Sunday, May 13, 2007

淡友點死!

呢兩三晚如果沽空咗期指或買咗put 輪, no good sleep, 看勢頭, 周一有可能高開500點或以上, 斬倉盤投降盤屍横偏野.
其實, 一些垃圾國企周五已偷步升, 看來, 這類垃圾短期內仍有運行, 長遠是點就you think you了.
江銅雖H股折讓大, 但不算垃圾, 兼且金屬價有企穩跡象, 若周一升得不多(2至3%), 可短線一try.
MT 交稿時來不及跟qdii, 所以還是講兩新寵, 為它們占卜前程. 但由於資金集中炒藍籌和國企, 三四線恐怕誰也唱不起. 所以凡見大升市, peter的股票通常跑輸, 不過, 長遠來說, 就緊係跑羸啦.

38 Comments:

Blogger Bebeto said...

曾生在今日的mt解釋得非常清楚,很厲害.
現在的酒店很值錢, 閒閒地都要40倍pe, 早幾天冠中(193) 增持"財神" 都大概40倍pe.
相信今次184被踢爆後想再收埋都幾難! 但短線好像升了很多很急,但我仍等低位再增持!!

另想請教peter怎看367, nav大幅折讓, 手上的資產也不錯, 又見公司發展積極. 但小弟經驗淺, 不識看是不是好股, 想問一問peter怎看! 謝謝~~

11:35 PM  
Blogger tee said...

Peter once said 367 was a good company , but a bad stock .

3:33 AM  
Blogger Digital Analytics Learner said...

今日想追江銅又唔敢, 睇住佢勁升. Peter o的股前排咁勁, 今期可能要讓一讓........

9:07 AM  
Blogger peter said...

367sometimes a good stock(when a stock can rise, it is a good stock), but definitely a bad company, I've said I sometimes trade this stock myself for its high NAV, but would not recommend it.
Yes, it is the time for some underperformed rubbish H shares to rise in this moment, I buy two as short term gambling today, bad eq, haha.

11:23 AM  
Blogger andrew460 said...

PETER兄,我諗極都唔明,點解激成大股東如想私有化的話,唔在去年或年頭股價低位時去做?好似現在PETER發現到激成是寶藏後,股價已升了許多,若要私有化價錢一定要更高去吸引其他股東贊成,現在你認為佢地下一步會有什麼對策?又點解有咁好條件下唔正正經經做好間公司,將激成發展下去?小弟股齡尚淺,求知慾強,懇請PETER賜教!

10:39 PM  
Blogger kennethchowkayiu said...

Peter

依家既股市其實已經很泡, 你點睇個後市呢?
我手上既江銅同一d垃圾中資股已經升左好多,
係時候收割離場嗎?


635, 184 都係你推介既心水愛股,係現價水平,你點睇兩股前景呢?

11:32 PM  
Blogger bbaeric said...

冷門上海地產股川河(281)急升

2007年05月15日 14:44:46

冷門上海地產股川河(281)急升15%,至0.51,成交2000萬元。此股急升,可能與專欄作家標叔叔不時推介有關。

from quamnet.com

11:56 PM  
Blogger bbaeric said...

川河(281)狂升由冷變熱

2007年05月15日 15:52:03

川河(281)今日狂升29%,已經由冷門股變成熱炒股,現報0.58,成交增至3300萬。

from quamnet.com

12:57 AM  
Blogger adyzhu said...

收市是0.61拉,最后10分钟好疯狂。
ERIC请问你在quamnet上是付费用户吗?怎么可以看到这些信息的?

1:14 AM  
Blogger peter said...

我想係俠女要面子吧, 說笑而已!
現時進入亂炒時代, peter可能貼隻最垃圾的都升, 不過, 定啲泥, 唔會做咁的衰嘢, 要做散戶舊世主, 哈哈(become craze again)

5:09 AM  
Blogger Ricky said...

但湯臣還有希望嗎?

5:25 AM  
Blogger kennethchowkayiu said...

This comment has been removed by the author.

5:29 AM  
Blogger adyzhu said...

kennethchowkayiu:
甘都得,你牛!

6:51 AM  
Blogger Unknown said...

This comment has been removed by the author.

8:03 AM  
Blogger george said...

kenneth, 你真有趣

害我還以為自己沒留意股價,haha

8:04 AM  
Blogger kennethchowkayiu said...

This comment has been removed by the author.

8:16 AM  
Blogger  said...

Peter,

恭喜你! #281 超額(>20%)完成, 想唔俾人話金手指都唔得。

閱讀Peter專欄,見你近來喜歡重溫愛股表現, 唯獨沒提及#1818, 蓋此股近日表現不濟, 未知是否有何利淡消息?

8:21 AM  
Blogger omega said...

哈...我eq低...捕捉唔到今日281既升浪...

8:58 AM  
Blogger peter said...

ken 仔真係好離譜.
看我本新書會有關1818的後記. 暫時還要待, 價值投資者要有點耐性.
百麗和另一隻零售股就來上市, peter正在找影子股, 看看你猜不猜中peter的心水.
金手指係亂點, peter點會亂點!

11:48 AM  
Blogger kennethchowkayiu said...

This comment has been removed by the author.

2:20 PM  
Blogger Bebeto said...

謝謝Peter的分析~
請問Peter的新書會幾時出版?很期待!到時一定捧場!

之後還有沒有計劃再出新書? 會不會寫對時局分析的書呢?

6:33 PM  
Blogger kennethchowkayiu said...

Peter

金手指係稱讚你有'點石成金'之力,
絕無眨意, 請不要誤會啊!

幾時搞番個新書發佈會, 等我掃番一百幾十本,話唔定有peter親筆簽名果d
回報仲好過184 同 281 呢!

7:10 PM  
Blogger bbaeric said...

川河(281)昨日狂升後今日要抖抖

2007年05月16日 12:15:45

川河(281)昨日狂升三成,今日要抖抖了,現報0.57,跌7%,成交1400萬。

from quamnet.com

9:45 PM  
Blogger peter said...

ken仔, 如係石頭, 就唔會變成金

10:15 PM  
Blogger kennethchowkayiu said...

Peter

635股價每況愈下, 下星期warrant到期後
真係能夠否極泰來嗎?!

12:16 AM  
Blogger gordon said...

Peter,

#635繼績下降至HK$1.03,似乎要下降至HK$1.00水平,是否要窩輪到期,才有升幅,請指教。

12:20 AM  
Blogger andrew460 said...

我諗係因為認股証到期兌換價係$1.03的關係吧!相信只少都要等到期日5月21日,股價先可以自由行,唔知有無估錯呢?
如果無估錯,今天635曾低見$1.00,係一個大手買入好時機!

1:16 AM  
Blogger adyzhu said...

今天是有1.0,而且买盘有26M,不过一下子就没有了,要查查交易历史纪录才知道。不过1.0只有一瞬间,等我反应过来,都升回去了。

2:36 AM  
Blogger Unknown said...

I bought 635 at 1.02 today and waiting harvest!!!!!

6:42 AM  
Blogger  said...

Peter, 210乎?
百麗+walker shop影子

6:55 AM  
Blogger peter said...

Daniel, I am not thinking of a department store which has operations in the mainland too.
The downside of 635 is very limited, though I am a crab myself now(after winning the first round when we all think the TMNT is very successful, I jumped after the second week but buy back at around 1.08 after dividends).

11:48 AM  
Blogger kennethchowkayiu said...

Peter

黎緊呢期mt你會同我地講邊隻心水愛股啊?!

6:16 AM  
Blogger adyzhu said...

吾講你知,等你心思思。

6:51 AM  
Blogger Eva said...

Peter, 您好~! 在這個BLOG 真的學到不少東西~ 也跟您賺到不少~ 謝!

其中我又有買一隻1218, 雖然您好像叫過我地唔好跟您 "癲", 但我又唔聽話~ 現在1218停了牌, 不知搞什麼東東呢?

7:32 AM  
Blogger peter said...

Danial, 昨晚一時錯手, 應該是一隻也在內地發展百貨業的公司, 這是我近日最留意的股票.
eva, 1218正牌衰公司衰股, 我一提就被朋友們喊打, 想不到你竟敢買, 看來, 今次有好消息, 不這這種衰股, 賺了便算, 唔好再玩, 我也戒了, 雖然未係佢身上未輸過一次, 但也見有某友先羸少少, 後輸得好勁.

8:03 AM  
Blogger Unknown said...

Hi peter, how can I value 635? What is your target price? If they spinned off the toys biz, what is the influence of 635 and 635 will become pure property investment company?

8:41 AM  
Blogger XYZ said...

is it 0017?

5:07 PM  
Blogger Ricky said...

113??

6:15 AM  

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