Monday, August 13, 2007

反彈欠力

全球股市雖云反彈, 但力度成疑, 美樓市已成危機之母, peter在未來幾天et專欄會有全面分析(或會搬了去要聞版, 請留意)
對於順豪系, 相信跌市仍會走強, 所以必須懂得分別超值股(物超所值)還是炒股(垃圾扮寶)

27 Comments:

Blogger panda said...

PETER :

281係0.47有好強的支持, 係0.49已經加碼, 但都有d擔心阿爺出手打壓樓市會影响埋281, 你點睇大陸地產股後市呢??

2:58 AM  
Blogger Isaac Chan said...

Hi Peter,
Any updates on #585 ? This one keeps moving downhill ...

4:51 AM  
Blogger peter said...

因分拆a股暫難成事, 281宜在低價慢慢失集.
the worst of 585 is over, but any good news would only come next year when another 3D cartoon is on show.

1:50 PM  
Blogger george said...

風高浪急,303已差不多回落至六月中急升前的水平,息率吸引。

7:38 PM  
Blogger Unknown said...

This comment has been removed by the author.

9:09 PM  
Blogger Unknown said...

Hi Peter,
will future propsect of 635 affected by Mattel toys "Made in China" recalls (wonder where is the Mattel's QC or production manager before shipment despatch or they even not random check by lab test before retail deliveries !?) Amercicans just try to find excuses to hinder China export, or their children later need to play Made in USA toys (hand made & expensive)

9:11 PM  
Blogger peter said...

635's QC won't be compromised. It doesn't has its own factory in China.
the news also hurt 303, besides the US consuming market may have problem, but it gives us good chance to buy cheap 303 and 635 shares.

1:10 AM  
Blogger gaubinfor said...

A good lecture on CDOs

http://www.inv168.com/phpBB2/viewtopic.php?t=40318

6:40 AM  
Blogger fourwong said...

tmnt出左dvd,係amazon的Bestsellers第五十一位,忍者龜好野.
今日自己都做左基本分析,睇左佢既dvd,四隻龜各有不同性格.
相信好多fans會買曬四隻龜,如果五個人中四個人係蜘蛛fans,一個人係龜fans,銷量經以打和,哈哈~

10:51 AM  
Blogger Unknown said...

Hi Peter,

What do you think about SIM Technology (Code:2000)

1. 52 week low
2. leader in mobile module design
3. Dividend rate close to 10%
4. Double digit revenue growth
5. Benefit from China 3G launch, ultimately. Note that the company is strongly focus on China 3G standard , TD-SCDMA

Interim result on 30 Aug

Will be appreciated with your view

1:27 AM  
Blogger Unknown said...

Morgan stanley have taken up about 100 million shares from president of Sim Tech #2000 @ $2.7x , since then it is sliding & comparing to thise telecom equip stock such as # 552 & #763, it is really dropping too much & could not see bottom

6:15 AM  
Blogger Unknown said...

已徹底沽貨了
大巿似乎跌到沒有底一般
這個環球效應似還要持續一段時間
大戶散戶骨牌式越驚越沽
儘管雪茄屁股是好
但既然也會受到拖累
還是決定暫不作任何持股好了

不知各位有何意見?

9:25 AM  
Blogger Bebeto said...

激成股價又低過nav,真係跌得有d過份.
買定搏佢俾人狙擊都搏得過.

7:44 PM  
Blogger Unknown said...

順豪系也腳軟了
全跌兩成

8:52 PM  
Blogger Commoner said...

These days, Shunho-related stocks drop most among stocks I study.

Such remind me of poor guys who bought Peter's share right on the day he recommend it.

10:06 PM  
Blogger george said...

短短兩星期,今年的大市升幅幾乎煙消雲散。今年見證了財富的急升暴跌,給了像我這樣的蚊型散戶上了寶貴的一課。

我猜測,股市的弱勢會持續好一陣子,理由是:1)在跌市恐慌下,散戶每見反彈即沽,遏止升勢;2)有好友買貨才見升市,而好友要有錢才可買貨,但又有多少好友能在大市初跌時套現、持盈保泰待低吸呢?

像Peter新春時謂,火豬年果然是波動的一年。

10:58 PM  
Blogger Bendog said...

To Commoner

其實股市又不是只開這一日, 市場先生今日出手低, 你可以唔賣嘛. 我反而覺得最近是一個好機會, 有閒錢唔怕勇敢d買, 最多坐一陣. 我今日peter推介的股票就$1買了599, $0.38買了281. 只看息率已知吸引啦

3:58 AM  
Blogger Unknown said...

冇錯! 其實跌市開始係有跡可尋, 只要去蕪存菁, 持盈保泰, 今日(17/8)係一個買平靚正貨的好時機! 599跌到0.98, 單計呢次派5.5仙已經超過5厘息, 和味!

5:19 AM  
Blogger XTC said...

彩星出了業績
http://main.ednews.hk/listedco/
listconews/sehk/20070817/LTN20070817316_C.pdf

6:08 AM  
Blogger Commoner said...

635, another trap to fans.

8:25 PM  
Blogger Worry Guy said...

Hi Victor, I cannot open the link for 635 Performance Report.

Peter,

635 業績公布後你有何睇法,基本因素有變嗎 ? 我尚持有 281, 635 及 184 全部都滿江紅, 184 跌去了 50%, 我於高位 8.5 追貨, 請指教現在如何是好 ? 你對這三隻曾推介的股份在目前有咩看法及對策可做 ??? thanks

1:40 AM  
Blogger Unknown said...

They are small cap stocks.
I hope you didn't allocate all of your investment fund in them. :(

7:15 AM  
Blogger peter said...

bendog 及chris, 股價無端大賤賣, 係長線買入良棧, 因為基本因素不變, 所以仍是愈低價愈抵買.
635話分拆, 真的有點無厘頭, 因為玩具方面仍蝕本, 不過當股價跌得太殘時, 又可一博, 看看聯交所有何理由批准它分拆上市.
現時應買一些持現金較多的公司. 不過, 周一似乎必定夾淡倉. 沽空了或周五低沽了, 都幾煩.

9:40 AM  
Blogger Commoner said...

On 26th March, Peter tell fans to buy 635 warrants, which is "攻守兼備".

Later, boosted by his article, the warrants raised terribly (50% up in a week).

Thanks to his fans, he must have earned a lot in this stock, despite the fact it is a losing money BAD company.

7:34 PM  
Blogger Unknown said...

No, Commoner, no one ask them to be a "follower". Neither did anyone forced them to invest money into those companies' shares.

There are tens of thousands of investment advise everywhere in the HK media everyday.

Some will tell you to take a long position on stock A whiles others might suggest you to short.

If what you written is your logic then I think you will have your hands full while trying to eliminate the so called 2nd tier advisers.

10:29 AM  
Blogger peter said...

I can't find anything from the blog of "commoner", it seems he follows only the worst parts of my investment only, haha. So while the others earn money, he is a born loser.
Peter was favourable to 635 because of the TNMT, but when TMNT was not very successful, Peter also had second thought, and the results of its toy part is bad though HKEX allowed it to be listed separately. Peter also had his fingers burnt on 585. "Commoner" should say he lost much money on 585 and suit peter for compensation, haha.
"Commoner", next time pls use other name, when you hide your tail and head, you have become a tiny TMNT yourself, haha.
So blogging is a very funny thing.
I find fun and not anger this time.

12:20 PM  
Blogger CyC said...

Hi Peter,

Any updates on #366? It keeps moving downward ($7.x now) No bad news was found...

9:13 PM  

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