Sunday, April 23, 2006

23 Apr 2006 - 唯冠國際(334)搏反彈;香港經濟日報(423)會否受到港交所(388)般待過?玖源生態(8042)肥料股追落後

唯冠國際(334)主要業務為設計、製造及銷售電腦顯示器、製造及買賣電腦顯示器零件及配件。之前幾年業績不大穩定,上月公佈中期業績理想,似修回正軟,預期全年每股盈利$0.3,目標PE10即股價可達$3。股價剛由$1.88下跌至$1.66,即50天平均線,或有支持可搏反彈,可訂止蝕價$1.56。

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香港經濟日報(423)自公佈理想中期業績後股價谷底反彈,拾級而上,一直以50天平均線為支持,現價$2.15,50天平均價為$2.1。香港股市牛氣沖天,除港交所(388)得益外,股民對財經資訊的渴求將為香港經濟日報(423)帶來更多生意,經濟向好下廣告收入亦會增加;風險為佔廣告收入一定比重的上市公司通告將於不久將來取消強制於報章刋登之規定,為未來收入帶來負面影響。若以$2.1買入,目標價可訂為$3,止蝕為$2。但投資此股或要有一點耐性!

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玖源生態(8042)公佈業績後股價從$0.94下跌至低於$0.7,股價於$0.7有支持,之後拾級而上;最近同為肥料股的中化香港(297)世紀陽光(8276)現強勢,玖源生態(8042)相對仍落後;現價$0.8可買入,止蝕可訂$0.7,以最近公佈的每股盈利$0.11的10倍PE計,已可值$1.1。

(Contact: micjacq@gmail.com)

5 comments:

Anonymous said...

hi michael,

haven't visited your blog for long time. I spent sometime reading the book from Jim Rogers that you recommended recently. I think it's quite interesting... but, we might need to do more research to check the investment timing as the fluctuation is quite scaring (sometimes..it will reach 30-40%).

Among those commodities, I think sugar is quite interesting (it's highly related to oil price). Here is the useful info of sugar future and market information, share with you and your readers...
http://www.czce.com.cn/Article_Special.asp?SpecialID=20&SpecialName=%B0%D7%CC%C7%D7%A8%CC%E2

Anonymous said...

MICHAEL,

903現價OK嗎?
我亦想買257 & 416,等回落定現價可入?

LEO

Anonymous said...

小弟..
同michael 都入左2662. 不過佢有d 令我失望. michael 佢就黎跌破你既止蝕.你有咩高見?
Thanks.

Anonymous said...

michael~
中國地產股今日調整~
我心水有 588 1109 2868 917
其實2006 北京 or 廣州地產好睇好d 呢??
之前你推過 1109..係咪 1109 最好呢
688 我仍然覺得貴...
thx~
ming

紅猴 said...

addison,

Thanks for your information. Agree with your point about fluctuation. Therefore, I have alerted in my article dated 23 Apr that "(注:於商品牛市,商品價格上升期間,不會只升不跌,中間必有波動,短線者尤要小心注意!)"

My major investment in commodities are "Merrill Lynch MLIIF World Energy Fund" 及"MLIIF World Mining Fund" for the sake of diversification and better management by expertises who know the commodities market well.

Leo,

The technical trend of 903 is not good at all (broke all the 10,20,50-day moving average). But, it is still a fundamentally good stock. You can buy at current price. But to play safe, you can set cut-loss price at $7.8, which is the recent lowest price marked in early March

Kelvin,

I have cut-loss 2662 yesterday.

Ming,

588 is too weak even in the booming of Chinese Property Stock.

I prefer buying 1109 at current price, looking for rebound, as it just hit the 50-day moving average. Anyway, cut-loss price should be set.

Remark: 摸着石頭過河,嚴守止賺止蝕,才是股票市場生存之道

Redmonkey