Tuesday, January 02, 2007

知己更要知彼

又要很難才來到發布文章這一頁, 網絡仍有問題, 好鬼麻煩.
184勁升, 我今天又買又賣, 要試盤, 因為升得太急, 暫時仍要看是否可破3.2元, 若能, 應是海濶天高可以追越陸氐了. 現時的信心當然大了很多, 因為去過海洋花園現場, 知道是什麼級數的資產. 阿man報料謂有財經網站指急升是由於某專欄作家推薦為新年精選, peter想, 應該都是有點效應, 但最重要是所講的是否事實? 若是寶貝, 不只中小戶讀友, 機構投資者也會吸納, 而市場根本只有很少貨. 公司手擁大量現金, 若不派高息, 到時, 大家可轉名做正牌股東,齊齊去開股東大會, 問個究竟? 都幾好玩.
peter真的變了金手指? 當然不是, 金手指都沒有好下場, 我信. 唯有格蘭海姆的理論萬歲!!

10 Comments:

Blogger YeungYeung said...

Actually, I am still buying but the release of your article cost me much more to buy :(

12:02 AM  
Blogger peter said...

The stock has been falling to quite low last week for every friend to buy, you should have earned a lot la, lai!!
There will be not much difference if the stock reaches 4 HKD and above.

1:17 AM  
Blogger YeungYeung said...

If it gets cheap I will sell more other stock to buy it. Just one very minor issue I feel not very comfortable is its low ROE... but perhaps this doesn't matter much as it is just so cheap and the story is so great, isn't it?
I am greedy that I won't sell before it doubles ah, hehe.
Thanks for your recommendation. I just can't believe there is such cheap thing to buy even in this terribly bullish market.

5:44 AM  
Blogger peter said...

cigar butts 宜小注怡情,似乎阿lai買得最多, 肥過紅火豬, ha ha.
比隻933怪股讓大家思考吓, 係friend club 成員Sinny 提出的. 

1:12 PM  
Blogger YeungYeung said...

I have studied a bit about 933. But I don't spend much time on it so please forgive me if I am not correct or sound reckless.
It seems to be quite interesting that liver-related stocks like 1180 and 933 love to diversity their business so much.
Very cheap with plenty of cash without debt. High PE is not an issue but bad cash flow worries me.
And story worries me even more. For its clothing business, I prefer Goldion 533 far more.
933's brand seems to be not very famous and there are lots of other high class brands to compete with.
And it surprises me for having no website, despite it says it is putting more effort in promotion.
Its investment business is a slow-grower and I myself would neglect such.
Its health-care is the only hope for me. But up to now it is still just 'hope'. I am not able to find any fact/results showing it would be promising. Buying back stock is a good sign but not strong enough. I think due to its cash it won't be very dangerous to buy, but still quite speculative as there are too many hopes pending to be fulfilled.

6:22 PM  
Blogger peter said...

I totally agree with lai's remarks on 933.
Any opinions on 1172?

11:06 AM  
Blogger YeungYeung said...

It seems that there is very serious competition. It is not only losing profit margin but also big client. Such result in boost in inventory and bad cash flow. The management is really doing good job(but small) in reducing some of the cost... but the biggest problem is labour cost which is really big, and should be keep rising in that part of China. That may also explain why it can't compete well and lose client. The management keep giving big dividend without hesitation... Not good for very long term, but perhaps cheap and it seems to be much more down-to-earth than 933 that may worth investing when it drop a bit further. Yet, I would buy more 184 instead if I have more money, hehe...

6:47 PM  
Blogger YeungYeung said...

... or it may be already cheap enough.. not sure... perhaps more insider information is needed for me to judge further... any comments on my comments?

7:01 PM  
Blogger peter said...

I agree with most of your points, one point I want to add is 1172 has a bad mother, much money has been transferred to her.
I got my finger burnt by 1172, but have bought it again, hoping to win back something, not a good EQ decision. But as the price is too low, it is worth a bet, I suppose.

11:27 AM  
Blogger YeungYeung said...

Yes it may worth as raw materials price may drop and its situation may not get worse. And it is just so cheap but realistic.

Actually, I am hoping to improve my investing skills. Please feel free to give me comments/suggestions... my email address is s977491@netvigator.com

12:14 AM  

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