淡友有難
阿伯突減息半厘, 道指急升300餘點, 香港明天估高開400點, 淡友今次慘了, 不過, 阿伯討好市場, 不會有好結果.
衰退只能延遲, 不能阻止, 信唔信隨便你, 我估格老也會表示有問題, 雖然佢一向維護接班人, 今回新書出版, 要劃清界線了.
衰退只能延遲, 不能阻止, 信唔信隨便你, 我估格老也會表示有問題, 雖然佢一向維護接班人, 今回新書出版, 要劃清界線了.
posted by peter at 1:39 PM
Tuesday, September 18, 2007
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11 Comments:
Peter,
Would like to discuss on my view towards interest rate cut:
1. short term benefit to market
2. not able to cure the subprime mortgage issue
3. inflation increase
4. yen raised
The effect on stock marketing will not be long lasting due to yen appreciation. and the inflation will trigger fed to have further rate cut. I'm perssimitic on US market, while, optimistic on HK market, seems, HK market still attractive to the globe and chinese ppl.
EC
I agree with most of your points, pls read my column at ET on Thursday.
巴菲特又再減持, 不計股息, 已經是零成本. 不知是否中石油已經到價, 社團壓力, 換馬, 還是另有目的?
川河<0281.HK>公布，截至今年6月底止中期業績，錄得純利1.21億元，按年升20.6倍，每股盈利4.64仙，維持不派息。
期內營業額3.43億元，按年升78.4倍。(wr)
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香港 (XFN-ASIA) - 湯臣集團(258.HK)截至今年6月底止半年業績如下: 純利 1.61億港元 / 上年同期5,217萬營業額 2.52億港元 / 上年同期1.93億每股盈利 12.18港仙 / 上年同期4.12港仙不派中期息 wkp/ec AFN
This comment has been removed by the author.
If you think crude moving up should boost 857, then think twice:
windfall tax - there is a 40% tax as oil above 60/barrel. Since 857
refines 95% of its own oil, only 5% can benefit from the higher and higher oil price. ( 883 benefit the most on higher crude - every $1
means 2% more on earnings)
So, warren is a rational investor and selling is reasonable to him.
But the mkt is always irrational in the short term, so hurray to the
speculators.
For me, I am selling into strength (if you got it at around 11, sell around 13 is not bad for short term profit already!!)
184出左業績啦!!! 好似是好好! 是嗎? PETER真係勁!
184 匯兌收益多了二千多萬，佔增加業績的一半，但是所持的貨幣(歐元、加幣、英鎊等)仍在升值，其他東西好像無可挑剔...
業績真是很好!
Peter,
I have a quick check on 184 intrium result.
It have nice result with EPS 37.4 cents but divident is only 5 cents. A 14% divident is a shame.
184是一場持久戰!! 把部份股票過戶自己名字, 明年一起出席股東大會吧, if it has not been privatized yet, haha!!
我是用恒生買賣股票的，如果想出席AGM，只須書面通知證券部便可以了，不用特地轉名的。手續不繁複，所以大家應積極出席AGM啊。
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