Sunday, November 12, 2006

女俠之寶

由於雜誌要提前印, 來不及改回湯臣一品已賣出兩個單位, 根據上海當局官方紀錄, 第二個在上月底賣出, 是屬於相對較細(講緊五千呎!)的單位, 也是億元一呎, 套現6000多萬, 已正式登記, 買家是台灣資本. 一品有四橦, 每座逾40層, 皆只有一伙或複式, 女俠之弟矢言只賣給世界上最富有的人, 都不知要等到不知何時何日了. 無問題, 女俠大把錢, 不怕一品變古董(參觀收10人仔, 學金廁所,也是財路, ha ha).
布殊炒拉菲, 任命務實的羅拔蓋茨當防長, 但對伊朗依然兇巴巴, 查美國民意很討厭伊朗, 以色列總理奧爾默特亦想報黎巴嫩之仇, 形勢如何, 請看peter明天在et分析. 總之, 地緣政治兇險, 金價油價怎會大跌?
mt專欄明天介紹女俠三寶, 閣下不妨計計邊隻合心水.

9 Comments:

Blogger Cory said...

http://www.ce.cn/cysc/sylt/gdxw/200611/13/t20061113_9387605.shtml

184 焉能不升

6:19 PM  
Blogger jimmy said...

Peter, 您好!

Just read your 2007 first pick and it is up 30% already...don't know if we should buy it now or wait...

Anyway, just wonder if you could give me some comments on one of your fan club's picks - 2878. Can you foresee a turnaround in the near term? It seems that Q4 report will not be any better or even worse. Although the company does buy back stock, it doesn't seem to have a strong support from other investors.

I also want to share with you my cigar butts pick - 132.

This stock was a really bad stock in the past and it was de-listed for a few years. It is successfully re-listed a few months ago after selling most of their assets and transforms into an industrial stock selling wood products. They posted a profit of 10 millions last year after recording a loss of 48 mil in 2004 and 160 mil in 2003. The outlook of their industry is pretty good and this year's profit should be much better than last year.

11:01 PM  
Blogger gaubinfor said...

Peter,

香港未計創業板, 單是主板上市公司已接近一千間, 花多眼亂; 加上資訊泛濫, 個人更覺很多值搏或被低估的公司比以前更易走漏眼. 就算全職股民去尋寶也有大海撈針, 無從入手之感.

我由經濟日報創刊已開始拜讀. 相比其他專欄, 你的 mt 專欄往績命中率極高, 甚至已達 "金手指" 的地步 ( 今早 281 的開市價又一明証 ). 個人肯定你並非, 亦無需靠內幕消息; 更不是撞彩或對每日過百條的 "經濟通" 新聞擁有過目不忘的超能力. 除你的 friend club 友好集思廣益外, 你縱使未必擁有如張士佳先生以自成一家的統計學心得研發的選股系統, 也肯定有一套相對科學化的方法去尋找你口中的 cigar butts.

Peter 可不可在你的專欄中透露你的大海掏金系統是如何操作的 ?

以前港燦兄建議各散戶先把所有上市股票作實用的分類及順手記下它們每年大約在何時公佈全年和中期業績. 要把分類做到一個地步, 當市場醞釀某一個概念, 例如 "越南", 你可以馬上寫下 366 於當地有水泥和物業投資; 184 於當地的酒店業務等.

又例如你察覺市場的大主題是 "內地金融" 時, 你可馬上列出 222 手中有廈門國際銀行; 165 有光大銀行; 133 有招商銀行; 183 有中信銀行; 171 有信達和華融的爛賬等.

你是否已把所有上市公司做了上述分類才可持續發掘這麼多寶藏?

對一位業餘散戶而言單做上述分類也是項超級工程經濟日報有無想過在這方面幫幫大家, 例如重新出版你們過往的 "投資指南" ?

  

11:22 PM  
Blogger peter said...

謝謝各位的意見, 我現價仍很看好激成, 281的走勢也可能似激成, 要先消化等待再創高位. 我對2878認識有限, 過去只是曾引述朋友們談過, 至於132, I'll take time to study it.
我只是業餘談股, 揭破世情才是我的專業, 要學我的選股法請翻閱2004年五月開欄以來mt各篇文章.已講了很多次.
我沒有時間如燦哥般這麼大規模做分類, 我只是從friend club及同事中吸取知識, 然後加以消化.
我二十年前曾為天地圖書撰寫香港股票投資指南一書, 現時家中只剩下一本, 但覺得仍算不錯, 只怪當時以為小子天下第一, 拒絕加料再版, mt專欄第一篇已向陳董事長謝罪.
學習不只是跟買, 而是要學思考方法, 當可以看懂世情, 香港股市也不會難倒你了

1:44 AM  
Blogger Cory said...

Peter, I bought 718 today, I hold it before, let's see what happen in the next few months.

3:10 AM  
Blogger peter said...

132似確是值得研究一下, 各位不妨在這裡交流心得. 上海報章早有報道湯臣賣了第二個單位, 是根據官方紀錄, 可到百度或google看, 我也是這樣在周末偶脄查出來的.
lin gc的觀點看似仍是善意,但估由friend club炒高很冇理由,也談不到為何川河在0.22元不是超值,估明天回跌當然可能中, 因為超買,現時市場係有人什麼股都跟peter買,閣下不跟無關係(更不應高價追跟), 但懷疑friend club造市就太過份了.

1:05 PM  
Blogger rickyhkg said...

i am one member of friend club, however i most of time only share idea with peter and other members and seldom follow peter's picks to make money, i get my own thinking and share here with serious members

it is a good way for me to share idea in peter's club

7:44 PM  
Blogger rickyhkg said...

its just a game and think by yourself where is your position
fact is not depended on others comments, fact is fact, truth is truth!

7:47 PM  
Blogger peter said...

IT's a liberal area, but pls base make comments based on facts.
It's OK lin gc, no big deal, need not say sorry, the market sometimes is very inefficient, and needs someone to wake it up,yet there might be speculators seizing the chance.
And thank you for your advice, Ricky.
And its great for nc to find the website. There are so many Shanghai based property companies, we should pay more attention to Shanghai's news if we want to be better than others.
And I have checked 132, two problem, the stakes are divided by many parties, and it is being suited in the mainland and might have to pay quite a large sum to settle the case. Otherwise, the price of the stock is low.
I suppose, for speculation only and have to put a stop loss order.

3:24 AM  

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