tag:blogger.com,1999:blog-3301536840960275863.post3960920391259912904..comments2024-03-24T23:08:33.909+08:00Comments on 偉哥投資手札: 業績短評(一) - 匯星印刷(01127)、恒天立信(00641) (已更新)偉哥http://www.blogger.com/profile/08277235755471085935noreply@blogger.comBlogger292125tag:blogger.com,1999:blog-3301536840960275863.post-4074597681511876952014-08-25T02:34:39.709+08:002014-08-25T02:34:39.709+08:00有留意近排的賣殼,不過現價自己興趣不大。有留意近排的賣殼,不過現價自己興趣不大。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-31782824298373703792014-08-25T02:32:54.849+08:002014-08-25T02:32:54.849+08:00此股沒有留意,無法評論。此股沒有留意,無法評論。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-50793150769118592002014-08-25T02:32:17.513+08:002014-08-25T02:32:17.513+08:00賣殼的機會稍為下降,我會等完成出售資產後再算。賣殼的機會稍為下降,我會等完成出售資產後再算。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-50675442860334813342014-08-24T11:21:24.000+08:002014-08-24T11:21:24.000+08:00等hk$3.9入等hk$3.9入涼粉https://www.blogger.com/profile/08804475406586005540noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-12297513434329020802014-08-23T23:28:26.596+08:002014-08-23T23:28:26.596+08:00偉哥, 1225 二代接班人出現了~~ 是否意味賣盘賣壳的機率大大下降了呢? 偉哥有何看法呢!...偉哥, 1225 二代接班人出現了~~ 是否意味賣盘賣壳的機率大大下降了呢? 偉哥有何看法呢!!<br /> <br /><br />22/08/2014 19:02 01225 隆成集团 公告及通告 - [更换董事或重要行政职能或职责的变更]更换执行董事(180KB, PDF) http://www.hkexnews.hk/listedco/listconews/sehk/2014/0822/LTN20140822611_C.pdf<br /><br />Anonymoushttps://www.blogger.com/profile/01952665561139991058noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-34299304901430131782014-08-23T18:45:53.126+08:002014-08-23T18:45:53.126+08:003399業績唔叫特別,本業增長一般,靠的只是補貼及資產出售。
不過,相對於管理層於末來所能釋放的潛...3399業績唔叫特別,本業增長一般,靠的只是補貼及資產出售。<br /><br />不過,相對於管理層於末來所能釋放的潛力及NAV,現價亦不算貴,或許下一輪再炒國企改革,佢會受惠。但短期大升動力可能不大,跌至$4左右自己會加注,睇中線。Knownhttps://www.blogger.com/profile/02104665978538298021noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-71806974078446581952014-08-23T15:01:24.424+08:002014-08-23T15:01:24.424+08:001225主席個仔取代主席老婆做執董
睇個勢似係接班
唔知會做番本行定轉形1225主席個仔取代主席老婆做執董<br />睇個勢似係接班<br />唔知會做番本行定轉形hongkongerhttps://www.blogger.com/profile/11029814317224490571noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-46004011135050133162014-08-23T13:06:15.894+08:002014-08-23T13:06:15.894+08:00問題我已解決. 問題我已解決. Rubyhttps://www.blogger.com/profile/11555295112645824434noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-44928598271322427352014-08-23T12:03:13.756+08:002014-08-23T12:03:13.756+08:00請問偉哥點睇653?
營業額微增,但行政開支及經營開支大增 (早前購入荃灣物業的開支?)請問偉哥點睇653?<br />營業額微增,但行政開支及經營開支大增 (早前購入荃灣物業的開支?)improvhttps://www.blogger.com/profile/09053326803364296559noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-25104731112445265692014-08-23T10:35:50.609+08:002014-08-23T10:35:50.609+08:00对于3399个人认为现在是起步,根据之前炒几个中资上市公司的经验,这一波上涨应该是国内的资金在操作,...对于3399个人认为现在是起步,根据之前炒几个中资上市公司的经验,这一波上涨应该是国内的资金在操作,因为该股成交较疏落,所以收集筹码时间漫长,包括今天这一跌也可能是故意打压收货,如果真是这样的操作手法,涨起来可能是不可思议的。如果真是这样,从1.8元起算,涨5到10倍是很正常的。不过也有一个很大的问题就是被太多人盯上了。北望王师https://www.blogger.com/profile/00279040261939820867noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-83692277005590310602014-08-23T01:56:25.967+08:002014-08-23T01:56:25.967+08:00明白了, 謝謝 Danny 的分析.明白了, 謝謝 Danny 的分析.karenhttps://www.blogger.com/profile/02130562780284100482noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-72258566674143722092014-08-23T00:20:36.652+08:002014-08-23T00:20:36.652+08:00上網玩過佢d 會計家園,工作圈,易代帳,其實都幾流下
t+ 系軟件就無從契考
隻野得個沒負債,同支付...上網玩過佢d 會計家園,工作圈,易代帳,其實都幾流下<br />t+ 系軟件就無從契考<br />隻野得個沒負債,同支付服務有d充景865https://www.blogger.com/profile/00458626543638192181noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-78903281273836769902014-08-22T21:42:48.871+08:002014-08-22T21:42:48.871+08:00偉哥,715有無關注!謝谢偉哥,715有無關注!謝谢kkhttps://www.blogger.com/profile/12167644212657620177noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-24228121695187514512014-08-22T20:07:12.899+08:002014-08-22T20:07:12.899+08:00http://www.hkexnews.hk/listedco/listconews/SEHK/20...http://www.hkexnews.hk/listedco/listconews/SEHK/2014/0820/LTN20140820474_C.pdf<br /><br />1588.HK 在8月20日認購額人民幣0.4億元認購華夏銀行結構性存款產品;及人民幣1億元認購天津銀行理財產品。<br /><br />公司把錢不投入業務上,反而投資大約4%左右回報的結構性存款產品。<br />我想應該公司在等待中;<br />(1) 尋找收購相關業務的公司<br />(2) 投資的CSP:“雲服務平台”(Cloud Service Platform)在等待政策出現<br /><br />以上只是當初在招股時講集資所得款項用途當中推測的,請自行判斷。<br />StaRhttps://www.blogger.com/profile/08046758624360658704noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-16264750648139665292014-08-22T18:18:51.562+08:002014-08-22T18:18:51.562+08:00http://sdinotice.hkex.com.hk/di/NSAllFormList.aspx...http://sdinotice.hkex.com.hk/di/NSAllFormList.aspx?sa2=an&sid=50000941&corpn=Chanjet+Information+Technology+Co.+Ltd.+-+H+Shares&sd=20/06/2014&ed=21/08/2014&sa1=cl&scsd=22%2f08%2f2013&sced=22%2f08%2f2014&sc=1588&src=MAIN&lang=ZH&<br />各位手足,我睇唔透1588<br />甘多大戶入晒貨<br />點解隻野都沒乜表現865https://www.blogger.com/profile/00458626543638192181noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-20606503718069322092014-08-22T16:53:50.467+08:002014-08-22T16:53:50.467+08:002342 ....回應尖尾貓,karen2342 ....回應尖尾貓,karendanny136036@gmail.comhttps://www.blogger.com/profile/06988750875075111346noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-76542442475972034412014-08-22T16:49:05.677+08:002014-08-22T16:49:05.677+08:00個人睇法,暫時係否極泰來......細細隻有得炒下,......相信唔會大回頭......小回反為要...個人睇法,暫時係否極泰來......細細隻有得炒下,......相信唔會大回頭......小回反為要考慮加小小貨.<br />希望今回合有基金追入了貨便可保呀三上望呀四一路進發..其實佢好耐都冇大炒過.<br />雖然上面蟹貨其多,但短期要走都留番的貨底,現身在低位剛再起步,唔會見光即死...<br />日后真係大牛市來唔理好醜之時,點都會執番的....<br />尖尾貓,karen ....<br />今日佢既走勢給我加了一點美好的想像空間.希望結局是完美吧!<br />好簡單...你睇下佢咁細隻都有2.08億成交.....隻中移動都係16.31億...去比較下今日成交量..<br />.......你話的錢是否小散的血汗錢?有冇咁勇去高位搶貨.<br />見微知著,呢回強人金屋藏住呀三都不會是短暫吧!因此.唔好咁易被佢震走獨享呀嬌,咁諗法你話我係咪隨口噏呢?danny136036@gmail.comhttps://www.blogger.com/profile/06988750875075111346noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-40644908207553056772014-08-22T16:21:27.606+08:002014-08-22T16:21:27.606+08:00營業額升6成7, 溢利升5成, 應收款只升4成, 我覺得無問題, 反而是應收帳比率下降. 營業額升6成7, 溢利升5成, 應收款只升4成, 我覺得無問題, 反而是應收帳比率下降. Rubyhttps://www.blogger.com/profile/11555295112645824434noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-81017163889954192732014-08-22T16:02:31.790+08:002014-08-22T16:02:31.790+08:00偉哥點睇now 對3399 既評語
【now財經台】粵運交通(03399)中午派發中期成績表,截至6...偉哥點睇now 對3399 既評語<br />【now財經台】粵運交通(03399)中午派發中期成績表,截至6月底止半年,股東應佔溢利逾億元人民幣,按年增長逾五成一,不派息。粵運股價午後顯著下滑,一度重挫近7%,股價低見4.28元,業績明顯見光死。<br /><br />雖然集團名稱中有交通兩個字,但上半年主要收入來源反而是材料物流業務,即負責供應鋼材、瀝青及水泥等物料,現時佔整體收入比重高達65%,但這項業務毛利率僅3%,導致拖低整體表現。<br /><br />至於毛利率高達23%的汽車運輸及配套服務,過去半年分部收入比例由40%降至26%。<br /><br />值得注意的是,集團應收帳及其他應收款大增40%至逾13億元人民幣,相等於營業額近三成,絕對不容忽視。<br /><br />Anonymoushttps://www.blogger.com/profile/07166543297489098091noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-61757833394108013732014-08-22T15:24:51.073+08:002014-08-22T15:24:51.073+08:00如果話淨利潤將較去年同期不低於50%的增長,多數係51%-59%
你睇返13年全年業績係寫不低於80...如果話淨利潤將較去年同期不低於50%的增長,多數係51%-59%<br />你睇返13年全年業績係寫不低於80%的增長<br />而且係半年業績前小小既日子出既盈喜,基本盤數已經計得好實下,所以盈喜唔會差太遠Anonymoushttps://www.blogger.com/profile/14360027858338910332noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-18376016973483287692014-08-22T15:02:37.135+08:002014-08-22T15:02:37.135+08:003399前兩日沖上時成交量共9m股,今日預計最多3m股, 應該仍有一定的支持。
我今日掛沽的位太高,...3399前兩日沖上時成交量共9m股,今日預計最多3m股, 應該仍有一定的支持。<br />我今日掛沽的位太高,下午想買的位又太低,真的要多向偉哥及Danny學習學習paradoxhttps://www.blogger.com/profile/10606265391437871030noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-62494059225577672922014-08-22T15:02:08.928+08:002014-08-22T15:02:08.928+08:00Danny, 我都入左1注 @2.52 希望除息后可以繼續升啦.Danny, 我都入左1注 @2.52 希望除息后可以繼續升啦.karenhttps://www.blogger.com/profile/09674459586028998696noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-2479528523322172462014-08-22T15:01:57.831+08:002014-08-22T15:01:57.831+08:00發盈喜當日已證實佢Turnaround,今日裂口抽上,搏佢好消息出貨,排$2.93出部份,估唔到抽穿...發盈喜當日已證實佢Turnaround,今日裂口抽上,搏佢好消息出貨,排$2.93出部份,估唔到抽穿$3,沽得太早。<br /><br />現價拋離左條10天線,望住條10天線再定去留。<br /><br />52Hertzhttps://www.blogger.com/profile/18189594828415406517noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-14618801901141404002014-08-22T14:46:41.216+08:002014-08-22T14:46:41.216+08:002342 終於做番呀三啦.....除息前應該企得穏,若除息后唔落番去做呀二,向北走一程之時矣,,,,...2342 終於做番呀三啦.....除息前應該企得穏,若除息后唔落番去做呀二,向北走一程之時矣,,,,,且看danny136036@gmail.comhttps://www.blogger.com/profile/06988750875075111346noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-31284237336967072722014-08-22T14:44:19.975+08:002014-08-22T14:44:19.975+08:00下星期放大假,今日好忙,晚上先寫多少少我的看法。下星期放大假,今日好忙,晚上先寫多少少我的看法。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.com