tag:blogger.com,1999:blog-3301536840960275863.post5325789358465281735..comments2024-03-24T23:08:33.909+08:00Comments on 偉哥投資手札: 那些年一起買的股票 -- 佐丹奴國際 (00709)偉哥http://www.blogger.com/profile/08277235755471085935noreply@blogger.comBlogger196125tag:blogger.com,1999:blog-3301536840960275863.post-71590403107514283042014-02-19T00:20:05.555+08:002014-02-19T00:20:05.555+08:001170除非零售業務轉虧為盈或放棄零售業務,不然的話會拖低整體業績及估值。
目前而言,估值算合理,...1170除非零售業務轉虧為盈或放棄零售業務,不然的話會拖低整體業績及估值。<br /><br />目前而言,估值算合理,看不到很大的折讓。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-89609805202514515592014-02-18T21:54:51.404+08:002014-02-18T21:54:51.404+08:00打四次空炮,爽啦.HAHA打四次空炮,爽啦.HAHAAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-68869423289911019852014-02-18T20:35:49.914+08:002014-02-18T20:35:49.914+08:00明白, 上次用4個戶口抽#2080 Magnum, 結果不見了400元手續費明白, 上次用4個戶口抽#2080 Magnum, 結果不見了400元手續費almondcakehttps://www.blogger.com/profile/16217883781788807352noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-44355179303982542662014-02-18T19:34:16.343+08:002014-02-18T19:34:16.343+08:00偉哥:
看多前二期報表,盈利增長46%,無盈喜,估計盈利至少多60%(靠估),每股0.116-0.1...偉哥:<br />看多前二期報表,盈利增長46%,無盈喜,估計盈利至少多60%(靠估),每股0.116-0.125間,減特殊盈利0.03,0.086-0.095,數據吻合。現金股...<br />另如何看1170Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-13551499088541408922014-02-18T18:43:03.964+08:002014-02-18T18:43:03.964+08:00如果這樣的話,450今年的核心盈利應該有每股9仙,每股派息可能有8仙,估值還算合理。如果這樣的話,450今年的核心盈利應該有每股9仙,每股派息可能有8仙,估值還算合理。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-40980985918997039122014-02-18T18:35:25.292+08:002014-02-18T18:35:25.292+08:00是的,集資額細、超購勁,即使用幾十萬元去抽可能都只是中1、2手,倒不如集中資金抽下隻概念股。是的,集資額細、超購勁,即使用幾十萬元去抽可能都只是中1、2手,倒不如集中資金抽下隻概念股。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-80154008876478413102014-02-18T17:42:40.437+08:002014-02-18T17:42:40.437+08:00WEI GE,數可按下面算:
2012年9個月(4-12月)結$0.06,1-3月0.013,總$0...WEI GE,數可按下面算:<br />2012年9個月(4-12月)結$0.06,1-3月0.013,總$0.073,現金3.4億,(已減1.98億銀行貸款),9億股,每股現金$0.38,(應收/應付可對頂),1.20-0.38=$0.82,<br />2013半年結$0.017,6-12月旺季,0.06,特殊盈利2500萬,聯營少虧800萬,0.035,打九折,$0.10,表面P/E 12,實際8.2,派0.05-0.06,加中期6厘息,對?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-4386886656632002182014-02-18T17:34:57.456+08:002014-02-18T17:34:57.456+08:00我常試回答, 因集資額太少, 申請超額倍數太多, 所以很難才分到一手. 如之前的#2080 Magn...我常試回答, 因集資額太少, 申請超額倍數太多, 所以很難才分到一手. 如之前的#2080 Magnum, 要2佰多萬才能穩獲一手. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-12852954001912475602014-02-18T16:15:57.278+08:002014-02-18T16:15:57.278+08:00請問偉哥 , "已超額太多,自己覺得值博率已大跌", 是否因為太多人申請, 分到...請問偉哥 , "已超額太多,自己覺得值博率已大跌", 是否因為太多人申請, 分到的貨會太少, 手續費也賺不回?almondcakehttps://www.blogger.com/profile/16217883781788807352noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-13395327287152247082014-02-18T14:03:30.800+08:002014-02-18T14:03:30.800+08:001884 大爆發~1884 大爆發~Zetahttps://www.blogger.com/profile/00139039904196906362noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-5181052367836392902014-02-18T12:39:30.142+08:002014-02-18T12:39:30.142+08:00我也沽清了 @ $3.52
水位有限,保留現金買其他便宜貨我也沽清了 @ $3.52<br />水位有限,保留現金買其他便宜貨Yeunghttps://www.blogger.com/profile/01080520264327940382noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-22433401304092262962014-02-18T12:37:17.559+08:002014-02-18T12:37:17.559+08:00其它併購都走晒,只餘下這兩隻,因為比較有信心.剛入左27 $80.5回收的熊仔,本想入OPTION的...其它併購都走晒,只餘下這兩隻,因為比較有信心.剛入左27 $80.5回收的熊仔,本想入OPTION的,但怕佢磨時間值Zetahttps://www.blogger.com/profile/00139039904196906362noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-76967255930301023662014-02-18T12:28:25.128+08:002014-02-18T12:28:25.128+08:00多謝偉哥分享.
以954的穩定性,競爭力和產品的用途. 我覺得市場長期低估954的.
加上954未來...多謝偉哥分享.<br />以954的穩定性,競爭力和產品的用途. 我覺得市場長期低估954的.<br />加上954未來還有發展的空間,及今天的成交量,所以我看得比較樂觀.<br /><br /><br />ironforgehttps://www.blogger.com/profile/05128028312067401036noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-57044171361051991262014-02-18T12:18:04.464+08:002014-02-18T12:18:04.464+08:00近年殼王系的股份派息比較豪爽,我自己估計可能與殼王是借錢買tvb股份,故需要通過持股的上市公司派發股...近年殼王系的股份派息比較豪爽,我自己估計可能與殼王是借錢買tvb股份,故需要通過持股的上市公司派發股份來籌錢減債,加上1189以前也試過賣資產後派特別息,故這次我估計1189也會派特別息。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-62655036251009048422014-02-18T12:15:51.394+08:002014-02-18T12:15:51.394+08:00但願如此。
我仲有485及557,485應該月底前會復牌,但557完全沒有消息。但願如此。<br /><br />我仲有485及557,485應該月底前會復牌,但557完全沒有消息。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-378683790235636502014-02-18T12:13:38.310+08:002014-02-18T12:13:38.310+08:00hi ironforge, 你的估算比我稍進取。hi ironforge, 你的估算比我稍進取。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-1800818681498751492014-02-18T12:08:12.831+08:002014-02-18T12:08:12.831+08:00轉主板前已經有買,不過當時高位賣了,因為這股的業績比較平穩,又有基金減持
沒想過會出盈喜, 現在業績...轉主板前已經有買,不過當時高位賣了,因為這股的業績比較平穩,又有基金減持<br />沒想過會出盈喜, 現在業績明朗, 買入的勝算就比較高了.<br />ironforgehttps://www.blogger.com/profile/05128028312067401036noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-62267241406176573892014-02-18T11:59:26.068+08:002014-02-18T11:59:26.068+08:00還是增持?還是增持?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-61357380658660187542014-02-18T11:57:39.691+08:002014-02-18T11:57:39.691+08:00ironforge兄, 多謝分享. 你今天才買?ironforge兄, 多謝分享. 你今天才買?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-62453572689284522362014-02-18T11:49:15.848+08:002014-02-18T11:49:15.848+08:00本人長期都有留意954, 前身為8208, 公司有專利技術, 即使09年也有錢賺,
954 12年業...本人長期都有留意954, 前身為8208, 公司有專利技術, 即使09年也有錢賺,<br />954 12年業績是rmb9.3仙, 13年上半年是rmb5.5仙<br />全年發盈喜,如果假設增長50%, 全年就有13~14仙rmb.<br />再對比就發現下半年增長強勁..而過往954都是下半年優於上半年.<br />其實954 的營業額年年增長,難得今年毛利率也有增長,<br />所以出來的增幅十非顯著.未來也有一定的增長空間.<br />利申. 今天1.32 及1.37 買入, 就算2元也沒到12倍pe...ironforgehttps://www.blogger.com/profile/05128028312067401036noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-63348435697000771362014-02-18T11:40:06.294+08:002014-02-18T11:40:06.294+08:0023.41萬成交 23.41萬成交 Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-79401768732967338262014-02-18T11:36:09.325+08:002014-02-18T11:36:09.325+08:001884 looks consolidating. Seems start engine soon...1884 looks consolidating. Seems start engine soon. Watch out.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-35017528813306990902014-02-18T11:27:22.095+08:002014-02-18T11:27:22.095+08:00今曰2976走勢不錯,不跟大市跌反略有升褔,希望是真的如所望找到支持位及有資金買進繼而浪子回頭重拾上...今曰2976走勢不錯,不跟大市跌反略有升褔,希望是真的如所望找到支持位及有資金買進繼而浪子回頭重拾上升軌..<br />明天是關鍵的第三天,食粥食飯睇佢啦........danny136036@gmail.comhttps://www.blogger.com/profile/06988750875075111346noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-4251674004885093232014-02-18T11:26:47.893+08:002014-02-18T11:26:47.893+08:00俾偉哥一出手就冇, 我排1.33-1.32都冇 >_<俾偉哥一出手就冇, 我排1.33-1.32都冇 >_<capmohttps://www.blogger.com/profile/15598868270007434955noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-120922052549143002014-02-18T11:23:26.193+08:002014-02-18T11:23:26.193+08:00偉哥, 嘩, 通常高位減持, 但現反增持, 睇嚟我都要增持反啲, 謝謝. 再者, 你對預期業績十分...偉哥, 嘩, 通常高位減持, 但現反增持, 睇嚟我都要增持反啲, 謝謝. 再者, 你對預期業績十分看好, 是嗎?Anonymousnoreply@blogger.com