tag:blogger.com,1999:blog-7177962749989925788.post1703337016035464671..comments2023-10-29T17:24:02.681+08:00Comments on YOU'LL NEVER WALK ALONE: 體育用品股的資金周轉期分析You'll Never Walk Alonehttp://www.blogger.com/profile/08272358683483397165noreply@blogger.comBlogger13125tag:blogger.com,1999:blog-7177962749989925788.post-60353145904644463322011-09-23T09:48:13.788+08:002011-09-23T09:48:13.788+08:00Kevin: 4&17 are not defensive enough in an eco...Kevin: 4&17 are not defensive enough in an economic downturnYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-23299416163559106652011-09-22T20:53:52.705+08:002011-09-22T20:53:52.705+08:00yes 2020 and 361 are good.
I have already made so...yes 2020 and 361 are good. <br />I have already made some profit from 2020 before.<br />Now the market is fluctuating. If we bet China to be good, this is the time to show hand on some local stock in HK. 823 is a good one and I hate myself to miss the chance!<br />Another watchlist is 4 & 17.Kevinhttps://www.blogger.com/profile/07273269202681536887noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-44416921138184412142011-09-22T18:52:55.993+08:002011-09-22T18:52:55.993+08:00陳sir: 根據市場預測,數碼通來年派息每股可達0.86,目前股息率等同6.3%陳sir: 根據市場預測,數碼通來年派息每股可達0.86,目前股息率等同6.3%You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-11733327410430288152011-09-22T17:38:05.331+08:002011-09-22T17:38:05.331+08:00you sir and 屁股: 我的意思是361身處的行業和它的定位已經從前幾年的藍海變為紅海, 雖...you sir and 屁股: 我的意思是361身處的行業和它的定位已經從前幾年的藍海變為紅海, 雖然在一眾同行中, 它的數字比較好, 但很有可能只是一堆矮子裏面的高個子. 如果行業被調低估值, 它也難獨善其身.<br /><br />tontongood and you: 對於590, 我同意you的看法, 目前基金洗倉潮可能還沒有結束, 590這類基金帳面利潤還是豐厚的股份很有可能成為他們套現的對象.<br /><br />對於315, 它的市帳率高是個隱憂, 基於風險控制因素, 我傾向要求它有高點的息率, 目前約5厘的派息可能只是合理而非超值, 在這個熊市裏面, 6,7厘的息率應該才有吸引力, 因此我希望的吸納價格是在11元左右. 不過, 不知道明年315業績可以達到多少, 有印象見到有人提到可能可以有近1元, 如果真是如此, 那現價應該有吸引力了.yfchanhttps://www.blogger.com/profile/09042644837336916358noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-57235818610843597292011-09-22T16:12:29.773+08:002011-09-22T16:12:29.773+08:00屁股: 我想陳sir意思是說361度相對不太吸引,不算是太負面評價
tontongood:六福剛跌...屁股: 我想陳sir意思是說361度相對不太吸引,不算是太負面評價<br /><br />tontongood:六福剛跌破250MA,在這情況,除非很有把握,否則還是宜忍手You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-34152685546131703402011-09-22T15:56:37.527+08:002011-09-22T15:56:37.527+08:00plus a little 590 at 26.45, I am buying very slowl...plus a little 590 at 26.45, I am buying very slowly.<br />Look at 2877 and you know bottom fishing can be very dangerous.tontongoodhttps://www.blogger.com/profile/17790155657651451035noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-78911685867679059562011-09-22T15:49:15.920+08:002011-09-22T15:49:15.920+08:00yfchan said 361 is badyfchan said 361 is bad屁股noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-21613990091040913642011-09-22T14:44:33.769+08:002011-09-22T14:44:33.769+08:00Smartone shoule be a reasonable choice for bottomi...Smartone shoule be a reasonable choice for bottoming out. I'm still on the sideway coz the HSI is not oversold enough, e.g. RSI and HSI deviation from the 50 MA, etc. I've already outperformed a lot by holding enough cash, no need to be too rush to bottom fish in the moment.You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-16561121535957449962011-09-22T14:39:02.997+08:002011-09-22T14:39:02.997+08:00this is crazy, just bought some 315 at 13.62.this is crazy, just bought some 315 at 13.62.tontongoodhttps://www.blogger.com/profile/17790155657651451035noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-46787445797144088022011-09-22T11:38:24.267+08:002011-09-22T11:38:24.267+08:00China September HSBC Flash PMI Falls to 49.4
http...China September HSBC Flash PMI Falls to 49.4<br /><br />http://www.cnbc.com/id/44619476You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-85662906795830874422011-09-22T10:56:03.390+08:002011-09-22T10:56:03.390+08:00I am interesting in stocks already plunged some ti...I am interesting in stocks already plunged some time and show some resistance recently, like 2038, 552. <br />Only thinking at this moment.<br />BTY, 592 attractive with high dividend, but another retailer?tontongoodhttps://www.blogger.com/profile/17790155657651451035noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-52950879755478618472011-09-22T10:49:38.251+08:002011-09-22T10:49:38.251+08:00tontongood: I have intention for bottom fishing as...tontongood: I have intention for bottom fishing as I'm cash rich now. But very few stocks can meet my criteria, I am monitoring 1193, 1836 and 2020. But other than 2020, the first two have not plunged enough. What are the stocks in your shortlist?You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-65977735266727151012011-09-22T10:19:51.885+08:002011-09-22T10:19:51.885+08:00Holding plenty of cash to bottom fishing, but real...Holding plenty of cash to bottom fishing, but really hesitating.tontongoodhttps://www.blogger.com/profile/17790155657651451035noreply@blogger.com