tag:blogger.com,1999:blog-7177962749989925788.post3587933884998012545..comments2023-10-29T17:24:02.681+08:00Comments on YOU'LL NEVER WALK ALONE: 洗牌後的強者You'll Never Walk Alonehttp://www.blogger.com/profile/08272358683483397165noreply@blogger.comBlogger45125tag:blogger.com,1999:blog-7177962749989925788.post-34311394223334941322012-03-12T00:00:51.867+08:002012-03-12T00:00:51.867+08:00宏橋基本上無大問題:全年的業績和上半年相比沒有走樣;毛利率雖呈收窄,但下跌幅度和上半年比應有所改善;...宏橋基本上無大問題:全年的業績和上半年相比沒有走樣;毛利率雖呈收窄,但下跌幅度和上半年比應有所改善;現金流及balance sheet無異樣;公司也有合理的派息比率<br /><br />若經濟周期是向上的話,這類股份及其估值應有一定爆發力You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-79791425517636649532012-03-10T20:19:13.423+08:002012-03-10T20:19:13.423+08:00準備新文中,請稍候準備新文中,請稍候You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-49719757960467247962012-03-10T19:17:41.495+08:002012-03-10T19:17:41.495+08:00這名單不錯這名單不錯少年屁股noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-86081380206736940902012-03-10T17:18:36.778+08:002012-03-10T17:18:36.778+08:00You sir,
中國宏橋( 1378)公佈去年業績,全年純利 58.75億元(人民幣.下同),上...You sir,<br /><br />中國宏橋( 1378)公佈去年業績,全年純利 58.75億元(人民幣.下同),上升 40%,收入則升 56.1%至 236.26億元,每股盈利 1.03元,末期息 0.32港元<br />集團主要從事鋁產品的製造。集團的鋁產品包括液態鋁合金、鋁合金錠及鋁母線<br /><br />有咩睇法?Cashhttps://www.blogger.com/profile/00078195567525534001noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-22613555539799526552012-03-09T18:12:34.171+08:002012-03-09T18:12:34.171+08:00Too bad i cut loss 893 at 1.93 yesterdayb
BbchuiToo bad i cut loss 893 at 1.93 yesterdayb<br />BbchuiAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-33629537735060714132012-03-09T15:31:58.629+08:002012-03-09T15:31:58.629+08:00You & Cup are GOD!!! x 2
You Sir 個 list 超級好 ^...You & Cup are GOD!!! x 2<br /><br />You Sir 個 list 超級好 ^-^投資達人https://www.blogger.com/profile/12513377659040798634noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-24123324652123168132012-03-09T10:24:18.034+08:002012-03-09T10:24:18.034+08:00You & Cup are GOD!!!
THANKS!
BB車You & Cup are GOD!!!<br />THANKS! <br />BB車Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-21809330116028308992012-03-09T09:56:47.036+08:002012-03-09T09:56:47.036+08:00牛市總是在憂慮中成長,到一天太多人看好的時候反而須擔心牛市總是在憂慮中成長,到一天太多人看好的時候反而須擔心You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-85005023544351881372012-03-09T09:54:31.101+08:002012-03-09T09:54:31.101+08:00http://hk.apple.nextmedia.com/template/apple/art_m...http://hk.apple.nextmedia.com/template/apple/art_main.php?iss_id=20120309&sec_id=15307&subsec_id=15320&art_id=16139789<br /><br />金磚國輪流叫苦 全球恐滯脹<br />巴西減息 0.75厘救亡<br /><br />【本報綜合報道】巴西 1月工業生產下跌 2.1%,在數據公佈數小時後,央行即決定減息 0.75厘,至 9.75厘,為 1999年以來息率第二次見單位數字。近年全球經濟增長依賴巴西等新興市場的支撐,市場擔心火車頭失去動力,未能持續帶動全球經濟,甚至步向滯脹的危機。<br /><br />巴西 1月工業生產下跌 2.1%,為 3年來最多,跌幅較市場預期多近兩倍。當地經濟去年增長 2.7%,雖然超越英國成為全球第 6大經濟體系,而巴西財政部長曼蒂加( Guido Mantega)亦力撐今年將會增長 4.5%;但較 2010年增長 7.5%大減逾半。數據反映當地生產商貨幣雷亞爾( Real)強勢,打擊生產商對外競爭力。You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-62947265745809398142012-03-09T09:40:17.255+08:002012-03-09T09:40:17.255+08:00You Sir, 現在那麼多人唱淡未來股市前景. 是否不用理會他們所講的話呢?You Sir, 現在那麼多人唱淡未來股市前景. 是否不用理會他們所講的話呢?MFhttps://www.blogger.com/profile/02527341354168531659noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-75593068336717957902012-03-09T09:32:42.891+08:002012-03-09T09:32:42.891+08:00http://hk.apple.nextmedia.com/template/apple/art_m...http://hk.apple.nextmedia.com/template/apple/art_main.php?iss_id=20120309&sec_id=15307&subsec_id=15320&art_id=16139847<br /><br />李文俊:市場沒有預期好<br />理文唱淡紙業前景<br /><br />【本報訊】紙業界「大哥」玖龍紙業( 2689)早前「唱好」紙業市場之說言猶在耳,「二哥」理文造紙( 2314)行政總裁李文俊昨日卻大唱反調,指市場「沒有預期好」;事實上,李氏父親、即公司大股東兼主席李運強已於本月初開始減持理文,父子言行一致。記者:陳健文<br /><br />有外資基金經理說:「理文一路都係睇淡喎,上個禮拜阿茵姐(玖紙董事長張茵)唱得咁好,講到成個市歌舞昇平,股價單日好似火箭咁升咗成 16%,連帶理文都升唔少,咁大家即時去問理文係咪真係咁好景呀?佢就話冇玖紙講得咁好喎,仲 update番個市場情況㖭。」You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-15194065461671507572012-03-09T09:26:07.928+08:002012-03-09T09:26:07.928+08:00http://hk.apple.nextmedia.com/template/apple/art_m...http://hk.apple.nextmedia.com/template/apple/art_main.php?iss_id=20120309&sec_id=15307&subsec_id=15320&art_id=16139717<br /><br />謝清海:印銀紙不真實 開心別太早<br />全球新危機四面埋伏<br /><br />兼任聯席首席投資總監的謝清海指出,全球央行印鈔下,大多數情況股市都會升,他形容「政府及央行決定股市走勢」,但影響只是短線。各國央行的多項政策放寬、量化寬鬆等,都不是政策上的改革,是「不真實,長遠人們會看到它沒有效用」,若現時印鈔情況持續,加上各地政府未能削減財赤、量入為出,未來一至三年可能重演金融海嘯,但他對此不太憂慮,因為全球有太多儲蓄要找資金出路,股市仍會是其中一個出路。<br />「金手指」又不忘重申其價值投資的「信仰」,認為投資者應以入股一盤生意的心態買股票,因為股市不是賭場,當人們開始用儲蓄來買股票時,長遠的賺蝕仍取決於股票價值,股市長線仍然是值得投資的地方。<br /><br />...<br /><br />不過,聯交所資料顯示,踏入 2012年,惠理基金繼續收緊戰線,沽多過買,於 1月至 2月間一口氣連沽八股(見表),其中恒大地產( 3333)、重農行( 3618)、南車時代( 3898)、晨鳴紙業( 1812)、創科( 669)五股更掟至 5%樓下毋須再披露水平,其他沽貨還包括合富輝煌( 733)、海油化學( 3983)和華耐( 1020),似乎甚不看好今年內房、鐵路股表現。至於惠理同期買入四股,包括華晨( 1114)、建滔( 148)、京客隆( 814)及正通汽車( 1728)。You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-69248773005220119002012-03-09T00:04:57.766+08:002012-03-09T00:04:57.766+08:00《大行報告》高盛上調內房股目標價3-76%(一)
恆大<03333.HK>、雅居樂&l...《大行報告》高盛上調內房股目標價3-76%(一)<br /><br />恆大<03333.HK>、雅居樂<03383.HK>、華潤置地<01109.HK>、花樣年<01777.HK>、龍湖<00960.HK>、保利香港<00119.HK>、遠洋地產<03377.HK>及融創中國<01918.HK>等維持「買入」評級,恆大目標價由6.28元上調至7.44元,升18%;雅居樂目標價由10.75元上調至13.1元,升22%;華潤置地目標價由16.57元上調至19.97元,升21%;花樣年目標價由0.95元上調至1.34元,升40%;龍湖目標價由12.71元上調至15.4元,升21%;保利香港目標價由4.5元上調至7.14元,升59%;遠洋地產目標價由4.22元上調至5.59元,升32%;融創中國目標價由2.85元上調至3.61元,升27%。(You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-53451361004785149272012-03-09T00:04:09.234+08:002012-03-09T00:04:09.234+08:00http://www.aastocks.com/tc/News/HK6/01918/NOW.4774...http://www.aastocks.com/tc/News/HK6/01918/NOW.477422.html<br /><br />http://www.aastocks.com/tc/News/HK6/01918/NOW.476974.html<br /><br />http://www.aastocks.com/tc/News/HK6/01918/NOW.473461.html<br /><br />融創近月銷情相當突出,估值亦吸引,近日的相對強勢應可維持You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-58608970714035625052012-03-08T23:58:35.402+08:002012-03-08T23:58:35.402+08:00這個LIST很棒!這個LIST很棒!Octohttps://www.blogger.com/profile/06421370702531339733noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-59105971944664337872012-03-08T20:49:33.197+08:002012-03-08T20:49:33.197+08:00請問融創中國(01918.HK)現價值博嗎?請問融創中國(01918.HK)現價值博嗎?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-55749070580057467092012-03-08T16:19:11.348+08:002012-03-08T16:19:11.348+08:00so far okay, no need to reduce in the momentso far okay, no need to reduce in the momentYou'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-33868902874192635542012-03-08T16:06:55.870+08:002012-03-08T16:06:55.870+08:001.94收, 都唔錯吧
BB車1.94收, 都唔錯吧<br />BB車Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-69532060989511114462012-03-08T16:03:13.252+08:002012-03-08T16:03:13.252+08:00You Sir, 以今日189的走勢, 算唔算反彈力度夠強?You Sir, 以今日189的走勢, 算唔算反彈力度夠強?MFhttps://www.blogger.com/profile/02527341354168531659noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-79118788137699645472012-03-08T15:23:05.179+08:002012-03-08T15:23:05.179+08:00893先跌破2月中的底位,相對走勢較弱;且從FA看,國家調低經濟增長目標,利淡和固定投資相關的股票893先跌破2月中的底位,相對走勢較弱;且從FA看,國家調低經濟增長目標,利淡和固定投資相關的股票You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-35469472594203147592012-03-08T15:22:50.485+08:002012-03-08T15:22:50.485+08:00893先跌破2月中的底位,相對走勢較弱;且從FA看,國家調低經濟增長目標,利淡和固定投資相關的股票893先跌破2月中的底位,相對走勢較弱;且從FA看,國家調低經濟增長目標,利淡和固定投資相關的股票You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-38804648060693083002012-03-08T15:17:46.330+08:002012-03-08T15:17:46.330+08:00U Sir,
想問你沽893是不看好其前景, 還是想轉碼或Hold cash?
thanks.
BB...U Sir,<br />想問你沽893是不看好其前景, 還是想轉碼或Hold cash?<br />thanks.<br />BB車Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-4046199505407886042012-03-08T14:50:35.792+08:002012-03-08T14:50:35.792+08:00本來預計還有3成以上的升幅;但我上面留言指出同業欲增加產能,這對行業的供求面不利,可能是近幾天急跌的...本來預計還有3成以上的升幅;但我上面留言指出同業欲增加產能,這對行業的供求面不利,可能是近幾天急跌的原因;如該股反彈力度不夠強,不排除減持You'll Never Walk Alonehttps://www.blogger.com/profile/08272358683483397165noreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-42195799047033790982012-03-08T14:32:08.030+08:002012-03-08T14:32:08.030+08:00seems 893 is okay, why you sold it?
Bbchuiseems 893 is okay, why you sold it?<br />BbchuiAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7177962749989925788.post-13768366736341187452012-03-08T14:12:09.968+08:002012-03-08T14:12:09.968+08:00You Sir, 你認為189會值咩價錢呢? 我見你對呢隻都好進取下.You Sir, 你認為189會值咩價錢呢? 我見你對呢隻都好進取下.MFhttps://www.blogger.com/profile/02527341354168531659noreply@blogger.com