tag:blogger.com,1999:blog-3301536840960275863.post3292341176034835532..comments2024-03-24T23:08:33.909+08:00Comments on 偉哥投資手札: 廣州市國企改革方案出爐偉哥http://www.blogger.com/profile/08277235755471085935noreply@blogger.comBlogger293125tag:blogger.com,1999:blog-3301536840960275863.post-5956380439799927082015-06-03T11:42:51.522+08:002015-06-03T11:42:51.522+08:00作者已經移除這則留言。Miss 霧https://www.blogger.com/profile/14243434125284718078noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-53007384029702129362015-06-03T08:53:54.802+08:002015-06-03T08:53:54.802+08:00唔該哂。唔該哂。Anonymoushttps://www.blogger.com/profile/08459242811210326964noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-91495200948210775742015-06-03T01:04:34.344+08:002015-06-03T01:04:34.344+08:00另外,2014 ROE ,做得好美,有29%, 2012 和 2013 都是7%另外,2014 ROE ,做得好美,有29%, 2012 和 2013 都是7%長投https://www.blogger.com/profile/04411473523782003487noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-75339348960752459342015-06-03T01:01:01.663+08:002015-06-03T01:01:01.663+08:00估值貴 vs GIC ,令我猶豫,仍未決定,看偉哥你如何拆解估值貴 vs GIC ,令我猶豫,仍未決定,看偉哥你如何拆解長投https://www.blogger.com/profile/04411473523782003487noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-87085570864643308172015-06-03T00:54:59.773+08:002015-06-03T00:54:59.773+08:0011) 憧憬" 血液透析" (即為腎病者洗血) 行業前景
12) 基礎投...11) 憧憬" 血液透析" (即為腎病者洗血) 行業前景<br />12) 基礎投資者多是長線基金<br />13) GIC 對上一次去年5月認購綠葉@ ~$5.9 , 今年一月@ ~$9 減持至不用申報長投https://www.blogger.com/profile/04411473523782003487noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-90684204149692722932015-06-03T00:46:50.359+08:002015-06-03T00:46:50.359+08:007) 2013從納斯達克退市,以3.4億美元私有化
8) 中信資本賣股套現
9) 同Davita 合...7) 2013從納斯達克退市,以3.4億美元私有化<br />8) 中信資本賣股套現<br />9) 同Davita 合作,巴菲特不斷增持,已是Davita大股東<br />長投https://www.blogger.com/profile/04411473523782003487noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-48614628748808450732015-06-03T00:39:36.932+08:002015-06-03T00:39:36.932+08:005) 估值貴,2014 PE 55x-60x , 2015 F 31x-34x ; PB 若上限定 ...5) 估值貴,2014 PE 55x-60x , 2015 F 31x-34x ; PB 若上限定 ,差不多5倍 (有形資產HKD1.72-1.88)<br />6) 傳國購已超數倍,早一日cut off長投https://www.blogger.com/profile/04411473523782003487noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-7939023402643381272015-06-03T00:31:49.156+08:002015-06-03T00:31:49.156+08:00偉哥,關於三生,想省你時間,若你未看,基本資料如下:
1) 賣點兩項產品,益比奧(用於刺激貧血症...偉哥,關於三生,想省你時間,若你未看,基本資料如下:<br /><br />1) 賣點兩項產品,益比奧(用於刺激貧血症病人體內的紅細胞)及特比澳(用於治療血小板缺乏),佔銷售總額~90%<br />2) 兩項特比澳的相關專利已於 2015 年到期<br />3) 六名基礎投資者認購約二成,禁售期為 6 個月,有GIC <br />4) 超12 倍回撥兩成長投https://www.blogger.com/profile/04411473523782003487noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-49954087527287288822015-06-03T00:21:05.165+08:002015-06-03T00:21:05.165+08:00如果賣盤同分拆既價差太遠,64可能轉賣盤,市場選擇唔多,正所謂毎個人心裡都有一個價,話分拆已經幾個月...如果賣盤同分拆既價差太遠,64可能轉賣盤,市場選擇唔多,正所謂毎個人心裡都有一個價,話分拆已經幾個月前,510都反口。64估值低,可守,在橫行區,升可無限。電話https://www.blogger.com/profile/05556874241823225189noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-52031802199684733132015-06-03T00:16:26.402+08:002015-06-03T00:16:26.402+08:00引用新股DISCUSS版DECEMBERRAIN網友的罕有高質留言:
呢隻同1177/1093 無...引用新股DISCUSS版DECEMBERRAIN網友的罕有高質留言:<br /><br />呢隻同1177/1093 無得比<br />3生做生物藥<br />1177做中藥加化學藥<br />1093做化學藥<br /><br />你上google search下就知生物藥比化學藥複雜n倍...有d 講醫學既文章形容化學藥係一架單車的話, 生物藥就係A380<br />生物藥要做細胞培植, DNA工程等....一個蛋白質既結構係好複雜<br />而化學藥係用化學方法, 將d 化學物質溝出黎<br /><br />2014 PE 60倍, 係因為有d 非現金既支出....如果剔除呢d 野, 核心PE 係約40倍<br />假設盈利增長3成, PE 只係30倍, 雖然高過一般化學藥公司, 但入行門檻高好多, 增長亦快d<br />招股書話2013年生物藥佔整體醫藥市場5.4%而化學藥有超過4000間公司做, 生物藥只有130間........即係生物藥公司數目只係佔藥企數目約3% vs 生物藥佔整體醫藥市場5.4%....可見生物藥市場競爭較細, 前景較化學藥公司好<br />國際配售反應熱烈, 但公司就好少做零售層面既宣傳.....好少新聞講呢隻野, 亦唔搞記招宣傳....可以睇到公司係唔想咁多散戶抽, 俾多d 貨基金<br />加上, blackrock, 新加坡政府都做基石投資者.......我個人認為呢隻股值得一孖<br /><br />不過就唔好95孖啦, 隨時要補倉<br />(如果超額50倍, 平均中籤約6%)stokecity10https://www.blogger.com/profile/16348330152234108679noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-35740690753782857672015-06-03T00:06:59.480+08:002015-06-03T00:06:59.480+08:00雪球上"超过3元不买"的留言:「猛一看今晚公告吓一跳,其实不用紧张,仅是对年报未...雪球上"超过3元不买"的留言:「猛一看今晚公告吓一跳,其实不用紧张,仅是对年报未决诉讼的补充。当年的故事很精彩,中院判决依据法理进行,似有站不住脚之嫌。13年至今,两年过去了,上诉无结果,可想像此事很难判。作为上海证大之股东,我们关心两问题:1,证大胜诉了,报表不调整,对股价无影响;2,败诉了,如公告称,退款给s0h0,收回股权。查阅资料,此地拿地成本总开支100亿,50%股权值50亿,当年不知何因贱卖40亿。复星当时一直压价,不履行优先购买权,被老嶓钻了法律的空子。如证大收回股权,预计会超过退款。所以我反而希望证大输。虽然我不是法律科班出身,但我并不赞同当年中院判决,加上东方入主,此事无论如何,证大都是嬴家,老潘可能是赢家,也可能是输家。」RYKYhttps://www.blogger.com/profile/14918462293050747637noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-62867450348623246782015-06-02T23:17:34.701+08:002015-06-02T23:17:34.701+08:00我也有跟師兄入少少,似乎不太似老千股我也有跟師兄入少少,似乎不太似老千股Anonymoushttps://www.blogger.com/profile/00662901348523629681noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-23163556693899029942015-06-02T22:57:20.111+08:002015-06-02T22:57:20.111+08:00謝謝偉哥教導!祝偉哥及各師兄師姐六月'絕'住上!!!謝謝偉哥教導!祝偉哥及各師兄師姐六月'絕'住上!!!Investhttps://www.blogger.com/profile/10167442164889684763noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-12713847881670412802015-06-02T21:45:47.166+08:002015-06-02T21:45:47.166+08:00偉哥,你嘅舊愛328發佈盈喜喎。偉哥,你嘅舊愛328發佈盈喜喎。derekhttps://www.blogger.com/profile/08542926274863234960noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-16060816568353768362015-06-02T21:45:11.785+08:002015-06-02T21:45:11.785+08:00以1.5配10億股,加上好快就配出,係咪可以視為炒作因素,但楊生股份攤薄很多,不知用意如何以1.5配10億股,加上好快就配出,係咪可以視為炒作因素,但楊生股份攤薄很多,不知用意如何Anonymoushttps://www.blogger.com/profile/15934531572266703328noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-58740883465028792882015-06-02T21:43:50.564+08:002015-06-02T21:43:50.564+08:00作者已經移除這則留言。Anonymoushttps://www.blogger.com/profile/10485124946013372610noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-20821618687230987062015-06-02T21:29:38.624+08:002015-06-02T21:29:38.624+08:00我都係1.2入, 等偉哥指示
我都係1.2入, 等偉哥指示<br />ken2142https://www.blogger.com/profile/01870408693343434000noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-10332613317018914172015-06-02T20:58:31.542+08:002015-06-02T20:58:31.542+08:00我指1150我指1150Anonymoushttps://www.blogger.com/profile/17969316766963979059noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-58290451246877704792015-06-02T20:56:54.259+08:002015-06-02T20:56:54.259+08:00我都止咗@$1.1,之前$1.2入。
把資金加注482我都止咗@$1.1,之前$1.2入。<br />把資金加注482Anonymoushttps://www.blogger.com/profile/17969316766963979059noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-6476096799512082892015-06-02T20:42:12.806+08:002015-06-02T20:42:12.806+08:00偉哥,想請教一下這則通告是利好755 (上海証大),或利淡? 睇唔明。Thx.
http://ww...偉哥,想請教一下這則通告是利好755 (上海証大),或利淡? 睇唔明。Thx.<br /><br />http://www.hkexnews.hk/listedco/listconews/sehk/2015/0602/LTN201506021535_C.pdf<br /><br />利申: 持有Anonymoushttps://www.blogger.com/profile/08459242811210326964noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-33793900818789552992015-06-02T20:39:44.063+08:002015-06-02T20:39:44.063+08:00如果唔係臨尾咁沽落黎今日我都成唔到
如果唔係臨尾咁沽落黎今日我都成唔到<br />Anonymoushttps://www.blogger.com/profile/17969316766963979059noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-66411797491297615342015-06-02T20:28:27.628+08:002015-06-02T20:28:27.628+08:00又有基金對中國金融有興趣。
00605 China United SME26╱05╱15 +4000...又有基金對中國金融有興趣。<br />00605 China United SME26╱05╱15 +40000derekhttps://www.blogger.com/profile/08542926274863234960noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-88724765170994166022015-06-02T20:06:45.248+08:002015-06-02T20:06:45.248+08:00http://iis.aastocks.com/20150526/002212278-0.PDF
想...http://iis.aastocks.com/20150526/002212278-0.PDF<br />想請教偉哥<br />公告內容係咪指有人用48蚊換左1142的股份?Anonymoushttps://www.blogger.com/profile/09557002632141160248noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-12039137152246855202015-06-02T19:32:31.867+08:002015-06-02T19:32:31.867+08:00其望在切孖展前可以知道偉哥對三生的看法!其望在切孖展前可以知道偉哥對三生的看法!Anonymoushttps://www.blogger.com/profile/12869052669033718112noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-26700451277022390042015-06-02T19:27:25.436+08:002015-06-02T19:27:25.436+08:00偉哥,1150如穿1蚊會止蝕嗎?偉哥,1150如穿1蚊會止蝕嗎?ponghttps://www.blogger.com/profile/00176631112992047614noreply@blogger.com