tag:blogger.com,1999:blog-7177962749989925788.post6105372891004706639..comments2023-10-29T17:24:02.681+08:00Comments on YOU'LL NEVER WALK ALONE: 1月份月結:有改善空間You'll Never Walk Alonehttp://www.blogger.com/profile/08272358683483397165noreply@blogger.comBlogger33125tag:blogger.com,1999:blog-7177962749989925788.post-136747243219437012013-02-06T17:22:11.351+08:002013-02-06T17:22:11.351+08:00買入1112算是有些好運,買入的時候無計入奶粉荒所引發的re-rating的可能性買入1112算是有些好運,買入的時候無計入奶粉荒所引發的re-rating的可能性You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-17519109952824338912013-02-06T17:20:53.680+08:002013-02-06T17:20:53.680+08:00Thanks for your informationThanks for your informationYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-78925623592569680282013-02-06T16:43:03.959+08:002013-02-06T16:43:03.959+08:00內地可能在短期內進行第3輪頁岩氣探礦權招標,相關概念股再惹炒作。《每日經濟新聞》引述消息人士指出,國...內地可能在短期內進行第3輪頁岩氣探礦權招標,相關概念股再惹炒作。《每日經濟新聞》引述消息人士指出,國土部今年將加強頁岩氣資源調查和潛力評價,繼續出讓1至2批油氣探礦權,並探索推進頁岩氣勘查開發部省合作機制。<br /><br />不過,早於1月下旬,《上海證券報》已報導,國土部今年很可能啟動第三輪頁岩氣招標,規模或與第二輪相若。按第二輪招標中,中標企業承諾未來3年投入128億元人民幣進行勘探。<br /><br />相關概念股炒上,安東油田(03337)現報4.06元,飆10.92%,宏華集團(00196)大漲11.67%,華油能源(01251)升6.86%。Kelvinhttps://www.blogger.com/profile/10714807990935231317noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-19103390518467680012013-02-06T13:40:50.920+08:002013-02-06T13:40:50.920+08:00Go!Go!Go!
合生元的業務不算有防守性,不過在奶粉荒下,被認定信得過的品牌可以有價值重估
...Go!Go!Go!<br /><br />合生元的業務不算有防守性,不過在奶粉荒下,被認定信得過的品牌可以有價值重估<br /><br />雖則如此,目前該股的預測PE已在近19倍水平,要注意再進一步re-rating的空間可以有多大You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-50244138609489811522013-02-06T13:19:56.113+08:002013-02-06T13:19:56.113+08:00感覺上1112進攻防守兼備,可穩定組合不少感覺上1112進攻防守兼備,可穩定組合不少Edward Tamhttps://www.blogger.com/profile/11850465191726323602noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-59724989763592164612013-02-06T13:19:09.682+08:002013-02-06T13:19:09.682+08:00我今早亦入了196,昨日入了1112我今早亦入了196,昨日入了1112Edward Tamhttps://www.blogger.com/profile/11850465191726323602noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-58293333930094205932013-02-06T11:12:43.581+08:002013-02-06T11:12:43.581+08:00http://hk.apple.nextmedia.com/financeestate/art/20...http://hk.apple.nextmedia.com/financeestate/art/20130206/18158149<br /><br />【平衡風險】<br />樓價飆升,市場屢傳政府再推新辣招組合,包括調高買家印花稅(BSD)及減低按揭成數,按揭證券公司新任行政總裁李令翔昨表示,對當前市場風險非常擔心,年初以來因風險考慮,曾拒絕為個別樓盤提供按揭保險(MIP)服務,「樓價肯定是其中一個風險因素」。 You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-101871294413772672013-02-06T11:06:48.108+08:002013-02-06T11:06:48.108+08:003337及196一直仍在我的watchlist中
昨天已注意到有見底跡象,但始終因恆指昨天暴跌而未...3337及196一直仍在我的watchlist中<br /><br />昨天已注意到有見底跡象,但始終因恆指昨天暴跌而未有買進<br /><br />教訓是二、三線股買賣不須太看重大盤走勢。此外,若是好股的話,一旦出現轉勢,合適的買入時機可以轉舜即逝You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-47101965317779700052013-02-06T10:44:33.469+08:002013-02-06T10:44:33.469+08:00sell 3900sell 3900You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-88663677412854876602013-02-06T10:17:18.600+08:002013-02-06T10:17:18.600+08:00YOU SIR
昨日我已經留意到196應該見左底,我都等緊好位入YOU SIR<br />昨日我已經留意到196應該見左底,我都等緊好位入Kelvinhttps://www.blogger.com/profile/10714807990935231317noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-17835010664233030912013-02-06T09:59:54.439+08:002013-02-06T09:59:54.439+08:00buy 196 and 1265buy 196 and 1265You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-3542023652898454172013-02-05T21:42:07.370+08:002013-02-05T21:42:07.370+08:00舜宇光學科技 02382.HK
現價 6.600 升跌 -0.350(-5.036%)
...舜宇光學科技 02382.HK <br />現價 6.600 升跌 -0.350(-5.036%)<br /><br />Thank you You Sir.oshttps://www.blogger.com/profile/05404424212160560685noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-78619351172355584402013-02-05T21:38:32.069+08:002013-02-05T21:38:32.069+08:00Nope, it's not my intention.
I wish I have d...Nope, it's not my intention. <br /><br />I wish I have done the same for 1638. :(oshttps://www.blogger.com/profile/05404424212160560685noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-88280072168864959592013-02-05T11:40:31.241+08:002013-02-05T11:40:31.241+08:00Is it a sacarsm?Is it a sacarsm?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-48730720871719590342013-02-05T10:47:02.318+08:002013-02-05T10:47:02.318+08:00現完成派貨,造淡期指營造利淡氣氛,晤知22860上升裂口會晤會回補現完成派貨,造淡期指營造利淡氣氛,晤知22860上升裂口會晤會回補oshttps://www.blogger.com/profile/05404424212160560685noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-81164211766081170602013-02-05T09:40:30.792+08:002013-02-05T09:40:30.792+08:00You Sir 3900走得靚You Sir 3900走得靚oshttps://www.blogger.com/profile/05404424212160560685noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-46696574458502891512013-02-04T14:28:54.426+08:002013-02-04T14:28:54.426+08:00Based on my intuition, Shenzhen前海 should be an inv...Based on my intuition, Shenzhen前海 should be an investment theme this year and we can patient for the rally. Regarding China property stocks, I think we should be less bullish amid higher tightening policy risk as property prices are back on a bull run.You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-42369160648958255252013-02-04T14:22:01.738+08:002013-02-04T14:22:01.738+08:00綠城中國(03900.HK)公佈,公司獲批准發行本金總額4億美元於2018年到期的優先票據,息率為8...綠城中國(03900.HK)公佈,公司獲批准發行本金總額4億美元於2018年到期的優先票據,息率為8.5%,預期票據將於明日(5日)或前後獲批准上市及買賣。<br /><br />德銀、中銀國際、高盛、匯豐、工行亞洲、渣打銀行及瑞銀為聯席牽頭經辦人兼聯席賬簿管理人。(ta/a)<br /><br />高負債的3900發行高息票據,加上息率不算低,應是股價轉弱的理由。但始終目前估值仍不算貴,減輕持貸後可再觀察多些。其實看走勢,上周五已應該先行減持,只是當天有事,未能付諸行動<br /><br />至於2314,造紙業是否咁好景是後話。管理層不斷增持,目前相對市帳率不算貴,且走勢靚仔,已給予信心繼續持有<br /><br />1623的走勢無疑不錯,只是對其基本面的信心,不如早前的3337及196般強,暫時不在我的watchlist中<br />You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-17803069309755923752013-02-04T12:33:46.252+08:002013-02-04T12:33:46.252+08:00YOU SIR
今日我都沽出一半3900,換馬去906+1623+2314
2314回購左3000萬...YOU SIR<br />今日我都沽出一半3900,換馬去906+1623+2314<br />2314回購左3000萬股,數量唔細,而且仲繼續.今年造紙行業真的那麼好?Kelvinhttps://www.blogger.com/profile/10714807990935231317noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-64737328812009856572013-02-04T10:06:34.657+08:002013-02-04T10:06:34.657+08:00reduce 3900reduce 3900You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-28542930758835954412013-02-03T00:48:25.993+08:002013-02-03T00:48:25.993+08:00Thank you YOU sir
最近chicken little不斷增加現金比例,跑輸大市
最近...Thank you YOU sir<br />最近chicken little不斷增加現金比例,跑輸大市<br />最近只買了6823期待大市的調整,所以想買d股oshttps://www.blogger.com/profile/05404424212160560685noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-47284178904598141552013-02-02T23:18:59.575+08:002013-02-02T23:18:59.575+08:00And also interested in 777:
High growth of >30%...And also interested in 777:<br />High growth of >30% estimated in the coming few years given strong "91 mobile apps platform" in China and strong growth in mobile apps (seems critical point of surging 3G subs after 941 Jan figure).<br />Wait for further consolidation and thereafter breakoutTommyhttps://www.blogger.com/profile/17593801854902050576noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-20419758965819173172013-02-02T23:15:09.903+08:002013-02-02T23:15:09.903+08:00Your comment?Your comment?Tommyhttps://www.blogger.com/profile/17593801854902050576noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-1846372741918695652013-02-02T23:14:34.935+08:002013-02-02T23:14:34.935+08:00Interested in
1251: gaining support at sma50, gas...Interested in <br />1251: gaining support at sma50, gas theme is still attractive in the long run and more attractive after consolidation<br />6837: A-share theme is long-term attractive, attractive after consolidation and ready for breakout<br /><br />And seems should be careful on 3900 and 604<br />3900: showed initial weakening sign. seems 917 is much more attractive relativley in TA (strong, consolidated for 3 mths, breakout with large vol) and FA (0.6x PB, comparative PE but should be better as more from recurrent rental income)<br />604: heard from E線金融網 Mr. Tsui that 前海 concept needs a long time to play out Tommyhttps://www.blogger.com/profile/17593801854902050576noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-90599028227258744062013-02-02T18:44:32.607+08:002013-02-02T18:44:32.607+08:00舜宇光學的智能手機故事已太多人炒及炒得很久了,目前的估值己在偏貴區域,安全邊際不高。且若Apple出...舜宇光學的智能手機故事已太多人炒及炒得很久了,目前的估值己在偏貴區域,安全邊際不高。且若Apple出平價板iPhone,對2382盈利會有明顯負面影響(2382目前主要是做國產智能手機的單)<br /><br />有得接iPhone的訂單是有其可能性,但目前還只是一個憧憬,且即使成事,初期訂單也不會太多<br /><br />可以跟勢炒,但一旦走勢不對,要快下車<br /><br />You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.com