tag:blogger.com,1999:blog-7177962749989925788.post923266568604606461..comments2023-10-29T17:24:02.681+08:00Comments on YOU'LL NEVER WALK ALONE: 投資組合@14JanYou'll Never Walk Alonehttp://www.blogger.com/profile/08272358683483397165noreply@blogger.comBlogger31125tag:blogger.com,1999:blog-7177962749989925788.post-65308495869084827612014-01-29T11:00:58.391+08:002014-01-29T11:00:58.391+08:00Yahoo的舊blog其實已被關掉
回應您早前關於股票估值參考書的問題:在這方面我沒有書本推介。關...Yahoo的舊blog其實已被關掉<br /><br />回應您早前關於股票估值參考書的問題:在這方面我沒有書本推介。關於投資知識,我個人很大程度上是靠一路以來參與市場而累積下來的領悟。至於股票估值,我認為PEG(市盈增長率, Price earnings to growth ratio)這概念是很重要的,意即一隻股票的PE值,要和其每股盈利增長匹配。有些人認為估值概念不管用,有些股票的PE可以炒到很高、有些卻長期低PE;其實這種觀點只看到PE值、而忽略了growth。若分析股皇如騰訊及濠賭股的PE值及每股盈利增長,應可看到當中的正面關係<br />You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-25692849295694098862014-01-27T19:41:31.338+08:002014-01-27T19:41:31.338+08:00恆指維持半年的支持位剛剛失守;以中線部署而言,目前應未是撈底時候
agree!
big big mi...恆指維持半年的支持位剛剛失守;以中線部署而言,目前應未是撈底時候<br />agree!<br />big big mistakes in the market!Kevinhttps://www.blogger.com/profile/07273269202681536887noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-75453301885367758032014-01-27T17:10:38.041+08:002014-01-27T17:10:38.041+08:00謝謝回覆。
另外請問舊blog的網頁是什麼?想回顧一下昔日的財經,謝謝。謝謝回覆。<br /><br />另外請問舊blog的網頁是什麼?想回顧一下昔日的財經,謝謝。lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-18947699223549309302014-01-27T15:41:06.617+08:002014-01-27T15:41:06.617+08:00暫時未有,觀乎廣船A股及H股的表現仍是相對不錯,尤其是A股
且近月乾散貨船公司是落了不少新船訂單暫時未有,觀乎廣船A股及H股的表現仍是相對不錯,尤其是A股<br /><br />且近月乾散貨船公司是落了不少新船訂單You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-19693967621349677542014-01-27T15:38:31.480+08:002014-01-27T15:38:31.480+08:00如果退潮航運股未必有運行,請問YOU SIR 有否減持 317? 如果退潮航運股未必有運行,請問YOU SIR 有否減持 317? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-13703291660084071862014-01-27T15:27:19.810+08:002014-01-27T15:27:19.810+08:00目前現金水平提升至廿幾%
早前買入了watchlist內的部分股票,而這數天沽出了257、330及...目前現金水平提升至廿幾%<br /><br />早前買入了watchlist內的部分股票,而這數天沽出了257、330及6889等<br /><br />恆指維持半年的支持位剛剛失守;以中線部署而言,目前應未是撈底時候<br /><br />只是手頭上的持頭大部份的基本因素在逆市中仍有賣點;除非出現系統性經濟風險,否則以以往經驗看,這些強股很大機會只是震倉;目前會適量減持,但還未至於大規模撤退You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-30991220397280878552014-01-27T13:56:44.433+08:002014-01-27T13:56:44.433+08:00請問you sir點睇今次走資潮? 組合有冇大幅減持?謝諷指教。請問you sir點睇今次走資潮? 組合有冇大幅減持?謝諷指教。lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-6591512835922940542014-01-21T16:32:02.382+08:002014-01-21T16:32:02.382+08:00無乜奇怪,兩公司的業務有所不同無乜奇怪,兩公司的業務有所不同You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-75064727222926519252014-01-21T16:12:48.540+08:002014-01-21T16:12:48.540+08:00636 一路向北, 683卻一路向南..636 一路向北, 683卻一路向南..Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-130785963060189222014-01-21T15:54:36.755+08:002014-01-21T15:54:36.755+08:00Though I am not very buoyant on the recovery story...Though I am not very buoyant on the recovery story of Baltic Bulk index, BALT has a very solid "rounded bottoming out" pattern from a two year perspective.<br /><br />916 has been a laggard in the sector recently. But fundamental wise, I think the Company is so far so good. The lagged performance may be attributable to a less than satisfactory power output in December (only 5% growth yoy, compared with around 17% in previous months). Let's see if this is only a temporary setback or a structural slowdown. I'd like to bet for a case of temporary setback.<br /><br />The oil & gas service has been dampened by anti-probe concern today. Anyway, I think the industry fundamentals remain intact, particularly amid a huge capex budget announced by CNOOC today. I think today's plunge is an opportunity for bottom fishing. After some investigation and TA judgement, I favor 1623 and 1251. Recently my portfolio added 1623.You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-23336919064702833912014-01-19T10:28:41.915+08:002014-01-19T10:28:41.915+08:00Breakout with full load:
GILD
242 (seems can follo...Breakout with full load:<br />GILD<br />242 (seems can follow 173 path. As stock pickers win too much and new money flows into them, deep value stocks may got their attention. A key catalyst)<br /><br />Any comments?Kanhttps://www.blogger.com/profile/06156541969232918305noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-71701988090732301292014-01-19T10:25:03.450+08:002014-01-19T10:25:03.450+08:00This week's particular watch
916
1666
2343
BAL...This week's particular watch<br />916<br />1666<br />2343<br />BALT<br />3337<br /><br />Any comments?Kanhttps://www.blogger.com/profile/06156541969232918305noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-90589153562883553382014-01-19T10:23:19.225+08:002014-01-19T10:23:19.225+08:00Agree ;)Agree ;)Kanhttps://www.blogger.com/profile/06156541969232918305noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-10243679000973049572014-01-17T14:06:04.159+08:002014-01-17T14:06:04.159+08:00Well you're right and thanks for your clarific...Well you're right and thanks for your clarification. Anyway, they are in the same industry of different sub segments. GasLog are in LNG marine while CIMC Enric is in the last mile of LNG storage. <br /><br />I think the story is that, given explosive growth of shale gas, US is becoming a growing exporter of natural gas, thereby boosting demand for gas transportation.You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-2025887883660041432014-01-17T00:17:57.720+08:002014-01-17T00:17:57.720+08:00In fact shouldnt GLOG operate LNG carrier (marine ...In fact shouldnt GLOG operate LNG carrier (marine transportation)?Kanhttps://www.blogger.com/profile/06156541969232918305noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-37004061399840470082014-01-16T16:37:39.598+08:002014-01-16T16:37:39.598+08:00you sir有冇閱讀什麼書本介紹去令我提升對財務及估值的理解? 謝謝you sir有冇閱讀什麼書本介紹去令我提升對財務及估值的理解? 謝謝lam8751https://www.blogger.com/profile/07460997341870742215noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-52556693733983006072014-01-16T13:48:33.086+08:002014-01-16T13:48:33.086+08:00《復牌公告》華南城(01668.HK)獲騰訊(00700.HK)入股 合作電商及物流等範疇
===...《復牌公告》華南城(01668.HK)獲騰訊(00700.HK)入股 合作電商及物流等範疇<br /><br />======<br />再加上早前阿里巴巴入股海爾(1169),相信物流會是投資大主題<br /><br />嘉里物流(636)應可放心繼續持有You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-58561101797747776712014-01-16T12:05:51.807+08:002014-01-16T12:05:51.807+08:00Thanks You Sir,絕對同意,我近日有點炒作過龍,要慢下來好好細心睇下持股,多了解公司本後...Thanks You Sir,絕對同意,我近日有點炒作過龍,要慢下來好好細心睇下持股,多了解公司本後的環境,再配合價量來設買點,減少交易。睇準就較大注出擊 ^^投資達人https://www.blogger.com/profile/12513377659040798634noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-8244719720975757992014-01-16T11:11:23.279+08:002014-01-16T11:11:23.279+08:00三隻港股也是okay的,我當然較看好中集安瑞科
原來GLOG的業務和中集安瑞科原來很相似,相信股價...三隻港股也是okay的,我當然較看好中集安瑞科<br /><br />原來GLOG的業務和中集安瑞科原來很相似,相信股價走勢可以作為3899的參考You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-19168474828295562082014-01-16T10:53:25.491+08:002014-01-16T10:53:25.491+08:00您好!閣下網誌的內容很精彩,會多前來拜訪
我看中嘉里物流的business model及企業謢城河...您好!閣下網誌的內容很精彩,會多前來拜訪<br /><br />我看中嘉里物流的business model及企業謢城河<br /><br />至於Dyman,則是出於對日本開賭的憧憬,目前看來這憧憬仍是有效的You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-19582641410873913322014-01-16T00:35:16.408+08:002014-01-16T00:35:16.408+08:00any comments?any comments?Kanhttps://www.blogger.com/profile/06156541969232918305noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-68717050118345974562014-01-16T00:35:00.589+08:002014-01-16T00:35:00.589+08:00attention to GLOG 242 3899 1666attention to GLOG 242 3899 1666Kanhttps://www.blogger.com/profile/06156541969232918305noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-99435268776681512014-01-15T23:02:41.961+08:002014-01-15T23:02:41.961+08:00Hi You兄
第一次留言,我同你一樣重倉6889,636。加油!:)Hi You兄<br /><br />第一次留言,我同你一樣重倉6889,636。加油!:)PARTIPRAL 派得好https://www.blogger.com/profile/08584483169222935071noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-72141168111248160852014-01-15T16:55:04.308+08:002014-01-15T16:55:04.308+08:00既然達人兄上來留意,我也不妨對兄台的投資給些意見。閣下在投資決定加多些FA元素,應會較繼續往TA鑽深...既然達人兄上來留意,我也不妨對兄台的投資給些意見。閣下在投資決定加多些FA元素,應會較繼續往TA鑽深入為佳。根據我的觀察,閣下之所以錯失某些爆升的股票,是對公司的盈利增長點及大圍投資主題掌握不夠。投資用的基本分析不需要像CFA material那般,我認為只要對行業增長前景及大圍投資主題、公司的財務往績及未來增長動力、以及估值等有些基本暸解;對掌握買賣決定已有幫助。希望這些意見有用You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-38594615710329643712014-01-15T14:56:12.452+08:002014-01-15T14:56:12.452+08:00近排要買中牛股不難,難在我不懂基本分析,不能對某一隻股票特別有信心,變成每一隻都試水式買少少,組合缺...近排要買中牛股不難,難在我不懂基本分析,不能對某一隻股票特別有信心,變成每一隻都試水式買少少,組合缺憾核心股,所以回報增長得慢 >.<投資達人https://www.blogger.com/profile/12513377659040798634noreply@blogger.com