tag:blogger.com,1999:blog-3301536840960275863.post8860192317411038181..comments2024-03-24T23:08:33.909+08:00Comments on 偉哥投資手札: 友佳國際(2398)業績短評偉哥http://www.blogger.com/profile/08277235755471085935noreply@blogger.comBlogger27125tag:blogger.com,1999:blog-3301536840960275863.post-77899048912982316892010-10-19T01:48:40.675+08:002010-10-19T01:48:40.675+08:00hi wilfred,我前排有在網誌提及我已於4.64買回先前高位沽出的2398。hi wilfred,我前排有在網誌提及我已於4.64買回先前高位沽出的2398。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-25086158523612075952010-10-18T15:33:33.388+08:002010-10-18T15:33:33.388+08:00hi 偉哥,
上個月(SEPT) 頭跟你於約$5賣左呢隻2398,什麼時候較好買回呢? 有勞
WI...hi 偉哥,<br />上個月(SEPT) 頭跟你於約$5賣左呢隻2398,什麼時候較好買回呢? 有勞<br /><br />WILFREDAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-73123980303971907062010-10-18T00:14:14.492+08:002010-10-18T00:14:14.492+08:00hi vinlparadise,其實也不是所有股都跟隨大市上升,最起碼我手上的股票於10月份是大大跑...hi vinlparadise,其實也不是所有股都跟隨大市上升,最起碼我手上的股票於10月份是大大跑輸大市的升幅。這輪升市升的多是成交比較大、流通量大的股票,因為我之前都有解釋過,熱錢炒作的一定要有成交量、流通量,以方便他們買入或沽出。一隻流通量、成交量不多的股,可能他們只放進一個一百萬元的買盤,已經足以令股價升2成;同樣道理,當市況轉差,熱價要套現流走的話,一個一百萬元的沽盤可以已足以令一些成交量小的股份大跌2成。<br /><br />所以在熱錢炒作下,成交量、流通量小的股份跟不上大市升幅是很正常的,不用過慮。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-29593407238105910362010-10-17T13:02:26.433+08:002010-10-17T13:02:26.433+08:00偉哥
Do you know what's going on with the 2398 ?...偉哥<br />Do you know what's going on with the 2398 ? Weird.<br />It shows such a weak trend while the whole market goes up even include all other machinery company such as 838, etc.<br /><br />It's so spooky for this one.vinylparadisehttps://www.blogger.com/profile/00188272405840228432noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-64123851004177309042010-08-13T17:48:41.948+08:002010-08-13T17:48:41.948+08:00Hi Ken,派息及除息日期尚待公佈。Hi Ken,派息及除息日期尚待公佈。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-4184350547571260602010-08-13T15:00:46.240+08:002010-08-13T15:00:46.240+08:00想問偉哥知道2398何時會派息?
因為小弟找不到資料
thanks想問偉哥知道2398何時會派息?<br />因為小弟找不到資料<br />thanksKenhttp://(選用)noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-12685230893163402972010-08-10T23:55:10.709+08:002010-08-10T23:55:10.709+08:00股市就是這樣,每個投資者都有不同看法,所以才有買有賣,況且此股是次調整不算太過份,尚算合理。
今年...股市就是這樣,每個投資者都有不同看法,所以才有買有賣,況且此股是次調整不算太過份,尚算合理。<br /><br />今年目標價7-8元是過份樂觀。自己目標價是$5.5,兼且希望可以收到不少於0.35元的股息。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-6214209233685250942010-08-10T23:28:20.672+08:002010-08-10T23:28:20.672+08:00Hi, WaiGor
I seldomly see such a good performing ...Hi, WaiGor<br /><br />I seldomly see such a good performing company could be so undervaluated by the market. This kind of company should worth at least $7-8 for such a EPS and generous divdend. Strangevinylparadisehttps://www.blogger.com/profile/00188272405840228432noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-31833585988102160202010-08-10T09:52:12.557+08:002010-08-10T09:52:12.557+08:00Hi vinylparadise, 如果你是因為業績而買入這公司,那業績沒有問題,便無需要太擔心。股...Hi vinylparadise, 如果你是因為業績而買入這公司,那業績沒有問題,便無需要太擔心。股價短線升升跌跌肯定有,長線會趨向反映其實際價值。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-17100089064279400242010-08-10T08:40:55.495+08:002010-08-10T08:40:55.495+08:00偉哥, This company is a honest and well managed one....偉哥, This company is a honest and well managed one. The performance has been well told on the interim report. But how come the price could drop like hell in these few days ? The price really killed a lot of speculators that make people feel uneasy. Errrrrrrrvinylparadisehttps://www.blogger.com/profile/00188272405840228432noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-90473369787219548442010-08-09T21:20:56.955+08:002010-08-09T21:20:56.955+08:00不好意思,是我看走眼了,原來是 HKD,還以為是 RMB。HKD $0.55 合理多了。請忘記我的提...不好意思,是我看走眼了,原來是 HKD,還以為是 RMB。HKD $0.55 合理多了。請忘記我的提問吧。阿楊http://(選用)noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-67435374560958523722010-08-09T21:17:45.690+08:002010-08-09T21:17:45.690+08:00偉哥,請問 $0.55 的每股盈利是如何計算出來?謝!偉哥,請問 $0.55 的每股盈利是如何計算出來?謝!阿楊http://(選用)noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-26536754261060234042010-08-09T16:09:29.531+08:002010-08-09T16:09:29.531+08:00我都加左兩注@4.33!!!我都加左兩注@4.33!!!chcowboyhttps://www.blogger.com/profile/03458009836482773780noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-62184287553021405002010-08-09T16:01:59.103+08:002010-08-09T16:01:59.103+08:00剛才本人亦加了一注,若下半年派息不變,現價息率已達8厘!剛才本人亦加了一注,若下半年派息不變,現價息率已達8厘!Kerryhttp://(選用)noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-12752130750405882002010-08-09T12:50:13.923+08:002010-08-09T12:50:13.923+08:00短線炒家止賺/止蝕離場。
我今日再加了一注@4.32。短線炒家止賺/止蝕離場。<br /><br />我今日再加了一注@4.32。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-85564643477235966112010-08-09T11:36:42.562+08:002010-08-09T11:36:42.562+08:00繼續震倉?繼續震倉?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-37810809086421222562010-08-08T14:50:41.089+08:002010-08-08T14:50:41.089+08:00這個老闆有講過,要把這上市變成他海外投資的旗艦,台灣部分就分開上市。這個老闆有講過,要把這上市變成他海外投資的旗艦,台灣部分就分開上市。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-15433773946476013012010-08-07T23:00:01.719+08:002010-08-07T23:00:01.719+08:00謝謝意見,不講也不知,原來2398和300的業務是一樣。
其實自己都知道台資股的估值一向不太高,可...謝謝意見,不講也不知,原來2398和300的業務是一樣。<br /><br />其實自己都知道台資股的估值一向不太高,可是翻查紀錄,2398以往的估值曾經頗高,加上其盈利及派息維持大幅增長,是否有機會給予較高估值?<br /><br />今日在搜索2398的新聞時,看到台灣的一篇報導,關於其產能有望於7月份提升,令下半年的產能顯著增加。如果屬實的話,2398下半年盈利可能會比上半年再有5成以上增長,令全年每股盈利有機會高達HK$0.55。<br /><br />http://money.chinatimes.com/news/news-content.aspx?id=20100802000167偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-91924670420194512622010-08-07T10:38:36.362+08:002010-08-07T10:38:36.362+08:00it's in the same business as 昆明機床. TW company ...it's in the same business as 昆明機床. TW company usually does not have high PE, 10x is maximum. The positive is it has dividend incresae yoy.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-78848900155253238252010-08-06T15:27:27.484+08:002010-08-06T15:27:27.484+08:00所以我經常強調分散投資的重要性。其實市場又不是沒有好股買,無必要集中買一兩隻股,令自己的組合隨一兩隻...所以我經常強調分散投資的重要性。其實市場又不是沒有好股買,無必要集中買一兩隻股,令自己的組合隨一兩隻股的波動而波動。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-28645146127017025042010-08-06T15:07:40.824+08:002010-08-06T15:07:40.824+08:00最慘我唔係炒業績
佢係我長線股
個倉30% 係佢黎最慘我唔係炒業績<br />佢係我長線股<br />個倉30% 係佢黎Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-87128221486253215142010-08-06T13:21:17.627+08:002010-08-06T13:21:17.627+08:00support!!! 入緊貨!!!support!!! 入緊貨!!!chcowboyhttps://www.blogger.com/profile/03458009836482773780noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-44634324882611701092010-08-06T10:52:31.071+08:002010-08-06T10:52:31.071+08:00炒業績就是這樣,業績前已升得多的,要酌量減持套利,降低風險,寧願業績後再高追。炒業績就是這樣,業績前已升得多的,要酌量減持套利,降低風險,寧願業績後再高追。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-13916977799067590722010-08-06T10:42:51.617+08:002010-08-06T10:42:51.617+08:00唉
我就無係5蚊沽出
無左好多
我基本注 1.15唉<br />我就無係5蚊沽出<br />無左好多<br />我基本注 1.15Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-14285885883783332462010-08-06T10:37:16.132+08:002010-08-06T10:37:16.132+08:004.5再增持2398, 已補回全部業績前沽出的2398,賺差價平均每股0.25元。4.5再增持2398, 已補回全部業績前沽出的2398,賺差價平均每股0.25元。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.com