中資金融股：憧憬銀根略為放鬆
電信設備股：對３Ｇ手機及３Ｇ網絡升級的憧憬
內房股： 雖然市場一面倒看淡國內房地產，但這板塊目前仍是炒range；畢竟長遠而言，國內房地產在整固後，資金雄厚的上市內房股是可受惠汰弱留強的
水泥股：部分受是受內房股帶動
燃氣股：防守力足夠
國內發電股：悄悄起革命，受夠防守性及憧憬加電價驅動
高檔汽車及相關分銷股
個股方面，從事貿易的利豐（４９４）、冷凍劑化工的東岳（１８９）、及開發新能源汽車的比亞迪（１２１１）俱是值得留意的對象
反之，早前廣被看好的國內消費股、本港零售股及澳門股的動力顯著減弱；需要加以注意
今天見市況略為回穩，先後買入５９０、９３９及加碼１１１４。但事後回看，在市況尚未進入非常超賣下投入這個金額是較進取些。下午減持些３９９８，雖然目前估值相當吸引，但整個國內消費板塊失去動力，尤其是其他男士服裝公司的股價走勢更是疲弱，須提高警覺。目前市況值搏率有限，不宜再大幅加注；反之若零售股的表現進一步走軟的話，應予以修正。
| 目前組合： CSR (1766) | 10.1% |
| YGM (375) | 8.9% |
| Brilliance Automotive (1114) | 8.5% |
| CCB (939) | 6.2% |
| Bosideng (3998) | 5.1% |
| Luk Fook (590) | 4.8% |
| Cash | 56.5% |
U sir , 多謝提點！你這篇文章好像為小弟而寫！ thanks!
回覆刪除投機青年
渣打研究將周生生<00116.HK>及六福<00590.HK>評級由「跑贏大市」降至「與大市同步」，反映珠寶需求逐步溫和放緩，目標價分別調低至22.57元及34.64元，相當於2012年預測市盈率12倍及14倍。
回覆刪除該行渠道得悉，在「黃金周」假期後，眾多珠寶、手錶零售商銷售增長勢頭減慢。渣打較看好六福本港市場份額持續上升、資產負債相對穩健及資本需求較低。(
cut loss 590
回覆刪除U sir , 等等先，慢慢 cut , 116 n 398 上升中，或許 590 晏啲的價位會好啲！
回覆刪除投機青年
Pk 590 cut loss too
回覆刪除投機兄: 多謝支持,今次算係走得快好世界,本港零售股已顯著轉弱
回覆刪除Cut loss 939. Shit
回覆刪除Loss 10k this week, help
回覆刪除think should hold 939.
回覆刪除116 should not be too bad, esp long-term
agree that property sector 汰弱留強, 688 seems a good choice
agree 高檔汽車sector, any suggested numbers?
1766 & 1186 seems undervalued, can be more speculative to lure some return
同意內房股汰弱留強 (我早前一篇文中也提到)，所以如果撈底, 我都會偏向撈 688 或 1109 等龍頭股.
回覆刪除另外零售股和澳門股真的很弱, 反而一些平到嘔的工業股更有睇頭 :D
又一隻千年衰股返身中, 思捷 330 .....
kevin: 939的走勢算是相對較佳了、高檔汽車股方面,我是持有華晨、內房股我較留意3333及81,因三、四線城市受政策影響很少及估值很低、鐵路股其實不算很穩,我應減持1766
回覆刪除達人兄:內房股我較留意3333及81,因三、四線城市受政策影響很少及估值很低、工業股我只睇中669,你留意到什麼好東西?
又發現一超值股可留意：匯銀
回覆刪除匯銀好咩
回覆刪除no comment on 匯銀
回覆刪除本人將往外遊,相信12月初才能發博文和大家再交流;希望到時市況會有較佳的發展。短線的展望仍是審慎,但若在現水平再進一步明顯下跌的話,會視之為吸納的機會。組合中的3998及375即將公佈中期業績,即使外遊途中仍要多加留意
回覆刪除玩得開心D呢,可能你回港時,恆子己在20000点上.
回覆刪除Hi You Sir,
回覆刪除Have a nice trip!! ^^
-- Vagabond
You Sir 旅行玩得開心點 ^-^
回覆刪除Thanks for your blessings.
回覆刪除The news flow are not all on the negative side. The authorities may be working behind the scene to sort out a solution. I hold my viewpoint that the current market development is similiar to that in late 08 to early 09.
Asia Stocks, U.S. Futures Rally on Italy
http://www.bloomberg.com/news/2011-11-28/asian-stocks-u-s-futures-gain-on-imf-italy-loan-report-euro-strengthens.html
But then why u cut loassume stocks last week?
回覆刪除Jaymen
buy 3333 before departure
回覆刪除Jaymen,
回覆刪除I think my cash level at 50% to 60% fairly represents my cautious but not totally pessimistic view towards the market.
Last week I should only had two sold action. Firstly I reduced some 3998 because I regretted buying too aggressively in the morning. Hence, this was some fine-tuning through reducing some other shares. Secondly, I cut loss 590 because its relatively price performance is extra-ordinary weak, cut loss under that circumstance is reasonable to prevent extending your loss.
YOU SIR
回覆刪除旅途愉快^0^
六福(00590)公布截至9月底止中期業績，純利同比大增1.25倍，至7.19億元，每股盈利1.33元，按年增1.04倍，中期股息每股派0.53元，同比升1.03倍
回覆刪除Oh my590, shit
回覆刪除why no update for so long ???
回覆刪除Big Ox
You Sir 去了旅行, 不過應該已回來了 ^-^
回覆刪除hi you sir
回覆刪除1211 is a cup with a handle pattern, isnt it?
i agree it is good
hi frankie: a cup with handle pattern has not yet emerged in BYD. Nonetheless, my intuition suggests the Counter has decent turnaround potential, particularly given its visionary management. I would treat it as speculative turnaround play.
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