Tuesday, September 11, 2007

dead cat bounce

美國股市幾好樣, 升百幾點, 人們估減息有利經濟, 亦認為消費者會繼續消費. 但樓市數據隨時又會改變人心.253貨收得更緊, 今日又見ubs大旗手, 接著各類炒盤湧上, 追入you think you, 勿賴peter, 我也沽剩很少量,隨時全部散水,三個月升咗一倍不貪心了.大陸通脹,港股及涉中國股受制, 湯臣系屬於正常回吐,已在mt講明,暫較看好湯臣.玩具股處於中美風暴之前,宜小心.不過,635理論上無工廠係內地, 會否屬於made in HK 呢?布殊和拉登會講和, 你唔信就看看我在et的分析

14 Comments:

Blogger george said...

巴菲特已在八月底再度減持中石油

http://sdinotice.hkex.com.hk/di/NSForm1.aspx?fn=20279&lang=ZH&dia=Y

http://sdinotice.hkex.com.hk/di/NSForm2.aspx?fn=74756&lang=ZH&dia=Y

7:15 AM  
Blogger peter said...

I think it means it will continue to unload at high prices, hopefully oil price has risen to record high

11:54 AM  
Blogger Unknown said...

他只要在$11左右再減持約1,360萬股, 就可以「零成本」了.

6:37 PM  
Blogger 火火火人 said...

Have a look of latest news of 813.

http://forum.xinhuanet.com/detail.jsp?id=47145910&agMode=1

I think Mr. Hui could obtain land at very low price (especially very very large piece of land(22557亩+4100亩, 1亩=100m2)....

But, what I cannot understand is P/E of 2777 is 50, 813 is only 25.

1:23 AM  
Blogger Eva said...

PETER 您好,
我之前在0.495入了威華達的貨, 可是我升到破5毫時又沒有收割....現在剛看業績好像不太好(我也不太清楚)... 所以想向您請教應該怎樣做... 謝...!

5:52 AM  
Blogger Matthew said...

253 出左業績

equity 近30億,但股價市值只係6億

seems very attractive

唔知peter 點睇順豪系今晚既業績

8:08 AM  
Blogger Tony Wong said...

順豪資源<0253.HK>公布,截至今年6月底止上半年業績,錄得純利1.68億元,按年大幅增長920%,每股盈利69.4仙,不派中期息。

期內營業額9957.7萬元,升15%。(de)



順豪科技<0219.HK>公布,截至今年6月底止中期業績,錄得純利3.35億元,按年增長9.2倍,每股盈利73.35仙,維持不派息。

期內營業額9957.7萬元,按年升15%。(wr)


華大地產<0201.HK>公布,截至今年6月底止中期業績,錄得純利6.69億元,按年增長14.4倍,每股盈利12.17仙,維持不派息。

期內營業額9963.7萬元,按年增長15.1%。(wr)

6:20 PM  
Blogger mbwang said...

中國汽車股選哪一隻? 分析指未來兩年中國汽車內銷增長理想,您看法如何?

3:07 AM  
Blogger mbwang said...

認同您對622的看法,公司股價未能反映所持港華煤氣股票巿值,也沒反映電廠價值,但公司股價一直低迷, 您認為原因何在?

3:14 AM  
Blogger mbwang said...

持有1818及2899已有一段時間,正準備出售,但您開始收集? 雖然金價可能再上,但對大巿後巿沒信心,準備離場,先走有錢賺的,622最後才走!

3:30 AM  
Blogger peter said...

Gold price is still bullish, should only buy 622 when it falls sharply, we must be careful of the 1168 family.
The 253 family is much more transparent to similar company 184, yet, it seems that the boss is concentrating on chasing the speculators away from 253, let's see if he can succeed.
If you have the time, you should often visit ebon.com.hk to see what a good company is.

12:27 PM  
Blogger fourwong said...

2007/09/19 Housing Starts (Housing Starts and Housing Permits)

2007/09/26 Existing Home Sales

2007/09/28 New Home Sales

今個月餘下既樓市數據,睇黎peter都唔睇好新舊樓銷售表現.但我想問19號個數據重唔重要?還有,月尾基金回贖潮會否進一步打擊市場信心?請peter解畫,指點後me think me.

10:46 AM  
Blogger Digital Analytics Learner said...

Peter,
Your past recommendation is doing very good today.
Both 984 and 1818 raised a lot!!

11:08 AM  
Blogger peter said...

我寫了篇英美樓市文章回應格老, 試圖解釋為何樓價未暴跌.
1818和2899都很好, 金價要破位了, 若有留意我每日的專欄應該捉正.
984業績良佳, 股價勁升好應該.
留意184本周五宣布業績,看看會否識做一點, 對小股東有點兒交待, 否則...

1:35 PM  

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