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「紅猴股評」Facebook專頁由2009年8月9日開啟，Fans數目累績已超過600，請按此瀏覽！
9月工作真的忙得不可開支，所以亦少了寫Blog，希望10月能重新啟動！
筆者以90%孖展認購150,000股國藥控股(1088)，獲配800股，每股成本為$17.0425。預期升20%至25%至$20左右，惟今天上市表現遜市場預期，只收$18.52，升16%。因只得800股，筆者選擇靜觀其變，並以$18止賺。以現價計，2009年預期PE已升至42！
昨天美元再次下跌下，香港股市於中國A股反彈受阻下，仍獲得支持上升，惟成交極低；今天成交增加了少許，卻跌市收場。加上亞太股市除南韓及印度外，上破後皆回落整固，小心股市有暗湧；若大市未能再上破或成交低企，筆者或會減持二線股以增加現金比率及降低組合風險。
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(Contact: redmonkey@redmonkey.hk)
2 comments:
redmonkey,
I had 1 lot of 1099 and sold immed. at 19.3. did you investigate the new batch of ipo? i found none of them interesting with no unique business. I gonna give up applying for this round.
-there are tonnes of lemon ipos
-w/ very agressive pricing
-Shanghai composite looks weak
-HSI recent advances made by only a few stocks ~ HSBC, CCB
kinds of made one wonders
RC
RC
Agree with you.
Redmonkey
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