2010首選升抵目標價
我２０１０年的首選股票川河(詳見hket.com12月23日的專欄), 周一輕易升上40仙樓上, 超額完成目標價, 獲利逾3成. 常游本blog的朋友們, 應早已買入川河, 飲得杯落. 事實上, 訂閱hket.com每年只花300多元, 過去一年閣下在這個blog所得到的, 已值得去捧捧peter仔的場吧, 是嗎? 我還等著你們每人都買我十本新書送給親朋呢！
我的friend club周日舉行了周年茶會，廣泛交流及選出了今年的至愛， 周二可到ｈｋｅｔ網站的專欄看看．
當然，周三頭條日報的拉濶投資， 就更是ｐｅｔｅｒ仔當前的龍頭專欄，今周將又有好介紹，不容錯過．
至於創富坊的節目由於形式有變，ｐｅｔｅｒ仔尚待適應，將不斷努力改進總結經驗，希望能做到易聽易明， 令電視機前的觀眾們都能如大家般成為精明投資者，不再受困於問number的層次．
我的friend club周日舉行了周年茶會，廣泛交流及選出了今年的至愛， 周二可到ｈｋｅｔ網站的專欄看看．
當然，周三頭條日報的拉濶投資， 就更是ｐｅｔｅｒ仔當前的龍頭專欄，今周將又有好介紹，不容錯過．
至於創富坊的節目由於形式有變，ｐｅｔｅｒ仔尚待適應，將不斷努力改進總結經驗，希望能做到易聽易明， 令電視機前的觀眾們都能如大家般成為精明投資者，不再受困於問number的層次．
posted by peter at 5:12 AM
26 Comments:
2368, not following my system and get puniched!
Lesson learnt again!
Brother, your influence on my trading is big! :-)
yeah, 小弟的川河都己經升了不少, 雖然未有三成, 但都可以過一個小肥年
seeing how 2313 flied 7 times in a year, I only sell 10% of 2368 recently. Seems big accounts keep collecting this stock.
何時有書出呀, 實同你買夠一打!
標哥,一知道你喺et.com開檔,立即訂閱,281當然冇走雞!
s
I sold 70% of 2368 and still keep 30% as long term investment.
Thanks Peter for the great investment advice!!
My pick of 2010 is 393. I hope it will shine when it announces result in Apr.
thank you for your year pick, 281 and 2368. you are great !
多謝各位的支持, 281和2368都表現良佳, 試看258何時接力, 這可能要問大摩了, 哈哈, 佢咁多貨出來沽, 都好煩.
大市要調整, 回落便是買941的機會了,留意peter的頭條日報專欄.
新書希望在四月可完稿, 書展時出版. 到時要大家更大力支持!
從IT 界看中移, 先生今在頭條的中移動帝國反擊戰, 其實早在公報中移動負責開拓國產TD制式網絡，一直看好它及一直持有, 更早前(在未公報重組前)公司的IT 同事更上北京和中移管理層交流,發覺他們很有遠見,早預知他們會開發這新系統,主要好處是傳送容量大及可在高速火車上不會像其他网絡上不列線及斷線,眾所周知中國正發展高速鐵路网,自己的制式也是戰畧性的國策一環.其實中移是國家刻意栽培.前景不可小觀.
標哥,過往258同281股價相差唔遠,最近變得更加落後,近排內房股受壓,耐心等代更平嘅湯臣股價.
Hi Peter,
How to join your FAN CLUB?
如何參加你的 FAN CLUB?
David Wong (davidwong_hongkong@hotmail.com)
我都有258，3.55買的，支持你。
剛剛於上星期放晒天業節水(840)同埋北控水務(371)呢兩隻持有左半年0既水股，執左唔少，正準備將呢筆本金連埋部份利潤都押注落湯臣(258)身上，支持標兄你﹗
258今年基本面完全脫胎換骨地轉好，而且今年盈利能見度高，真係唔明點解仲係呢個低價﹗
中國內房股近期受制於新一輪調控, 258表現已不算差, 當然, 281的售樓政策更符合國策, 兼且少年股神恢復威力, 故處於強勢. 這也是我選281作為全年首選的主要理由.
或者, 我今後少些談258, 耐心等候宣布業績便可以了, 到時希望大家都有復活節的感覺.
FRIEND CLUB IS AN ENGLISH SPEAKING SOCIETY, AND THOSE WHO WANT TO JOIN MUST APPLY LIKE LOOKING FOR A JOB, WITH A FULL RESUME SENT TO ME.
AND you have to USE YOUR COMPANY EMAIL ADDRESS WHEN YOU SEND IN YOUR APPLICATION FORM. ALL DATA ARE ONLY KEPT BY ME FOR REFERENCE.
APPLICATIONS CAN FIRST SEND TO vitustsang08@gmail.com
All members must do their homework accordingly, about once a month.
So only very sincere perosons who agree to the principle of to learn and to share, and who agree to study Peter's works shall join.
Even if don't join, always visit and leave messages to this blog or to my columns,give me support aand are dare to give your opinion and let me share, you are consider as my friends too!!
Hi Peter,
I have just subscribed hket for a year for watching your analysis.
Thanks again for your recommendation, especially the greatest 2368. I have earned more than 2 years' salary from it!
My latest pick is 393. It is a Chinese consumption stock which extremely few stock analysts talk about it. It has as much as $900M net cash in hand, and the profit in 2010 will likely rise several times with expected dividend as high as 9%. Please give me some advice though I think you are busy. Thanks.
Raymond:
how do you know that the profit in 2010 will likely rise several times with expected dividend as high as 9%??
旭日(393)持有8.9% IT(999) 。去年IT股價下跌，引致旭日去年下半年大額撥備，是去年業績倒退原因。今年IT股價上升，將會增加盈利$100M。
今年中期盈利倒退，而下半年經濟改善，預期下半年業績回升。
另外集團擁有澳洲業務，澳元於期內大幅升值，令盈利上升。
估計全年核心盈利與上年相若，達$400M。全年盈利$500M，預期市盈率6倍，如扣取淨現金只4有倍。
旭日(393)的派息紀錄， 05年至07年有特別息，08年沒有派，相信是因為金融海潚。如今市場復甦，極有可能再派特別息 。預計末期息13.11仙，特別息１０仙，加上中期息４仙，全年27.11仙，9厘息。
2009/12中期息４仙
2008/12末期息１３﹒１１仙
2008/12中期息４仙
2007/12末期息１２﹒２４仙，特別息１０仙
2007/12中期息３﹒５５仙
2006/12末期息１２﹒２４仙，特別息１０仙
2006/12中期息３﹒２仙
2005/12末期息１０﹒９仙，特別息１０仙
2005/12中期息２﹒９仙
我基本上同意RAYMOND對393的分析, 它有派特別息的習慣, 近期的走勢亦不錯, 看來, 全年業績會有較大改善. 可候股價稍回吸納,或在業績公布前上車.
Thanks Peter gor! My target of 393 is above $4, so hope for more than 30% profit from existing price. I am waiting to see if 393 will 發盈喜^0^!
標哥,青姐之前提及湯臣,據文章所言,湯臣每股值7元,現金有18億,總資產值12元以上,比現價高大約4倍,湯臣成立於1980年,今年週年紀念,她都覺得好多上市公司鐘意喺呢啲日子送禮物,可以諗諗!
《大行報告》麥格理升旭日(0393.HK)至「跑贏大市」，目標價上調至3.6元
1月 25日 星期一 09:57
麥格理將旭日(0393.HK)(0393.HK - 新聞 - 公司資料)評級，由「中性」升至「跑贏大市」，目標價由1.7元上調至3.6元。
該行表示，旭日因價格戰平息，內地業務銷售自去年第三季起改善。澳洲同店銷售仍疲弱，但強澳元有助減低影響。整體毛利因內地及出口而改善。
for textile stocks, i have two options which we can further study. 311 and 420.
Hi Raymond,
At what price you are planning to buy 393 ? Thanks !
Support 311. It would revive soon.
Hi Chanlesade,
Existing price is good entry point! I have already bought it.
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