tag:blogger.com,1999:blog-3301536840960275863.post3103131953004352550..comments2024-02-20T17:06:19.722+08:00Comments on 偉哥投資手札: 八月業績期淘寶 (四) + 汰弱留強偉哥http://www.blogger.com/profile/08277235755471085935noreply@blogger.comBlogger269125tag:blogger.com,1999:blog-3301536840960275863.post-77260090717053111292013-09-27T12:03:49.397+08:002013-09-27T12:03:49.397+08:00用 goggle search ,好多嘢都可以搵到......唔使咁依賴人,自己先做..
唔會浪費各...用 goggle search ,好多嘢都可以搵到......唔使咁依賴人,自己先做..<br />唔會浪費各下好多時間..................<br /><br />竹外桃花三兩枝,春江水暖鴨先知。<br />蔞蒿滿地蘆芽短,正是河豚欲上時。<br /><br />那頭兩句說話的意思是: 綠竹肅疏,掩映着幾樹桃花。一江春水,鸭子首先感到了暖意。 <br /><br />蘇軾的《惠崇春江晚景二首》,後人往往只引这這一首,忘了後面還有四句: <br /><br />兩兩歸鴻欲破群,依依還似北歸人﹔<br />遙知朔漠冬風雪,更待江南半月春。 <br /><br />:1: :1: 〔春江鴨〕的意思,是引用來借喻一些〔先知先覺〕的投資者!danny136036@gmail.comhttps://www.blogger.com/profile/06988750875075111346noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-13112481981797385092013-08-31T14:43:05.715+08:002013-08-31T14:43:05.715+08:00看完篇文,暫時不認為對永嘉有很大影響。adidas並不是以後自行生產,而是將會更倚重設廠在東南亞的O...看完篇文,暫時不認為對永嘉有很大影響。adidas並不是以後自行生產,而是將會更倚重設廠在東南亞的OEMs,以降低成本;而根據3322的中期報告,其已將部份國內廠房搬往越南及柬埔寨,相信都是為了應付客戶需要。<br /><br />其中期報告展望如下:<br />"儘管二零一三年上半年收益及經營溢利驟減,然而,二零一三年下半年前景仍然樂觀。預期二零一四年度國際足協世界盃將為二零一三年最後一季及二零一四年上半年的客戶訂單帶來正面影響。根據截至本報告日期的客戶訂單及客戶購貨預測,預期二零一三年下半年的收益將高於二零一二年同期。預期生產效益亦因生產設施使用率上升而提高。<br /><br />生產設施正由中國大陸遷往越南及柬埔寨。現時,約80%產能仍然位於中國大陸。我們預期最早可於二零一四年年底前,將本集團一半產能遷出中國大陸。"<br />偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-32825992659669507082013-08-30T14:04:27.902+08:002013-08-30T14:04:27.902+08:00謝謝資料,今晚再研究下。謝謝資料,今晚再研究下。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-18745227994363541402013-08-30T12:00:21.197+08:002013-08-30T12:00:21.197+08:00永嘉(3322)有隱憂. Adidas is 80% of the company's r...永嘉(3322)有隱憂. Adidas is 80% of the company's revenue and Adidas is cutting business with its OEMs in China. It is possible that 永嘉 can be the next one. See the article here:<br /><br />http://en.cbf.net.au/Item/57556.aspxAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-22699154242941236972013-08-29T13:32:51.421+08:002013-08-29T13:32:51.421+08:00純粹個人意見,816我自己肯定不會考慮,因為超重債,不乎我買入的準則。
至於6888,中期純利增長...純粹個人意見,816我自己肯定不會考慮,因為超重債,不乎我買入的準則。<br /><br />至於6888,中期純利增長42%至6583萬元,目前市值是32.9億元。除非下半年純利突飛猛進,不然目前預測市盈率約23倍,估值明顯太高。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-11223029791349220102013-08-29T01:20:00.196+08:002013-08-29T01:20:00.196+08:00不論技術走勢,你覺得816和6888而家應該買入嗎?
thanks.不論技術走勢,你覺得816和6888而家應該買入嗎?<br /><br />thanks.Anonymoushttps://www.blogger.com/profile/09205644307029328205noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-8633785338087829302013-08-29T01:07:08.221+08:002013-08-29T01:07:08.221+08:00okay, thanks! okay, thanks! Anonymoushttps://www.blogger.com/profile/09205644307029328205noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-70943247423161609252013-08-28T09:28:38.438+08:002013-08-28T09:28:38.438+08:00我相信你問的是技術走勢上是否值得追入,但我並不擅長於技術分析,故此無法給予意見。我相信你問的是技術走勢上是否值得追入,但我並不擅長於技術分析,故此無法給予意見。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-10755333922273308392013-08-28T01:37:56.429+08:002013-08-28T01:37:56.429+08:00你好偉哥,
816和6888昨天量大升,量比前六天多三倍, 收高,感覺像旱地拔蔥.
而家應該買入...你好偉哥,<br /><br />816和6888昨天量大升,量比前六天多三倍, 收高,感覺像旱地拔蔥.<br /><br />而家應該買入嗎?<br /><br />謝謝Anonymoushttps://www.blogger.com/profile/09205644307029328205noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-41243164985173234692013-08-28T00:58:04.775+08:002013-08-28T00:58:04.775+08:00THX!!THX!!Anonymoushttps://www.blogger.com/profile/10278878113729091982noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-27293741664470183072013-08-28T00:51:56.296+08:002013-08-28T00:51:56.296+08:00玩具股的盈利太波動,故估值一向不會太高,最多只是7-8倍市盈率。
雖然如此,869應該都有上升空間...玩具股的盈利太波動,故估值一向不會太高,最多只是7-8倍市盈率。<br /><br />雖然如此,869應該都有上升空間,但今晚美股跌幅顯著,加上近期業績股大多數都是見光死,故短期升跌難料。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-89405104890044488832013-08-28T00:48:19.677+08:002013-08-28T00:48:19.677+08:00之前網友VC有問過我關於此股的意見,我的看法是此股甚有問題,不是投資之選。
全文你可以找找看6月底...之前網友VC有問過我關於此股的意見,我的看法是此股甚有問題,不是投資之選。<br /><br />全文你可以找找看6月底的留言。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-62506864022502916422013-08-28T00:43:50.720+08:002013-08-28T00:43:50.720+08:00偉哥阻阻你寶貴嘅時間,2078而家應該買入嗎?偉哥阻阻你寶貴嘅時間,2078而家應該買入嗎?Anonymoushttps://www.blogger.com/profile/10278878113729091982noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-67123235239915563612013-08-28T00:18:37.439+08:002013-08-28T00:18:37.439+08:00869都好似OK wor咁多位~
andersen869都好似OK wor咁多位~<br /><br />andersenAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-65592371510148184392013-08-28T00:09:41.947+08:002013-08-28T00:09:41.947+08:00佢話係佢話係Bill CHownoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-72511163326834442392013-08-28T00:03:49.999+08:002013-08-28T00:03:49.999+08:00我問一問佢我問一問佢Bill CHownoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-23467441118892503502013-08-28T00:00:21.104+08:002013-08-28T00:00:21.104+08:00你朋友用匯豐銀行買賣?你朋友用匯豐銀行買賣?偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-89577897444439146362013-08-27T23:45:45.052+08:002013-08-27T23:45:45.052+08:002033我朋友沽完954再ALL IN直掃@0.852033我朋友沽完954再ALL IN直掃@0.85Bill CHownoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-75754088307430623452013-08-27T23:28:23.233+08:002013-08-27T23:28:23.233+08:00表面上是倒退,明早可能有不詳看業績報告的會因此沽貨,所以可以試下排0.8元或以下買入。表面上是倒退,明早可能有不詳看業績報告的會因此沽貨,所以可以試下排0.8元或以下買入。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-62415347128646217482013-08-27T23:26:15.026+08:002013-08-27T23:26:15.026+08:00477業績好好,無貨現價入會唔會有D博?477業績好好,無貨現價入會唔會有D博?YYnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-84707971451632173352013-08-27T20:22:32.269+08:002013-08-27T20:22:32.269+08:00明天加碼1127@0.84明天加碼1127@0.84cknoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-48071835575059586762013-08-27T20:21:05.983+08:002013-08-27T20:21:05.983+08:00Anonymous,是這個嗎?
短线先望1.02元
时计宝于今年2月初挂牌,以1.35元定价...Anonymous,是這個嗎?<br /><br />短线先望1.02元<br /><br /> 时计宝于今年2月初挂牌,以1.35元定价,上市后最高见1.54元,现价仍「潜水」32.6%。时计宝于截至去年12月底止上半年度的纯利升11.6%至1.04亿元,每股盈利6.9仙。假设下半年与上半年持平,现价估值仅为6.6倍,于内需消费股中属偏低水平。时计宝昨以大成交突破横行区顶部,量度升幅起码可见1.02元。于0.88元吸纳,短线先以1.02元为目标,博升一成半。<br />CKnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-66806657883996596082013-08-27T20:08:30.714+08:002013-08-27T20:08:30.714+08:00http://sdinotice.hkex.com.hk/di/NSAllFormList.aspx...http://sdinotice.hkex.com.hk/di/NSAllFormList.aspx?sa2=an&sid=50000660&corpn=1010+Printing+Group+Ltd.&sd=07/09/2012&ed=23/08/2013&sa1=cl&scsd=27%2f08%2f2012&sced=27%2f08%2f2013&sc=1127&src=MAIN&lang=ZH&德仁https://www.blogger.com/profile/15862617581226837066noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-2853670410305220022013-08-27T20:02:41.695+08:002013-08-27T20:02:41.695+08:00偉哥, where do you see it. i only use etnet.偉哥, where do you see it. i only use etnet.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-86767031565313596972013-08-27T19:52:37.304+08:002013-08-27T19:52:37.304+08:00我見你未開市就霸定位,我都怕蝕底,按一粒制快如閃電我見你未開市就霸定位,我都怕蝕底,按一粒制快如閃電德仁https://www.blogger.com/profile/15862617581226837066noreply@blogger.com