2006年1至12月瀏覽人次：超過100,000
恒生指數及國企指數分別跌至20天平均線支持；上年11月回吐時國指能守20天平均線，恒指則跌至50天平均線才獲支持，今次即管看看怎樣。
(按一下下圖可放大)
雖然建設銀行(939)及中國工商銀行(1398)今天未分別跌至$4.6及$4.5，但裂口已補，20天平均線已到，所以筆者亦分別以$4.62及$4.55買入，如昨天所說，再跌止蝕，反彈向上則長線持有。另外亦換一換貨以$8.91買入中國海外(688)；以$4.61沽出中國遠洋(1919)，賺$8,460；以$8.36沽出哈爾濱動力(1133)，蝕$340。
(Contact: redmonkey@redmonkey.hk)
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10 comments:
Dear Redmonkey
想問下你對IT(999)點睇呀...好似有幾多基金持有?
Brian
Brian,
The brand awareness of I.T. is good in HK. Seems that its local business is good also. Aggressive with fast expansion plan. However, its stock price prospects should hinge on its overseas (including China) expansion and business of its newly-built own brands (Chocolate and Venilla Suite)
Esprit should be a good example. So are Zara and H&M. However, in the process of brand and identity building of fashion business, many companies also fail. I.T. has potential, however, I wonder the acceptance of I.T. fashion in China and other countries (as I am not a expertise in this area).
On the other hand, I.T. is still in the early stage of overseas expansion. Overall speaking, still has many uncertainties.
By the way, historic PE of 10 is fairly priced now.
Redmonkey
Hi Michael
想請教吓.....1389民安控股你點睇呢？
本人在高位$3.35買入....到依家都唔知應唔應該止蝕好！
Thanks
Wing
Wing,
之前也曾提及，1389是偽中國財險股，因業務還需很多年才見規模，2328才是真中國財險股。
1389的Expected PE是30；2328是20
若投資，Sell 1389 and Buy 2328
若投機，於自己訂的止蝕位沽出，看圖$2.5是重大支持
Dear Michael
想問..中國燃氣384你點睇呢？
本人在高位$1.75買入....到依家都唔知應唔應該止蝕好！
Thanks
Carol
Hi Micahel
I would like to ask what is the PB ratio now of 11 and 23~?
and where can I find the NAV of a stock? I wonder the information of NAV provided by yahoo is accurate or not.
Thanks for your info!!
Hi michael,
3323 中國建材 ..想問下你對佢有咩意見?
worth to buy?
thanks.
Susan
Carol,
中國燃氣(384)透過收購，已有55 個燃氣項目；股東陣容包括鄧普頓、荷蘭開發銀行、新加坡政府基金及阿曼油公司等，資金充裕。上月，正式經國家商務部批准，成為內地第五家獲得天然氣進出口權能源企業。
中國燃氣(384)以管網建設收入為主，賣氣為副，其管道接駁2,400 萬人口；透過收購盡量覆蓋用戶層，等市民消費收入改善，長遠售氣增長取替鋪管成為主要收入。
此股志切成燃氣龍頭，慨念十足，預期業績透過收購增長，以今年預期PE25計，可達$2。
短期因廣東省取消燃氣公司接駁費收入，增加其他省效法的風險；加上此股志切成燃氣龍頭的慨念已炒了一段時間，但股價升幅不大，筆者擔心有隱憂。
Redmonkey
The data in Yahoo! Finance is not always updated.
From newspaper articles, there are estimation of PB of 11 and 23 as 4.8 and 3 respectively.
Redmonkey
Susan,
EPS (2007) of 3323 is $0.39. Can be benefited by increasing construction works in China. Expected PE can be 15 or above.
Still in upward trend. But beware of the 50 Day Moving Average.
Redmonkey
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