tag:blogger.com,1999:blog-3301536840960275863.post4209380365737756674..comments2024-03-24T23:08:33.909+08:00Comments on 偉哥投資手札: 我的炒股經歷(2)偉哥http://www.blogger.com/profile/08277235755471085935noreply@blogger.comBlogger47125tag:blogger.com,1999:blog-3301536840960275863.post-56383769429708321072011-08-03T23:45:49.118+08:002011-08-03T23:45:49.118+08:00雖然我炒股十幾年,但好似正在經歷偉哥第二年的經歷,雖然現在成手現金,但也開始小量抄底了,看來還是放慢...雖然我炒股十幾年,但好似正在經歷偉哥第二年的經歷,雖然現在成手現金,但也開始小量抄底了,看來還是放慢腳步較好技术投资者https://www.blogger.com/profile/13051119446398241312noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-13301408593395399292011-08-03T09:31:45.936+08:002011-08-03T09:31:45.936+08:00hi 匿名者,仍持有316,等5號公佈業績再作評估。
hi 初哥,股市不濟,相信293在業績前都難...hi 匿名者,仍持有316,等5號公佈業績再作評估。<br /><br />hi 初哥,股市不濟,相信293在業績前都難再上19.5。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-28761332925256976232011-08-03T09:29:57.423+08:002011-08-03T09:29:57.423+08:00hi fred,也不一定的。
hi 文仔,自己覺得現在的零售股估值已過高,不過市場資金追高踩低,故...hi fred,也不一定的。<br /><br />hi 文仔,自己覺得現在的零售股估值已過高,不過市場資金追高踩低,故強者越強、弱者越弱。<br /><br />hi 匿名者,2877是否溝貨視乎你自己持貨多少及現金水平而定,如果已持貨不少的話,不建議太早溝貨。自己都在12元入了一注貨,等11元左右會考慮加注。<br /><br />hi 晨,你想做SP還是LP?SP是看好,LP是看淡。1211盈利大跌,現價做SP的話其實風險甚高,不建議。<br /><br />hi 匿名者,如果昨日是9折清貨的話,今日可能再減一減,做8折清貨。不知何時會半價清貨?偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-14860417091136544732011-08-03T09:22:32.562+08:002011-08-03T09:22:32.562+08:00hi kan, 我等2328創新高時會做LP。
hi 匿名者,1038最新收購的污水處理業務,上年...hi kan, 我等2328創新高時會做LP。<br /><br />hi 匿名者,1038最新收購的污水處理業務,上年度的盈利是22.6億港元左右,如以1038攤佔4成權益計算,尚未計入6億英鎊的融資成本,其可以為1038提供約 9億元的盈利貢獻;如以其先前發行的債券息率6.6厘計算的話,融資成本不會超過5億元,再扣除沽出的Cambridge Water每年經常性盈利6千萬港元,即是項交易每年應該有約3億多的盈利落袋,令1038每股盈利提升13仙左右。<br /><br />大行在消息公佈後,普遍提高1038的目標價,很多都已超越自己所定的49.2元目標價。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-5815890326824700792011-08-02T23:28:59.892+08:002011-08-02T23:28:59.892+08:002328....仲有得升, 真難玩2328....仲有得升, 真難玩kanhttp://(選用)noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-16589766036192237052011-08-02T16:12:55.023+08:002011-08-02T16:12:55.023+08:00偉哥,你知唔知你買個隻1038,今日收購左n. water, 長實、李+x基金,長建一齊買。(40%...偉哥,你知唔知你買個隻1038,今日收購左n. water, 長實、李+x基金,長建一齊買。(40%+20%+40%),同時1038亦同時出售一間細水務公司,理由係英國唔比一間公司同時有兩間英國水務,偉哥可唔可以有時間出下1038最新分析。thanks ching。Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-68769887599979342342011-08-02T15:05:18.940+08:002011-08-02T15:05:18.940+08:00今日179又來捱沽今日179又來捱沽Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-33354001580646843782011-08-02T14:48:06.902+08:002011-08-02T14:48:06.902+08:00偉哥,
原來每個高手都要輸清光先可以成為頂尖的投資者..偉哥,<br />原來每個高手都要輸清光先可以成為頂尖的投資者..Fredhttp://(選用)noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-70820636917725516532011-08-02T14:37:09.641+08:002011-08-02T14:37:09.641+08:00偉哥~ 終於寫左篇股海經歷! 期待第三集..~
最近忙,少上來.!這幾天都沒留意市況~ ~ 剛才看了...偉哥~ 終於寫左篇股海經歷! 期待第三集..~<br />最近忙,少上來.!這幾天都沒留意市況~ ~ 剛才看了647昨天抽高了很多. ..<br />最近的零售,濠賭都好強.!<br /><br />最近基本沒什麼做, 又無增持又無減持過.文仔http://(選用)noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-8559079124317558952011-08-02T13:55:39.040+08:002011-08-02T13:55:39.040+08:002877之前13.5買入,現价做緊12.5,溝唔溝貨好?各位請師兄俾d意見2877之前13.5買入,現价做緊12.5,溝唔溝貨好?各位請師兄俾d意見Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-70243208685863556742011-08-02T13:51:59.650+08:002011-08-02T13:51:59.650+08:00请問1211呢個價買sp,ok ma?
晨请問1211呢個價買sp,ok ma?<br />晨Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-84021515532895823222011-08-02T12:18:35.890+08:002011-08-02T12:18:35.890+08:00周二大减價韵感覺,正周二大减價韵感覺,正Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-39343473187360837652011-08-02T11:06:17.710+08:002011-08-02T11:06:17.710+08:00偉哥你好
請問是否keep緊316?
而家形勢應該點睇?
thanks偉哥你好<br /><br />請問是否keep緊316?<br />而家形勢應該點睇?<br />thanksAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-88391441689968672782011-08-02T10:23:54.833+08:002011-08-02T10:23:54.833+08:00to KK
你係咪掃2678呀 ?? 哈哈to KK<br /><br />你係咪掃2678呀 ?? 哈哈sarahttps://www.blogger.com/profile/12725862994400743545noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-80521487590178899202011-08-02T09:16:48.774+08:002011-08-02T09:16:48.774+08:00kan,
你套期指結算應該有肉食kan,<br />你套期指結算應該有肉食fishhttp://(選用)noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-39593276869430252792011-08-02T09:14:10.255+08:002011-08-02T09:14:10.255+08:00GC,
1年遠期,是否12年12月? 1035點,好貴GC,<br />1年遠期,是否12年12月? 1035點,好貴fishhttp://(選用)noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-32236175665131454512011-08-02T08:36:27.560+08:002011-08-02T08:36:27.560+08:00dear wai gor
謝謝2678的分析,方法好有用,推測個營業額跟純利率來計算純利,好好用
...dear wai gor<br /><br />謝謝2678的分析,方法好有用,推測個營業額跟純利率來計算純利,好好用<br /><br />Thanks!!!!<br /><br />kkAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-1257742623088826572011-08-01T23:40:08.475+08:002011-08-01T23:40:08.475+08:00今天都渣224p 沽220p 玩下
2328都心思思想沽call今天都渣224p 沽220p 玩下<br />2328都心思思想沽callkanhttp://(選用)noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-5040930933058055582011-08-01T23:24:23.198+08:002011-08-01T23:24:23.198+08:00Hi偉哥,
我買的是1年遠期,希望可以做到.Hi偉哥,<br />我買的是1年遠期,希望可以做到.GChttps://www.blogger.com/profile/08379600587790862404noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-24577101636616127852011-08-01T22:05:46.783+08:002011-08-01T22:05:46.783+08:00偉哥, 想問293就來公佈業績, 此時有機重上$19.5嗎?
初哥偉哥, 想問293就來公佈業績, 此時有機重上$19.5嗎? <br /><br />初哥Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-73972453801287457862011-08-01T20:30:08.799+08:002011-08-01T20:30:08.799+08:00hi kk,其實我之前都說過,如果不是用孖展買貨或持有大量衍生工具,其實無需要太緊張。有時候太貼市或...hi kk,其實我之前都說過,如果不是用孖展買貨或持有大量衍生工具,其實無需要太緊張。有時候太貼市或太緊張,很容易受市場氣氛影響,做錯決定。<br /><br />看第四季上升的原因是覺得外圍的問題應該會在第四季平靜下來,另外今年中港股市表現不是太好,基金、大戶要交數的話,應該會利用第四季做好,不然獎金或表現費就沒有著落。<br /><br />至於2678,之前都已說過,上年的超高毛利率及純利率今年應不復現,假設公司的盈利能力降至09年度的水平,以7%純利率及假設收入不變計算,純利有機會跌至4.6億港元左右,現價相當於預期市盈率6.4倍左右。以2678稍高的負債比率而言,自己覺得合理估值應該有7-8倍市盈率左右,視乎市場氣氛而定。明顯地目前市場對工業股較為悲觀,給予的估值也較低,故以目標估值7倍市盈率計算,現價上升空間可能有10%左右。<br /><br /><br />hi gc,自己覺得今個月市況仍未有力大升。<br /><br />hi jazzf,2328 SC的數目已到達自己容許的上限,故不會再加倉做SC。<br /><br />hi 匿名者,可以通過中央結算系統持股記錄 (http://www.hkexnews.hk/sdw/search/search_sdw_c.asp)去推算大股東是否將股份存入中央結算系統。大股東如果一貫沒有將持股存入中央結算系統,則突然存入可能意味著其持股量會有變動,最大可能是批股。<br /><br />hi ty,今晚續寫。偉哥https://www.blogger.com/profile/08277235755471085935noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-43388469309625514242011-08-01T19:29:05.613+08:002011-08-01T19:29:05.613+08:00dear Laughing Gor
你形容得好貼切!白交保費了今次,哈哈
呢幾日個人都緊張左!成...dear Laughing Gor<br /><br />你形容得好貼切!白交保費了今次,哈哈<br /><br />呢幾日個人都緊張左!成日上bloomberg 睇有乜消息<br /><br />希望黎緊8月個市正常少少,業績好既就升差既就跌,唔好再無啦啦攪d US Debt , Europe Crisis 出黎攪事 :(<br /><br />但,spain 不樂觀,遲早又要爆出黎,但唔理佢住先啦,憂慮永沒有完,那就齊來忘記它! XD<br /><br />kkAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-10321494378939939842011-08-01T19:08:53.553+08:002011-08-01T19:08:53.553+08:00hi KK
買保險要俾保費,無計...無買保險既,呢幾日捕住CNBC無覺好訓...
Laughi...hi KK<br /><br />買保險要俾保費,無計...無買保險既,呢幾日捕住CNBC無覺好訓...<br /><br />Laughing GorAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-22578305535104553992011-08-01T17:05:59.300+08:002011-08-01T17:05:59.300+08:00hi, GC,
It is part of a butterfly.hi, GC,<br /><br />It is part of a butterfly.fishhttp://(選用)noreply@blogger.comtag:blogger.com,1999:blog-3301536840960275863.post-66441868090082257482011-08-01T17:02:52.094+08:002011-08-01T17:02:52.094+08:00今日完成另一組butterfly
21800 LP
22200 SP x 2
22600 LP
...今日完成另一組butterfly<br /><br />21800 LP<br />22200 SP x 2<br />22600 LP<br /><br />zero costfishhttp://(選用)noreply@blogger.com