tag:blogger.com,1999:blog-3301536840960275863.post2487513252443965045..comments2024-03-24T23:08:33.909+08:00Comments on 偉哥投資手札: 尋找值博率高的沽空 - 入門篇偉哥http://www.blogger.com/profile/08277235755471085935noreply@blogger.comBlogger194125tag:blogger.com,1999:blog-3301536840960275863.post-10173682698840595242017-07-26T17:37:03.843+08:002017-07-26T17:37:03.843+08:00要從沽空獲利確實是比買入正股更加高難度。要從沽空獲利確實是比買入正股更加高難度。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-17937496774113635452017-07-26T17:35:20.470+08:002017-07-26T17:35:20.470+08:00謝謝意見。
確實沽空的動機往往是因為某些股票脫離了自己覺得的合理估值範圍, 但偏偏牛市時,很多股票...謝謝意見。<br /><br />確實沽空的動機往往是因為某些股票脫離了自己覺得的合理估值範圍, 但偏偏牛市時,很多股票的估值有機會在短時間內去到一個高到難以置信的水平,如果過早沽空了的話,很多時候只能選擇先行止蝕離場。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-66930584205946888592017-07-26T16:58:32.876+08:002017-07-26T16:58:32.876+08:00偉哥您好! 看您的blog已經有一年的時間, 您的推理嚴整, 對剛開始研究港股市場的海外投資人(fr...偉哥您好! 看您的blog已經有一年的時間, 您的推理嚴整, 對剛開始研究港股市場的海外投資人(from台灣), 受益很多!<br />之前一年剛好也研究了沽空, 除了您提到的幾個特點, 我還有一個發現:<br /><br />正股買入是一個長期的遊戲, 時間越長通常, 對正確的判斷越有利. 而沽空是一個短期的遊戲, <br />主要原因是在過程中可能要被強制實現虧損. 因為超買或超高估值公司, 通常有背後操縱者或強烈的貪婪情緒, 因此短期間, 股價可能再上漲30-100%, 強迫實現虧損的投資人, 因而損失了本金.<br />偏偏價值投資者都是保守的投資者, 對我們而言高估值的公司, 可能還能再更高<br /><br />長期而言, 理智沽空者, 非常可能是對的, 比如恆大, 五年後恆大可能連面值都沒有, 但短期間因為制度上有強制回補保證金, 此遊戲對長線價值投資者, 非常困難.<br />供您參考, 一點點回饋的心意, 預祝投資順利!Anonymoushttps://www.blogger.com/profile/00327881703754716210noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-5108443807616011382017-06-26T21:13:39.606+08:002017-06-26T21:13:39.606+08:00最近見到一通話就有得玩埋沽空最近見到一通話就有得玩埋沽空pguaguahttps://www.blogger.com/profile/00458324376057587352noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-84678402776520405282017-03-29T16:24:12.545+08:002017-03-29T16:24:12.545+08:00香港債券市場要係專業投資者先買得? 所言差矣. 任何人都買得.
債券?最低八佰萬入場! 吓, 你畀...香港債券市場要係專業投資者先買得? 所言差矣. 任何人都買得.<br /><br />債券?最低八佰萬入場! 吓, 你畀我八佰萬, 我幫你買.<br /><br />好彩你上來問. 畀個CMU你<br /><br />https://www.cmu.org.hk/cmupbb_ws/chi/page/wmp0100/wmp010001.aspx<br /><br />自己慢慢睇, 啱就買....Monáehttps://www.blogger.com/profile/17597227439034667722noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-24519463327496562242017-03-29T15:56:05.171+08:002017-03-29T15:56:05.171+08:00這個國內網站真幫到手
慧聰網(02280) 上調目標價8.5港元...咋這個國內網站真幫到手<br /><br />慧聰網(02280) 上調目標價8.5港元...咋Monáehttps://www.blogger.com/profile/17597227439034667722noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-6935210682834432322017-03-29T15:09:50.102+08:002017-03-29T15:09:50.102+08:00各位師兄,想請問點解1685虧了咁多錢,仲可以派特別息嘅?各位師兄,想請問點解1685虧了咁多錢,仲可以派特別息嘅?Anonymoushttps://www.blogger.com/profile/12223800733143867342noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-7238113423318124522017-03-29T11:52:11.509+08:002017-03-29T11:52:11.509+08:00依隻佢真係一直都有依隻佢真係一直都有redponzahttps://www.blogger.com/profile/12482736417233080153noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-65787474784470754522017-03-29T10:24:44.558+08:002017-03-29T10:24:44.558+08:00建滔化工半億增持國泰 至逾6%
http://news.mingpao.com/pns/daily...建滔化工半億增持國泰 至逾6%<br /><br />http://news.mingpao.com/pns/dailynews/web_tc/article/20170329/s00004/1490724437066<br /><br />建滔化工主席張國榮在業績會上,就建滔近期購入國泰航空曾經回應指,掃貨純粹覺得「抵買」;早前曾經與國泰管理層會面,覺得公司發展前景良好,並曾說會想辦法說服國泰管理層放棄對冲。Louis YK Luihttps://www.blogger.com/profile/10357030417031543999noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-47004424835154785382017-03-29T09:45:19.223+08:002017-03-29T09:45:19.223+08:00係香港債券市場要係專業投資者先買得,如何介定為專業投資者(PI)?你要係恆生擺8舊水先可以定義為PI...係香港債券市場要係專業投資者先買得,如何介定為專業投資者(PI)?你要係恆生擺8舊水先可以定義為PI,基金形式係你透過基金去hold住一籃子組合,但債券你係發行個間公司or政府既債權人。所以是完全不同的。無知的股民https://www.blogger.com/profile/12748967273914083554noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-56489975558424523802017-03-29T09:23:42.885+08:002017-03-29T09:23:42.885+08:00預期中, 穩步發展。預期中, 穩步發展。股渣渣https://www.blogger.com/profile/12318094768975737970noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-26352923447600913072017-03-29T08:48:20.243+08:002017-03-29T08:48:20.243+08:00should be delay 2 days.should be delay 2 days.yauhttps://www.blogger.com/profile/04097655301180576120noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-11681105493651551192017-03-29T08:13:10.582+08:002017-03-29T08:13:10.582+08:00呢份FS算好易睇。主業改善因為毛利率提升,下半年冇咩差到,下半年業績差左主要都係個exchange ...呢份FS算好易睇。主業改善因為毛利率提升,下半年冇咩差到,下半年業績差左主要都係個exchange loss 同impairment on PPEKayhttps://www.blogger.com/profile/13415632981879549363noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-3498175058686077452017-03-29T07:58:55.206+08:002017-03-29T07:58:55.206+08:00感謝分享感謝分享tunghttps://www.blogger.com/profile/13432984284741603103noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-64888855070746073802017-03-29T07:56:33.211+08:002017-03-29T07:56:33.211+08:00厲害厲害tunghttps://www.blogger.com/profile/13432984284741603103noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-69709224337914849772017-03-29T07:53:11.929+08:002017-03-29T07:53:11.929+08:00上年年中開始係咁的了上年年中開始係咁的了tunghttps://www.blogger.com/profile/13432984284741603103noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-60484476564405653172017-03-29T07:30:58.042+08:002017-03-29T07:30:58.042+08:00偉哥 想請教一下 8188昨天咁大成交量 但查ccass 竟然冇乜變動 這是為什麼呢偉哥 想請教一下 8188昨天咁大成交量 但查ccass 竟然冇乜變動 這是為什麼呢Royhttps://www.blogger.com/profile/16580008385919486398noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-25569283894343621282017-03-29T02:03:20.809+08:002017-03-29T02:03:20.809+08:00請教下各位,痕身理財揾我家姐,叫佢買中至低風險基金,隻隻最低一佰萬入場。
我家姐問佢債券,佢話最低八...請教下各位,痕身理財揾我家姐,叫佢買中至低風險基金,隻隻最低一佰萬入場。<br />我家姐問佢債券,佢話最低八佰萬入場。其實基金同債券入場費係唔係咁上下?Donald Leehttps://www.blogger.com/profile/15791175799478634989noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-62680070568605610152017-03-29T01:33:41.916+08:002017-03-29T01:33:41.916+08:00偉哥, 你點睇285份業績?
(個人的結論:比大行預期好小小, 現時要睇大行今年會唔會調高估值, 否...偉哥, 你點睇285份業績?<br />(個人的結論:比大行預期好小小, 現時要睇大行今年會唔會調高估值, 否則現價應該已冇再升空間, 或者遲d再睇下samsung新機有冇驚喜)pw wonghttps://www.blogger.com/profile/04733082166635435004noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-83393811096523369452017-03-29T01:25:05.805+08:002017-03-29T01:25:05.805+08:00如果按偉哥之前思路,可否這樣理解:459下一步可能把主業賣給1200,考慮到大股東在459的持股比例...如果按偉哥之前思路,可否這樣理解:459下一步可能把主業賣給1200,考慮到大股東在459的持股比例大於在1200的持股比例,所以這個作價越高對大股東越有利,所以這期459業績靚麗符合這個做高價賣業務的猜想。而當下459只是收購了物業,並沒有什麼派特別息的表面理由。如果要派特別息,應該等賣出主業給1200之後,才名正言順,然後再下一步才考慮賣盤。不知道這樣講是否成立?bluebloodhttps://www.blogger.com/profile/09350689679187432892noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-8404159762820778892017-03-29T01:12:23.633+08:002017-03-29T01:12:23.633+08:00講真下半年業績好差,但派息意料之外的慷慨,這樣還是能支持住股價。講真下半年業績好差,但派息意料之外的慷慨,這樣還是能支持住股價。bluebloodhttps://www.blogger.com/profile/09350689679187432892noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-29769489971824670862017-03-29T00:53:56.165+08:002017-03-29T00:53:56.165+08:00是匯兌虧損與物業減值嗎?是匯兌虧損與物業減值嗎?Matthttps://www.blogger.com/profile/08457997964063016986noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-12436906583539989502017-03-29T00:50:56.494+08:002017-03-29T00:50:56.494+08:00偉哥想講這一項?
持有待售之非流動資產 3,091偉哥想講這一項?<br /><br />持有待售之非流動資產 3,091WYhttps://www.blogger.com/profile/13870599600499024425noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-21976254610141812152017-03-29T00:48:52.123+08:002017-03-29T00:48:52.123+08:00Is it because of interim other gain USD506k which ...Is it because of interim other gain USD506k which becomes annual other loss -USD4,090k? But how should we assess the real impact of this other loss? Can we say it is non-recurring in the future?Tiff Lihttps://www.blogger.com/profile/17008753574782769057noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-87752603295925414722017-03-29T00:12:24.634+08:002017-03-29T00:12:24.634+08:00今晚抽空和來港出席業績發佈會的國內朋友食飯, 剛回家, 有排睇業績。今晚抽空和來港出席業績發佈會的國內朋友食飯, 剛回家, 有排睇業績。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.com