Thursday, March 30, 2006

30 Mar 2006 - 中國消費股有再炒迹象

抽到2,000股湖南有色(2626),明天上市價好便沽出。今天$3.75沽出上週上市的中國建材(3323),玩票抽入,價已比筆者預期好。

之前說不少股票仍於買入價附近,風險不少,壓抑了筆者的購買慾;這兩天很多持貨股價拾級上升,如持有多時的保華集團(498)終亦大漲,風險相應減低。路勁基建前幾天升幅大,雖未達標亦以$8.2沽出,五天賺18%;轉買兩隻中國地產相關股越秀投資(123)和香港建設(190),此兩股在過去數月默默上升,屬強勢。

中國地產股比重漸增,還是二三線地產股,風險不少,要自己禁制再淨買入,股價一不對勁隨時沽出。

中國消費股沉寂一輪,再有起色,要留意再炒上。




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(Contact: micjacq@gmail.com)

3 comments:

Anonymous said...

Michael,

Do you have any suggestions on the consumption stock that you mentioned ?

I mean which company you preferred?

Marco

Anonymous said...

Michael,

Which bank you use when IPO?
You always get IPO, I always can't get it and I use boc bank.

LEO

紅猴 said...

Marco,

No time to evaluate during weekdays. Will do it in the weekend. I may miss some opportunities due to this, however, I still have to work for livings!

Leo,

The successful rate doesn't depend on which bank you use. It depends on the amount of subscription and sometimes by luck.

Redmonkey