Sunday, July 29, 2007

jr 最新指示

今日不僅要看mt, 還要看et的peter專欄訪問羅傑斯, 澄清一些坊間流言.

Thursday, July 26, 2007

調整開始

Dear all, HK market is an early bird, and so HK stocks fall first before Europe and the US. The subprime problem looks like spreading and the Yen reaches the 119 level, then the new house sales in US fall sharply, so as I have said in my Thursday column, the correction is coming. Besides fasten our seat belt, we can wait for bargain hunting. I don't think the game is finished, the bulls are stll alive. I am writing an essay on Afganistan, try to explain how the crisis game is going on. Cheers. Peter

Monday, July 23, 2007

「肥龍」暴升

今日最搞笑係大笨象嗰隻「肥龍基金」, 說明了已進入瘋狂時代, 正常人都係要小心一點好,
嘩, 隻635又坐火箭, 與peter唱好無關, 不過, 求救嗰啲失囇踪, 一些朋友說得好, peter要改善eq, 不用和無厘頭分子計較.
所以, 都話要再賣廣告啦, 一定要讀多幾次我本新書, 弄清楚長線和短線的分別.
peter發明咗一個新口號, 明天在et披露, 希望能說出大家的心聲.

Friday, July 20, 2007

M&A 真相

peter有感而發, 連續寫了兩篇有關拆骨剝皮和收購合併的雄文, 從多個角度介紹當前全球最熾熱的金錢遊戲, 分別在周六和周一在et刊登, 可配合mt專欄一齊看, 應有所得.
635分拆玩具上市被批准, 意味著玩具業業績將有改善, 股價回升合理. 接到好多求救信, 好彩建議可忍耐到中期業績宣布, 從走勢看, 635到底反彈時成交大增, 似意味著有好消息, 我想, 豈不是有人春江水暖鴨先知, 我們這個市場又談何公平競爭呢? 證監是否應向老美學習, 查吓有沒有內幕交易.

Thursday, July 19, 2007

阿伯布防

伯南克連續兩日在國會作證, 談經濟, 政治目的大於一切, 詳情請看明天peter在et分析.

Tuesday, July 17, 2007

中印都要泄洪

印度的經濟增長也接近10巴仙, 政府的經濟顧問題亦要提出眾多清熱之法, 包括「泄洪」, 與中國很類似. 在新興國家維持高增長時, 那些商品最受惠呢? 看 peter明天在et專欄的分析.
668業績比想像中好, 但派息不高, 現價合理, 當然好過tao heung啦!

Sunday, July 15, 2007

「中國製造」

周一買et, 可看到peter兩篇文章, 所以係最抵買, mt會再講管理層的操守對股價的影響, et專欄則會講對「中國製造」的多重心態.
現時, 我等待的是668的業績宣布. 由於事忙, 如見有宣布, 請代post上blog.
peter多friend就因為夠真, peter講的, 回答的, 可能不順耳, 但自信是苦口良藥.

Wednesday, July 11, 2007

美國變碧桂園

次按起風波, 但美國樓市是否很危呢, 我想暫時未必, 明天會介紹由於美元跌吸引不少英國人到美國置業, 說明了主要的泡沫是在倫敦而非紐約.
股市在高位玩過山車, 除了cigar butts之外, 宜多持派息高的股票, peter正增持某新寵待收息. 你估是什麼股票呢?

Tuesday, July 10, 2007

對沖妖怪

美股回吐, 巨企業績沒有想像中那麼好, 油價高企, 都是因素. 會否拖累港股, 是很有趣的問題, 近期港股升仍因資金太多. 事實上, 全球熱錢泛濫, 對沖基金失控, 請看peter明天在et專欄分析.

Monday, July 09, 2007

jr近況

jr一家 現時在新加坡, 他下月會去上海, 但無意來港度暑假, 令peter十分失望, 詳情請看明天et專欄. 他近日猛沽貨, 但仍持有在港上市的中國股.
電台又有巨變, 只是又一次證明管理架構的荒謬, 太多私人恩怨(3年前在mt專欄也罵過了但沒有收錄書中), 暫不多談但仍保留追究權利, 因為手上鐵證如山, 要令一些人永不安寧.

Saturday, July 07, 2007

下半年首選

發掘超值股在商務賣緊第四版, etp手上已完全沒有貨, 正在加印新幾版, 大家閱讀後知道是非一般股經, 請繼續向朋友推介, 在書展之中熱賣, 看看兩個月可以賣幾多版書. (最值租的係第三版, 知不知點解?)
下半年推介要出場了, 這是一門三傑的其中之一, 明天第一時間看mt吧.
叫得做下半年首選, PETER當然係信心十足, 及該股仍被市場忽略, 希望也為大家帶來好運吧!

Thursday, July 05, 2007

奇文共賞

"Dear all, sometimes, I think those low level dumb bells should be eliminated, sounds like Hitlar? sorry.The secretary of Mr. Ho phones to me again today asking why I had not issued a statement to correct her boss surname, as Mr. Ho is very upset about it. I tell her that I won't do that, but as a responsible journalist, I 'll write in the MT column next week correct it and apologize to Mr. Ho.I ask her if she has read my blog, she says no, and she even doesn't know about my new book, I ask her to buy one to her boss first and I'll pay her back, so that her boss can see what I have written about him and the company. She says she also attend the AGM but doesn't have any shares, I wonder if she has joined the vote that day.Anyway, in next year's AGM, I'll suggest Mr. Ho to fire her, who even doesn't know her boss is always badmouthed by a columnist, haha.Cheers."

Wednesday, July 04, 2007

愛恨日本

明天起開始發表一個日本小系列, 很多朋友都去過日本, 不妨多提些意見.
281幾聽話, 184 還在「自由行」, 散戶對散戶, 366繼續有獲利回吐壓力, 因為其他偽越南概念股登場, 於是一些dumb bell改買「概念新股」.
近期部分新上市股又有運行, 不妨留意那隻做藍球鞋的.it 一役後, peter好少談新股, 但好似每次都係好嘢, haha, 難道是知恥近乎勇?

Tuesday, July 03, 2007

忙中出錯

今天的mt忙中有錯, 竟然把何主席誤寫為郭主席, 下期在mt定必致歉, 印象中在星馬為基地的酒店集團都是姓郭的, 過去一向都知道184是何氐家族所有, 今次卻誤寫為郭氐家族.