tag:blogger.com,1999:blog-3301536840960275863.post5416846263025578977..comments2024-03-24T23:08:33.909+08:00Comments on 偉哥投資手札: 我的持股 (二)偉哥http://www.blogger.com/profile/08277235755471085935noreply@blogger.comBlogger59125tag:blogger.com,1999:blog-3301536840960275863.post-82796338078824159862013-06-27T23:44:30.049+08:002013-06-27T23:44:30.049+08:00我自己都有持有264的我自己都有持有264的Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-38080966787160407202013-06-27T23:39:46.839+08:002013-06-27T23:39:46.839+08:00hi Zeta, 我都覺得是反彈完仍要繼續尋底之旅。
hi 匿名者,有些少擔心426與560的合資...hi Zeta, 我都覺得是反彈完仍要繼續尋底之旅。<br /><br />hi 匿名者,有些少擔心426與560的合資企業第一年都難以提供盈利貢獻,相而前期開支會拖低公司的盈利,故暫時都不敢入重貨,只是小注買入,進可攻退可守。<br /><br />hi ironfoge, 講中左一隻。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-21507200527025910112013-06-27T22:38:18.122+08:002013-06-27T22:38:18.122+08:00我覺得隻股之後又要批股。我覺得隻股之後又要批股。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-74784060972252960382013-06-27T22:27:30.158+08:002013-06-27T22:27:30.158+08:00老火湯,8213點解會話輸到無?你咁講我會好驚架,襯未輸走人老火湯,8213點解會話輸到無?你咁講我會好驚架,襯未輸走人Parsnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-1761120217183870192013-06-27T22:02:36.155+08:002013-06-27T22:02:36.155+08:00偉哥,好耐沒見!下星期中國官方pmi,睇黎都唔多好,有機再跌偉哥,好耐沒見!下星期中國官方pmi,睇黎都唔多好,有機再跌Zetahttps://www.blogger.com/profile/00139039904196906362noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-45062799373003080042013-06-27T21:49:34.122+08:002013-06-27T21:49:34.122+08:008213是輸到無的啦8213是輸到無的啦Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-17366570368009107072013-06-27T18:58:43.059+08:002013-06-27T18:58:43.059+08:00我估第四季差有機會係因為新業務前期開支。明周我幾睇好佢既定位,希望唔會差。一年連專營權我估有二千八至...我估第四季差有機會係因為新業務前期開支。明周我幾睇好佢既定位,希望唔會差。一年連專營權我估有二千八至三千。派息比率我信維持到6成。而家around 10 厘Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-56414282739476687912013-06-27T18:41:28.837+08:002013-06-27T18:41:28.837+08:00現金大過市值, 印象中有3322 同328現金大過市值, 印象中有3322 同328ironforgehttps://www.blogger.com/profile/05128028312067401036noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-87675369770691869852013-06-27T18:29:52.332+08:002013-06-27T18:29:52.332+08:00其實今日738突然升上近52周高位,可能與港大零售國際(1255)招股有關係。
兩隻都是細細隻的鞋...其實今日738突然升上近52周高位,可能與港大零售國際(1255)招股有關係。<br /><br />兩隻都是細細隻的鞋類零售股,業務類似。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-84477981483678312292013-06-27T18:20:56.462+08:002013-06-27T18:20:56.462+08:00Hi 匿名者, 426我有趁股價大跌時入貨。第一次入貨價係0.48,買左之後一兩日曾廣標突然推此股,...Hi 匿名者, 426我有趁股價大跌時入貨。第一次入貨價係0.48,買左之後一兩日曾廣標突然推此股,令股價反彈至0.53、0.54,順勢沽貨獲利。<br /><br />個幾星期前係0.49又買回等收息。之前公佈的第4季業績突然走樣,令股價暴挫,我自己覺得基於往績,其實可以再觀察多一個業績期,如果到時都轉差,那就可以清貨,暫時忘記它。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-50236124398308686362013-06-27T17:33:18.085+08:002013-06-27T17:33:18.085+08:00偉哥, 等你佳作
TT偉哥, 等你佳作<br /><br />TTAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-48644952140951633462013-06-27T17:27:41.034+08:002013-06-27T17:27:41.034+08:00Hi 偉哥,
有無留意 426?
ThanksHi 偉哥,<br /> <br />有無留意 426?<br /><br />ThanksAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-19986381150413280932013-06-27T17:17:32.144+08:002013-06-27T17:17:32.144+08:00今晚會挑選組合中幾隻淨現金值已大過市值的股票來寫,因為目標明確容易寫,可以偷下懶。今晚會挑選組合中幾隻淨現金值已大過市值的股票來寫,因為目標明確容易寫,可以偷下懶。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-16239668087420955422013-06-27T17:04:47.592+08:002013-06-27T17:04:47.592+08:00Hi YY, 我有此能力就好。
我相信市場上其實有好多醒目炒家,大家所想的都大同小異,只差在有些人...Hi YY, 我有此能力就好。<br /><br />我相信市場上其實有好多醒目炒家,大家所想的都大同小異,只差在有些人資金充足故提早入了貨等業績;又有人只想在公佈業績前一日才追貨博業績,無謂浪費資金的機會成本。<br /><br />如果明日公佈業績,派息豪爽尤好,可以順勢炒高;如果預期落空,這些短線炒家出貨,肯定令股價跌突。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-23706111526505337012013-06-27T16:55:36.363+08:002013-06-27T16:55:36.363+08:00很少如此連續多日大市沽空都超過10%,似乎這兩天只是超賣後的反彈,尚未真正見底。
明日如果有半年結...很少如此連續多日大市沽空都超過10%,似乎這兩天只是超賣後的反彈,尚未真正見底。<br /><br />明日如果有半年結粉飾櫥窗的話,我會再略為減持持股或者做多少少對沖。<br /><br /><br />--------------------------------------<br />《拋空追蹤》全日拋空85億元佔大市成交12%,A50拋空最多<br /><br />欄名:市場走勢<br /><br />《經濟通通訊社27日專訊》全日主板成交699.02億元,拋空額84.88億元,拋空股份有431隻。X安碩A50中國(02823)拋空最多達5.38億元,佔總額約6.34%及佔其股份成交24.64%。<br /><br />中國移動(00941)及民生銀行(01988)拋空額各達4.29億元及3.43億元,各佔總額約5.06%及4.04%,佔各自股份成交的25.39%及40.64%;而盈富基金(02800)拋空額3.3億元,佔拋空總額約3.86%,及佔其股份成交63.40%。<br /><br />X安碩A50中國收報8.76元,跌0.09元或1.02%;中國移動收報77.85元,升0.6元或0.78%;民生銀行收報7.71元,跌0.19元或2.41%;盈富基金收報21元,升0.1元或0.48%。(ho)偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-58028183685162442462013-06-27T16:39:40.442+08:002013-06-27T16:39:40.442+08:00偉哥點石成金,可能係有大戶跟你落注偉哥點石成金,可能係有大戶跟你落注YYnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-39331092119451549112013-06-27T16:12:35.449+08:002013-06-27T16:12:35.449+08:00今日2288突升近1成,莫非有春江鴨?
希望是春江鴨。今日2288突升近1成,莫非有春江鴨?<br /><br />希望是春江鴨。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-61495908060540520362013-06-27T14:59:54.027+08:002013-06-27T14:59:54.027+08:00Hi Monster7, 其實我今日還趁反彈得多,沽了一些認購期權,為股票組合做少少的對沖,好過無。...Hi Monster7, 其實我今日還趁反彈得多,沽了一些認購期權,為股票組合做少少的對沖,好過無。<br />偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-69221938608391261512013-06-27T14:46:42.990+08:002013-06-27T14:46:42.990+08:00跟你 put執左少少,thanks
monster7跟你 put執左少少,thanks<br /><br />monster7frankiehttps://www.blogger.com/profile/04919092887944113251noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-62053422555219163312013-06-27T14:41:48.391+08:002013-06-27T14:41:48.391+08:00偉哥,大市不穩。我都係獲利先。買賣都係自己決定。
謝謝,david
偉哥,大市不穩。我都係獲利先。買賣都係自己決定。<br /><br />謝謝,david<br />davidhttps://www.blogger.com/profile/02750248784048154508noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-77046065902722669392013-06-27T14:25:08.543+08:002013-06-27T14:25:08.543+08:00Hi David,我自己已沽清738,待有機會回落到2.5左右才再買回。
你要自行決定是否要獲利先...Hi David,我自己已沽清738,待有機會回落到2.5左右才再買回。<br /><br />你要自行決定是否要獲利先。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-62905269453976441902013-06-27T14:07:04.605+08:002013-06-27T14:07:04.605+08:00偉哥,你好!
本人$2.4持有738,現價須要獲利先嗎。好似升得急左。
Thx,
David偉哥,你好!<br />本人$2.4持有738,現價須要獲利先嗎。好似升得急左。<br /><br />Thx,<br />Daviddavidhttps://www.blogger.com/profile/02750248784048154508noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-23032996719292623952013-06-27T13:36:51.833+08:002013-06-27T13:36:51.833+08:00平了所有即月大權206P,賺左幾K。
平了所有即月大權206P,賺左幾K。<br /><br />偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-86093583853355675832013-06-27T12:55:18.130+08:002013-06-27T12:55:18.130+08:00Hi ironfoge, 宏基大廈只是預售樓花,尚未交現樓,故仍未能將盈利入帳,資產報表上顯示的應該...Hi ironfoge, 宏基大廈只是預售樓花,尚未交現樓,故仍未能將盈利入帳,資產報表上顯示的應該是發展中物業或待售物業。<br /><br />偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-61685062127295860382013-06-27T12:51:56.188+08:002013-06-27T12:51:56.188+08:00hi 偉哥
想問下2288 個宏基資本大廈入帳問題
你話下年入帳, 但3月底前,唔係已經成交完成了?...hi 偉哥<br />想問下2288 個宏基資本大廈入帳問題<br />你話下年入帳, 但3月底前,唔係已經成交完成了?<br /><br />http://www.rykadan.com/download/price3.pdf<br /><br />ironforgehttps://www.blogger.com/profile/05128028312067401036noreply@blogger.com