亞洲股市此次升浪的代表香港、台灣及星加坡三地股市月前創新高後徘徊一段時間，似有搖搖欲墜之勢時，今天終切實來一記向上突破，尤以恒指及國指最強。筆者近日沒有減少股票比重之意，但亦沒有增持之計劃，不得不承認想得不夠透切，因今天之大成交上破月內高位，應可視為增加股票比重之訊號，應早點加以準備！
根據不少分析，技術上此次量度升幅可達20,000至21,000，即去年去年尾陸東預測今年會達到但當時沒有太多人相信的目標！
(按一下下圖可放大)
投資組合回報升破150%，市值回到去年8月初時，當時恒指及國指分別報約22,500及12,500，比現時還高兩成，即投資組合於此段時間跑贏大市不少。
信義玻璃(868)配新股9,000萬股集資5.22億元，佔已發行股本5%，攤薄不多。集資所得將主要用於光伏薄膜導電(TCO)玻璃的擴產以及相關的配套投資，配合公司近期擴充策略。公司年初預期，全年的資本開支為7 億元，若計入新引進的項目，今年資本開支會增多5億元。
管理層表示加大投入的同時，公司想繼續保持穩健的財政情况，不想增大負債率，因此決定以配股實現集資。
此次配新股集資有足夠理據支持，屬正面。可惜同時第二大股東則配舊股抽水約4.64億元，會使股價短期受壓！
(按一下下圖可放大)
(Contact: redmonkey@redmonkey.hk)
1 comment:
Hi, Redmonkey,
I appreciate your willingness to admit faults and endeavour to improve! That's the way to success. Keep it up!
To some of my friends, I am a bit too confident. My predictions, as you can see, are quite bold, But not many investors really have self-confident. I would say most of them are gamblers instead of real investors.
I believe a real investor must acquire adequate knowledge of both basic and technical analyses. In the past few years, I concentrated on the former. Now I start to enhance my knowledge of basic analysis.
Last year I told my wife I would become Mr Tso II, but now I regret having said that. I want to be Buffet II.
Am I too ambitious?
Paul
28/ 5/ 2009
Post a Comment