Wednesday, December 09, 2009

美元反彈&else

美元終於有較象樣的反彈, 一切都是借口, 主要還是由於超賣, 正常的大型反彈應有1000點子, 但今次恐怕不能. 所以在頭條日報話要外遊就好趁好價換多一些外幣.
金價跌到1120水平, 下個心理關是1100, 之後是1060, 我認為現時已經是增持的好機會, 多國金融危機必定對金價有利, 要跌至1045以下? 機會微.
多謝rocky兄, 我周二上午買了一些912博好業績, 下午和周三順利沽貨套利, 業績好靚仔, 不過我的性格總是賺不盡, 有三成以上利潤都幾神奇, 暫已無貨. 不過, 升上1.5元也好合理, 如果有機會回落會再玩少少.
過兩日便會去汕頭, 參觀2368的實驗室, 正式開始著書. 希望不要有冷空氣來!
近日仍然有玩銀基同埋波斯登, 仍然強勢, 信心係有的, 但都算是高追, 暫不予推介.
258同281繼續玩上落, 唔錯.
對隻3330不死心, 總算玩得不太差仍有微利, 而看來, 已從超級弱勢轉過來了. 只賭佢煉金唔再蝕.
架車仔回吐壓力大, 雖然我重有貨, 但都唔敢看好了.
大市調整係正常, 手上多是強勢股兼且還有現金, 愈跌愈增持, 反彈就局部套利, 保持子彈充足.
為了新書正努力增加聲勢, 稍後會有更多新搞作, 希望大家到時繼續支持.

10 Comments:

Blogger Andy Yan, CFA said...

Brother,
Thanks for your sharing!
I almost cleared all my stocks holdings, except holding 308, which is bought quite cheap.

912 last 3 years were presenting nice EPS, can study more. But I will not buy at this level from pure techinical persepective.

Gold should be difficult to drop through below $1040, the buy price of Indian Govt. Right? :-P
Otherwise, potential political shock! haha!

Have a nice trip to 2368! :-)

6:28 PM  
Blogger Rocky said...

3998 點解俾人勁沽既?業績又唔係太差,PE同息率又唔係太差,點解點解?(申報:冇貨,但係有錢的話都想買)

1:16 AM  
Blogger beimian3006 said...

1225會唔會再上返啊。。。?個市跌咗四日,有d怕。。。唔知放定唔放。。

2:05 AM  
Blogger ken said...

Dear Peter:

Could you evaluate the values of these stocks, please?
Thank you very much !

0827.HK玖源集團最新價: 0.150
0.005 (3.45%)

0362.HK中國天化工最新價: 0.247
0.008 (3.14%)

7:10 AM  
Blogger elvis said...

各位Bros,

http://www.hkexnews.hk/listedco/listconews/sehk/20091210/LTN20091210023_C.pdf

LEAD HONEST MANAGEMENT LIMITED擬進行之可交換債券發行、股份買賣及股權遠期, 對246.hk有什麼影響???
請賜教.

7:15 AM  
Blogger peter said...

ELVIS, 係246大股東想套啲現. 佢唔係管理層, 算係幕後操控. 管理層都係專業人士.

ROCKY, 3998每股賺唔夠一個仙, 派息港紙有四仙, 市場有人唔喜歡佢啲新發展仍然蝕本, 不過, 通常都係下半年大賺, 滿手現金肯派高息同埋有發展概念, 我樂於低位增持.

ANDY, 912SHOULD BE A GOOD TREASURE EVEN FOR SHORT TERM FOR YOU HAHA!!

9:24 AM  
Blogger To To said...

Dear Peter,
852 半年多賺11倍, 點解俾人勁沽既?業績又好好,PE同息率又唔係差,點解?(我 $ 1.25入咗貨, 應該沽貨嗎? ) Thanks a lot for reply

10:06 AM  
Blogger To To said...

Dear Peter,
852 半年多賺11倍, 點解俾人勁沽既?業績又好好,PE同息率又唔係差,點解?(我 $ 2.15入咗貨, 應該沽貨嗎? ) Thanks a lot for reply
(Amemdment)

10:45 AM  
Blogger Andy Yan, CFA said...

Brother,

You give me a big hat la! Let's try play play 912. See if I can treat you afternoon tea!
hahahahah

6:48 PM  
Blogger Unknown said...

"架車仔回吐壓力大, 雖然我重有貨, 但都唔敢看好了."


hi, Peter, 你所指的車仔是1225嗎? 唔敢看好是指長線定短炒, 因我有貨....lol

5:45 PM  

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