Sunday, May 18, 2008

18 May 2008 - 紅猴股票評估:傳媒出版股

「紅猴股評」(www.redmonkey.hk)
「紅猴股票估值表」(分門別類)(按此)
TVB「財經透視」「中資高峰會」(2008年4月13日至5月18日)(按此)

投資組合自2005年12月14日成立日計至今回報:163%
2006年1月至2008年4月瀏覽人次:超過603,500
2006年1月至2008年4月瀏覽頁數:超過884,000


捐錢賑濟中國地震災民

不要去問自己的一點一滴捐款是否微不足道,幫得幾多得幾多,不要去找任何藉口欺騙自己不捐錢!因市面已有很多捐款途徑,不能盡錄,找個信得過就是!亦因市面已有很多有關報導,亦沒必要於此重複一片!感受?不用多講,沒有人會因此感到開心!大家有錢出錢,有力出力,向災民獻上祝福!

紅猴股票評估:傳媒出版股

數天前談到積極復出,希望能從過住半年的消極投資重回積極投資的道路上,因為投資分析始終是筆者的興趣。雖未來時間運用帶有未知性,但現時有空即管坐言起行,先從分析傳媒出版股來個熱身!先指聲明,筆者仍會以廣而不深的態度去分析,若有更深入探討,請多加指教提點!

傳媒出版股股價走勢相對平穩,息率不差,可作為長期穩定投資,但為追求股價增值則不可期望過高!雖說這樣,大家卻可於其長期股價走勢的一個波幅內低買高沽,以賺取波幅!

以下為筆者對傳媒出版股的簡評及策略,有關股值可到「紅猴股票估值表」(分門別類)(按此)R295開始作參考。

(按一下下圖可放大)


(Contact: redmonkey@redmonkey.hk)

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2 comments:

Anonymous said...

Thanks for your editgrid information. Seems like not too many stocks are worth buying at this time. So are you in a sit and wait mode?
My eps prediction for two stocks I follows:

590: eps08 HKD0.4 Retail sales increase by 30%+ no problem. But retail sales generate only half the profit. The other half is from buying back jewellery (mainly gold) from consumer at a discount. This part of business is declining because most ppl have sold their gold when gold price goes up up up last couple years. (see in interim report) So half the business is growing fast, the other half is really declining. eps in 2009 will be modest.

1800: eps HKD0.59 Backlog growth is 60%+ strong in construction segment. 20%-30% in other segments. Construction going to a/c for 60% of GP in 2008, compared to 47% in 2007. Around a quarter of the operating profit in 2007 was from port machinery. The GP margin in machinery sector was hit by increase in steel price. GP margin in machinie will fall further this yr.

RC

紅猴 said...

RC,

Yes. Sit and wait. With 60% investment in stocks, I take this opportunity to take rest. However, I am planning to return to market now!

Thanks for your valuable input!

Redmonkey