tag:blogger.com,1999:blog-3301536840960275863.post2371390053920256595..comments2024-03-24T23:08:33.909+08:00Comments on 偉哥投資手札: 金手指遭高層減持偉哥http://www.blogger.com/profile/08277235755471085935noreply@blogger.comBlogger134125tag:blogger.com,1999:blog-3301536840960275863.post-21751251738361271232010-11-17T01:05:41.108+08:002010-11-17T01:05:41.108+08:00hi shing,明顯地,主要股東張氏家族及凱雷並沒有將股票放在中央結算,而另外的2.3%沒有放在中...hi shing,明顯地,主要股東張氏家族及凱雷並沒有將股票放在中央結算,而另外的2.3%沒有放在中央結算的,應該是復星的持股。<br /><br />至於放在中央結算的21.12%的股權,全數是通過ipo認購的股東持股。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-24125764157968989602010-11-17T01:01:55.424+08:002010-11-17T01:01:55.424+08:00hi rob,423沒有太深入的研究。其目前估值應與其它報紙股相若,如果大市出現大調整的話,相信有其...hi rob,423沒有太深入的研究。其目前估值應與其它報紙股相若,如果大市出現大調整的話,相信有其它值博率更高的股票。<br /><br />hi 路易,其實個市一早已有很多短期見頂的癥兆,只不過大行、財演等好像散戶一樣,日日大叫26000、28000、32000 gogogo,也不知有多少散戶信以為真,摸頂入市。<br /><br />hi mimer,9號自己之前在供股完成後,已沽出一半股數食糊,令目前手上持股的平均成本拉低至0.025左右,所以一早已經不理此股,看看日後會否有意外驚喜。至於758,當時買入最少是看0.5以上,今日也沒有改變看法。<br /><br />hi bill,以前也有簡單研究過268,但不明白為何估值長期居高不下,似乎很難有機會平價入貨,所以已沒有再跟進。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-61480524021493161542010-11-17T00:31:03.883+08:002010-11-17T00:31:03.883+08:00hi 偉哥,
請問點睇423?thnks
ROB<b>hi 偉哥,<br /><br />請問點睇423?thnks<br /><br />ROB</b>Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-53247887209351200442010-11-17T00:22:09.661+08:002010-11-17T00:22:09.661+08:00若無記錯,偉哥之前講過1230要多十數日才收齊貨,買股要看時機及耐心,財不入急門~若無記錯,偉哥之前講過1230要多十數日才收齊貨,買股要看時機及耐心,財不入急門~Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-57768618161407495982010-11-17T00:21:12.981+08:002010-11-17T00:21:12.981+08:00上個星期先問過偉哥個市好似07-08年咁,估唔到烏鴉口即刻大跌幾日,不過HSI都係下跌5%左右,但細...上個星期先問過偉哥個市好似07-08年咁,估唔到烏鴉口即刻大跌幾日,不過HSI都係下跌5%左右,但細價股就慘,跌一兩成。路易http://(選用)noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-54997856119944403682010-11-17T00:07:52.327+08:002010-11-17T00:07:52.327+08:001230 keep dropping, don't try to dilute or add...1230 keep dropping, don't try to dilute or add in this moment until it's start to raise.<br />After HSI is drop much, so many good stock can buy instead of putting money to 1230.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-5844042148315312852010-11-16T23:41:03.943+08:002010-11-16T23:41:03.943+08:00睇黎,1230真係好多人有,祝大家及自己好運。
對不起,以下上面問過,但為免沉沒,故再問
偉哥對...睇黎,1230真係好多人有,祝大家及自己好運。<br /><br />對不起,以下上面問過,但為免沉沒,故再問<br /><br />偉哥對九號有無最新睇法?(純好奇,其實無打算入)<br /><br /><br />歲寶ipo無乜人抽,打算睇埋先再處決隻758(小弟原先看法是炒同類),想請教下偉哥當時買有無目標價?mimerhttp://(選用)noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-37303169631576615302010-11-16T22:57:45.393+08:002010-11-16T22:57:45.393+08:00不是黑心,真希望1230可以再跌多10%,那就可以加大注碼及選為十大持股成員之一.不是黑心,真希望1230可以再跌多10%,那就可以加大注碼及選為十大持股成員之一.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-19049507869827800572010-11-16T22:47:05.063+08:002010-11-16T22:47:05.063+08:00隻好孩子上市被我回想返『中冶』時.申請ipo萬人空巷期望大.豈是出閘大脫腳全無一段有競力,因我也有1...隻好孩子上市被我回想返『中冶』時.申請ipo萬人空巷期望大.豈是出閘大脫腳全無一段有競力,因我也有1手ipo見返水面難也Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-27139719227993492602010-11-16T21:48:15.194+08:002010-11-16T21:48:15.194+08:001230太多人座艇了
比起ipo價係負22.86%
簡直係攞晒獎1230太多人座艇了<br />比起ipo價係負22.86%<br />簡直係攞晒獎ray whttp://(選用)noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-23679701984871937992010-11-16T21:18:37.561+08:002010-11-16T21:18:37.561+08:00偉哥, want to ask if you have studied 268 金蝶國際 befor...偉哥, want to ask if you have studied 268 金蝶國際 before.<br /><br />Thanks. BillAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-60290525654558460222010-11-16T20:44:07.655+08:002010-11-16T20:44:07.655+08:00CNF
看好你的現金,保持耐心,希望就在不遠處等著我們。CNF<br />看好你的現金,保持耐心,希望就在不遠處等著我們。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-54929689702735936552010-11-16T20:13:05.679+08:002010-11-16T20:13:05.679+08:00China Fan (CNF)
真是有這麼多關心1230的意見 ?
"自己無做功課, 對隻...China Fan (CNF)<br />真是有這麼多關心1230的意見 ?<br />"自己無做功課, 對隻股完全無認識.” 一語道破。無人大叫賠錢,算是不幸中大幸。<br /><br />近日政府打擊炒樓決心 / 言論實屬少見 , 曾俊華特別提醒市民切勿跟風入市。今次樓市不冧,不買貨。<br />等等 !就快到21000-22000Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-58283111743419985142010-11-16T19:56:53.916+08:002010-11-16T19:56:53.916+08:001230的持股量分配不知對否?
DIRECTOR ZHANG LIDIAN & FAMIL...1230的持股量分配不知對否?<br /><br />DIRECTOR ZHANG LIDIAN & FAMILY 52.190 %<br /><br />CARLYLE ASIA 24.390 %<br /><br />中央結算系統參與者總持股量 21.12%<br /><br />持ipo小股東 2.3%<br /><br />合共100%<br /><br />中央結算系統參與者總持股量<br />香港上海匯豐銀行 9.48%<br />高盛(亞洲) 2.88%<br />UBS SECURITIES HONG KONG LTD 2.26%<br />花旗銀行 0.85%<br /><br />今日收市後1230每一個价位的賣盤都是很少股數是否証明賣股票街貨已少.只要大户不再玩跌收貨.股價再下跌幅度不再大<br /><br />理解對嗎 shingAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-8143952484820701952010-11-16T19:36:45.462+08:002010-11-16T19:36:45.462+08:00嘩,幾個小時沒有看留言,原來有這麼多關於1230的意見。自己夜晚會另文談談此股,恕不逐一回覆。嘩,幾個小時沒有看留言,原來有這麼多關於1230的意見。自己夜晚會另文談談此股,恕不逐一回覆。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-6760436556122254162010-11-16T18:56:30.616+08:002010-11-16T18:56:30.616+08:00以293盈喜報告,預期2010年盈利至少125億元計算,每股盈利$3.178,現PE=7.2.
但今...以293盈喜報告,預期2010年盈利至少125億元計算,每股盈利$3.178,現PE=7.2.<br />但今年很大陪份的盈利直接&間接係由世博和特殊收益而來,明年恐怕無以為繼.<br />GCAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-54208571522453111482010-11-16T17:39:18.302+08:002010-11-16T17:39:18.302+08:002319業務廣泛好多,性質同1230有d唔同
1717 同 1007 的確如JB所講
SIZE ...2319業務廣泛好多,性質同1230有d唔同<br /><br />1717 同 1007 的確如JB所講<br /><br />SIZE 同 1230差太遠,兩隻加埋都唔夠1230大<br /><br />YANAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-26887424946182156952010-11-16T17:16:16.115+08:002010-11-16T17:16:16.115+08:00要賣走好快啲賣
而家個價以每股預期11每股賺0.2hkd
2011p/e=16.2
一隻正正常常內需...要賣走好快啲賣<br />而家個價以每股預期11每股賺0.2hkd<br />2011p/e=16.2<br />一隻正正常常內需股過20倍都算估值平<br />Even pe=20. Price=4<br />pe=30 price=6<br />Pe25-30 已經係acceptable 既range la<br />你睇下出面啲龍頭食品內需股好多都 pe=30 up<br />2319落後左咁耐都仲有成27pe<br /><br />當然你地可以話1717同1007咪仲平<br />但要留意尼兩隻既規模同市佔對相對雅士利差幾皮<br />另外尼兩隻有谷大盤數上市之嫌<br /><br />JbAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-46611267229307994282010-11-16T17:05:32.861+08:002010-11-16T17:05:32.861+08:001230越跌越急, 呢到有人開始腳震.
因為當初只係跟風買N0,
自己無做功課, 對隻股完全無認識...1230越跌越急, 呢到有人開始腳震.<br />因為當初只係跟風買N0, <br />自己無做功課, 對隻股完全無認識.<br />以為今日買, 後日升廿個巴仙,<br />"多謝呀偉哥, 你真係生神仙呀...." 哈哈.<br />結果係跌廿個巴仙...<br />不過歷史話比我地知, <br />當呢類人都沽貨離場之時,<br />就係谷底反彈之日.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-24592077657536997252010-11-16T16:48:01.813+08:002010-11-16T16:48:01.813+08:00如果氣氛轉好,升番一輪,1230業績差過預期都唔會跌至而家呢個價位掛
yan如果氣氛轉好,升番一輪,1230業績差過預期都唔會跌至而家呢個價位掛<br /><br />yanAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-66190596291171443852010-11-16T16:46:12.674+08:002010-11-16T16:46:12.674+08:00如果招股書預期真係差得太遠,該保薦人除了無面外,留下差勁印象亦叫下一次難以獲基金信任,始終唔係一件好...如果招股書預期真係差得太遠,該保薦人除了無面外,留下差勁印象亦叫下一次難以獲基金信任,始終唔係一件好事。我不太擔心現價此股的downside,不貪心的話5-10%一定無問題.不過如fung說一樣,可能要等等...TyAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-20120596998313498902010-11-16T16:24:52.550+08:002010-11-16T16:24:52.550+08:00偉哥講過1230是要等的, 到個價穩定幾日我都會入一注, 有貨者做好風險管理就唔怕啦
唯一擔心係佢...偉哥講過1230是要等的, 到個價穩定幾日我都會入一注, 有貨者做好風險管理就唔怕啦<br /><br />唯一擔心係佢業績差過招股書預期<br />fungAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-62544157689526038992010-11-16T16:22:26.242+08:002010-11-16T16:22:26.242+08:001230真係幾顛下
只跌不升
今年半新股真係耀才同佢有得揮1230真係幾顛下<br /><br />只跌不升<br /><br />今年半新股真係耀才同佢有得揮Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-82312040449385755322010-11-16T16:17:44.792+08:002010-11-16T16:17:44.792+08:00樓上放心啦,
1230大震倉, 到殺盡你地班初哥之後,
自然會升. 放心.
-----------...樓上放心啦, <br />1230大震倉, 到殺盡你地班初哥之後,<br />自然會升. 放心.<br />-----------------------------<br />x2 哈哈,我地有賺錢全靠佢地架!<br /><br />S.L.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-59759421155664994792010-11-16T16:17:12.059+08:002010-11-16T16:17:12.059+08:00其實我今日先買1230咋!簡單計算,現價2011年預測P/E約是16.25,對於作為一隻純正的內需股...其實我今日先買1230咋!簡單計算,現價2011年預測P/E約是16.25,對於作為一隻純正的內需股及唯一香港上市的國內奶粉股而言,我覺得買落係適服o既.(只要不是短炒)...TyAnonymousnoreply@blogger.com