消息? you sir有什麼新的睇法? 謝謝!!!對於566突如其來的壞消息? you sir有什麼新的睇法? 謝謝!!!lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-54492994280877824902013-10-24T19:59:13.993+08:002013-10-24T19:59:13.993+08:00做水務的1363 YOU SIR 有study 過嗎?做水務的1363 YOU SIR 有study 過嗎?eeeeericcchttps://www.blogger.com/profile/08770462808904713366noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-3524383983307510882013-10-23T15:52:39.545+08:002013-10-23T15:52:39.545+08:00sell 2128sell 2128You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-26930241905230851042013-10-23T10:21:54.183+08:002013-10-23T10:21:54.183+08:00You Sir
今年科網股熱,年初買過777同3888,不過都被震走,只能說技術不夠.
澳門賭股又不...You Sir<br />今年科網股熱,年初買過777同3888,不過都被震走,只能說技術不夠.<br />澳門賭股又不敢追頂,結果又係得過睇字.<br />希望經過今年的磨練,明年可以做得更好.<br />現在想在不同市況用不同的策略,單邊升市hold住貨,單邊跌市就盡量少好倉,波幅市就逢高沽. 現在就係逢高沽貨Kelvinhttps://www.blogger.com/profile/10714807990935231317noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-80379452326153055942013-10-23T09:06:11.390+08:002013-10-23T09:06:11.390+08:00sell BBHsell BBHYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-61379082589663662652013-10-22T18:19:45.012+08:002013-10-22T18:19:45.012+08:001148的增長焦點在於為寶馬製造引擎,雖是吸引,惟不確定性較高;始終中國公司要進入value cha...1148的增長焦點在於為寶馬製造引擎,雖是吸引,惟不確定性較高;始終中國公司要進入value chain內high end的部分,仍有一定難度<br /><br />我目前的year to date回報低你一點,並不滿意;之前檢討已有提到,原因是沒有抓住今年投資焦點You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-8438094464014233712013-10-22T17:27:38.700+08:002013-10-22T17:27:38.700+08:00多謝YOU SIR的意見!
268同1148都算板塊中表現落後的,自己會打起12分精神睇住.
這一次...多謝YOU SIR的意見!<br />268同1148都算板塊中表現落後的,自己會打起12分精神睇住.<br />這一次升浪好難玩,我的YTD今日才突破4%,今年只剩下個半月,唔敢太進取了Kelvinhttps://www.blogger.com/profile/10714807990935231317noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-28719459298725992872013-10-22T13:49:01.929+08:002013-10-22T13:49:01.929+08:00準備沽出算數:如這篇檢討所言,組合內相對表現轉差的股票不會再給太多時間持有;尤其是隔山買牛的美股
...準備沽出算數:如這篇檢討所言,組合內相對表現轉差的股票不會再給太多時間持有;尤其是隔山買牛的美股<br /><br />BBH應能套現約10%利潤,尚算可以<br /><br />You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-88786249393169427162013-10-22T12:57:57.208+08:002013-10-22T12:57:57.208+08:00bitech and bbh最近走勢轉弱。you sir點睇?bitech and bbh最近走勢轉弱。you sir點睇?lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-65937947102446992722013-10-22T12:02:24.796+08:002013-10-22T12:02:24.796+08:00認為268的增長動力不算太吸引,只是借整個科網股熱潮炒起來。1148剛沽出了,原因是和同行業股份比較...認為268的增長動力不算太吸引,只是借整個科網股熱潮炒起來。1148剛沽出了,原因是和同行業股份比較,走勢明顯較落後;我認為這和其商業模式及業務風險有關。近日該股股價表現還算可以,應只是受大市拉動;我認為持有一個強板塊的相對較弱者並非上算。趁早沽出微利算數You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-67244584760235434302013-10-22T11:57:28.884+08:002013-10-22T11:57:28.884+08:00sell 1148
buy 869sell 1148<br />buy 869You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-8927231851334430902013-10-22T11:57:13.934+08:002013-10-22T11:57:13.934+08:00以往我的經驗是:買中牛股,但沒有在相對高位把部分獲利套現;結果在股價調整期間沒法抵受當中的波幅而被震...以往我的經驗是:買中牛股,但沒有在相對高位把部分獲利套現;結果在股價調整期間沒法抵受當中的波幅而被震走,而錯失往後的升幅。所以學習主動式沽出,把部分利潤先行鎖定,對買賣的心理是有幫助。You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-16105486857468894302013-10-21T12:40:04.696+08:002013-10-21T12:40:04.696+08:00eric 兄:深切體會,我經常都係 >.<eric 兄:深切體會,我經常都係 >.<投資達人https://www.blogger.com/profile/12513377659040798634noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-86926894113407084252013-10-20T21:11:21.588+08:002013-10-20T21:11:21.588+08:00YOU SIR
最近多左股票突破,市底不錯!不過大市已升到233,個人感覺大市要升破240是一件有難...YOU SIR<br />最近多左股票突破,市底不錯!不過大市已升到233,個人感覺大市要升破240是一件有難度的事。所以上星期4,5都沽貨take profit,將持股維持在6~7成左右<br />268算成功突破,加左注,反而1148仲未突破,等待中Kelvinhttps://www.blogger.com/profile/10714807990935231317noreply@blogger.com