我暫想不通有什麼因素可令競爭激烈的國內體育用品板塊turnaround，但以安踏的較佳往績及質素，加上約10倍的PE及近6%的股息率；小注投機性買入還是可以的，若股價進一步確認在升軌，我是樂意加注的。還看目前組合，為下一輪升市的建倉行動正進行中。
目前組合： Techtronic (669) | 10.2% |
| YGM (375) | 9.6% |
| Brilliance Automotive (1114) | 8.3% |
| ENN Energy (2688) | 8.0% |
| LI & Fung (494) | 7.0% |
| CSR (1766) | 6.4% |
| CCB (939) | 6.4% |
| Bosideng (3998) | 5.9% |
| Evergrande (3333) | 5.3% |
| COGO (81) | 5.3% |
| Anta (2020) | 3.7% |
| Cash | 24.0% |
2020 is a good one. But don't think it is the best time to go to that market sector. You may be correct that it hits the bottom but consolidation now takes more time than we expected. Please wait!
回覆刪除Hi You Sir,
回覆刪除祝聖誕快樂, 新年進步!! ^^
我亦看好恆子,將會有一輪升勢,但未到2020行先
回覆刪除Merry Christmas You Sir 及各位！
回覆刪除Merry Christmas to all and may Jesus Christ be with you during this holiday!
回覆刪除Kevin: As many investors are pessimistic on sportswear sector, I think a speculative bet is merited. In particular that I only allocate a tiny portion of fund as a test buy.
回覆刪除YOU SIR :1171有無留意丫!
回覆刪除唔經唔覺, 669 已升至 You Sir 倉位的首位 ^-^
回覆刪除669 gogogo
回覆刪除chanel: 這個消息應是利好:
回覆刪除http://www.mpfinance.com/htm/Finance/20111223/News/ec_ecm1.htm
X'mas is coming, HSBC's bell is ringing! ROI not bad
回覆刪除1171 is a good choice. I have already got some!
祝聖誕快樂,
回覆刪除you sir,
回覆刪除聖誕快樂!
YOU SIR，聖誕快樂!
回覆刪除FAI
Kevin: I think HSBC has pasted its prime. Merry Christmas anyway!
回覆刪除yfchan & bluebird: Merry Christmas and may God bless everybody! Chan Sir, long time no see, hope everything is fin with you
回覆刪除http://www.881903.com/page/zh-tw/mt_other_account.aspx?userid=28288090-1369-85bd-e040-10ac0d0c66cf
回覆刪除you，怎看這老千投資高手？
fai: merry Christmas to you also!
回覆刪除少年屁股: sorry that I have no comment!
回覆刪除聖誕樂！
回覆刪除屁股: thanks and hope you have a happy christmas too!
回覆刪除dear You Sir,
回覆刪除Happy new year 2012!
Rabit
You Sir Merry Christmas and Happy New Year！Hope 2688 keep rising！ ^=^
回覆刪除http://www.hkej.com/template/onlinenews/jsp/detail.jsp?cat_id=1&title_id=87708
回覆刪除1766 現價是否已反映?
上星期五大部份鐵路股都下跌, 是否有春江鴨?
功課多到，要寫過十萬字！然後考試
回覆刪除rabit & 達人兄: thanks and happy new year too!
回覆刪除龍:多謝提點,有關因素似乎尚未完全反映
屁股:原來你還是學生,多享受校園生活 ^^
sell 1766
回覆刪除中國鐵路股唔知做乜事, 好似崩盤 feel. 反而美國復甦勢頭越來越明顯, 494 和 669 今日都升, 航運股也因此受惠. 我偏向賭美國復甦, 多過買中國內需
回覆刪除達人兄:再以相關股票在A股的走勢作參考,使我更覺得要沽出1766
回覆刪除Sold 1766 too
回覆刪除