星期四, 9月 6
星期二, 9月 4
Double KO
Two bad news for my own portfolio: SCMP and Tradelink make new low due to the new free competition from Tiger Daily and write-off DTTN. Market prices are almost 20% lower what I paid for them. SCMP is the only stock I never make a bucks and just keep losing. Of course, I am tempted to sell them but of course could not do so as busying for the whole day and don't notice the new announcements.
Before deciding to sell, I always try to recall the rationale why to buy. SCMP is due to the "moat" in publishing market and luxury ads in Hong Kong due to her reputation. Recently also supported by her hidden properties assets in some luxurious places, though shared with TVB and have no schedule for development yet. Tiger actually is not a threat, even it is free, honestly. If I am still affected by the "news" that the paper could not get businesses from listed announcements, then I should not be in the market further loh. As the rationale are still valid, SCMP is a value buy right now though the technicals are so bad. But normally it is best to buy when technicals are all BAD.
I am more worrying about Tradelink as the management does not show any schedule or confidence in breaking even for DTTN and there is a slight decrease in turnover. But Tradelink just like SCMP, has a "castle" in securing public e-processing business and should be the best or only platform for Government to outsource or enforce logistics or trading documentation (currently DTTN is not mandatory). Dividends paid out decrease to around 5.6% in parallel with drop of interim profits. I may liquidate one lot, if have chance though quite low, but would not recommend to buy or sell at this low. Currently the best way is to WAIT.
Before deciding to sell, I always try to recall the rationale why to buy. SCMP is due to the "moat" in publishing market and luxury ads in Hong Kong due to her reputation. Recently also supported by her hidden properties assets in some luxurious places, though shared with TVB and have no schedule for development yet. Tiger actually is not a threat, even it is free, honestly. If I am still affected by the "news" that the paper could not get businesses from listed announcements, then I should not be in the market further loh. As the rationale are still valid, SCMP is a value buy right now though the technicals are so bad. But normally it is best to buy when technicals are all BAD.
I am more worrying about Tradelink as the management does not show any schedule or confidence in breaking even for DTTN and there is a slight decrease in turnover. But Tradelink just like SCMP, has a "castle" in securing public e-processing business and should be the best or only platform for Government to outsource or enforce logistics or trading documentation (currently DTTN is not mandatory). Dividends paid out decrease to around 5.6% in parallel with drop of interim profits. I may liquidate one lot, if have chance though quite low, but would not recommend to buy or sell at this low. Currently the best way is to WAIT.
星期一, 9月 3
PC Down
PC re-fixed but could not find writing pad driver. Could not write chinese shortly loh.
In August the portfolio still maintain to make new high as could identify the trough of this correction by shifting conservative stocks to "China" base stocks or in low range property stock on 17th of August. Want to sell 1171 for so many times and 2600 fry so high, so shifting the captial to China Bank on last Friday as 3988 should be a much safe bet than these two loh. Still keep some 2600 by the last lesson about 123.
After breaking 23,500, HSI should try to make new high in this week and the volatility would be increased in the last quarter, though may move up by this notorious September as almost all people are still scary about the new high. Let c.
In August the portfolio still maintain to make new high as could identify the trough of this correction by shifting conservative stocks to "China" base stocks or in low range property stock on 17th of August. Want to sell 1171 for so many times and 2600 fry so high, so shifting the captial to China Bank on last Friday as 3988 should be a much safe bet than these two loh. Still keep some 2600 by the last lesson about 123.
After breaking 23,500, HSI should try to make new high in this week and the volatility would be increased in the last quarter, though may move up by this notorious September as almost all people are still scary about the new high. Let c.
星期三, 8月 29
星期二, 8月 28
星期六, 8月 25
995
995 半年結每股純利跌四成,因稅率由 15 巴仙加到 33 巴仙; 經延稅調整,每股純利變動不大, 市場可能誤讀, 創造一個高低買既機會.
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win2000 寫到:
C兄們再解釋一下 上次98年政府入市的股票變左盈富基金後，政府賺左1000億， 咁個o的錢係邊個輸俾政府嫁？ 好奇怪真係好少好少聽到人輸錢，淨係聽到基金賺左幾多幾多，每年買基金增長幾多幾多，唔通個個人買完基金都唔贖回，死後都將o的錢留俾基金？
資本有個本性,就系越生越多,越生越快, 相比起一百年前既香港,社會總體財富既增加系驚人瓜, 風暴個時正府系七千到七千八出手,大概萬二三推盈富,所賺應系執左由萬三估藍籌到七千無補回個的骨羅. 好似種樹耕田做世意,梗系越做越有瓜啦,多時間得制要去賭大豆價錢既話就無人幫到你羅
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富貴於我如浮雲...........事實上....
到四叔或股神甘既階段,賺錢只系一個計分既遊戲, 可以自娛又可曬命, 又可以用黎單打. 但要記住, 此遊戲成功既話,資源得其所在, 員工有野做, 客戶滿意, 股東搵到錢, 政府有稅收; 玩得差既話, 就會將資本蒸發, 面目無光羅 .
===
win2000 寫到:
C兄們再解釋一下 上次98年政府入市的股票變左盈富基金後，政府賺左1000億， 咁個o的錢係邊個輸俾政府嫁？ 好奇怪真係好少好少聽到人輸錢，淨係聽到基金賺左幾多幾多，每年買基金增長幾多幾多，唔通個個人買完基金都唔贖回，死後都將o的錢留俾基金？
資本有個本性,就系越生越多,越生越快, 相比起一百年前既香港,社會總體財富既增加系驚人瓜, 風暴個時正府系七千到七千八出手,大概萬二三推盈富,所賺應系執左由萬三估藍籌到七千無補回個的骨羅. 好似種樹耕田做世意,梗系越做越有瓜啦,多時間得制要去賭大豆價錢既話就無人幫到你羅
===
富貴於我如浮雲...........事實上....
到四叔或股神甘既階段,賺錢只系一個計分既遊戲, 可以自娛又可曬命, 又可以用黎單打. 但要記住, 此遊戲成功既話,資源得其所在, 員工有野做, 客戶滿意, 股東搵到錢, 政府有稅收; 玩得差既話, 就會將資本蒸發, 面目無光羅 .
星期五, 8月 17
星期二, 7月 31
星期五, 6月 29
星期五, 6月 1
星期二, 5月 1
星期五, 3月 30
星期三, 2月 28
星期三, 1月 31
星期五, 12月 29
星期三, 11月 1
星期五, 9月 29
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