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不知是否受期指結算影響或是其他原因，今天大市回升，投資組合回報亦藉勢首度超越250%，進入另一里程碑！當然博士蛙(1698)亦幫了一把。
今早以$7.22沽出4,000股博士蛙(1698)，套利$8,470，賺42%，主因此價已令其2011年預期PE超過27，以表現最佳的半新內需股利邦(891)還高，更不消提其他更優質的股票。但博士蛙(1698)始終是香港唯一上市中國孩童服裝零售股，供求失衡下有機再被炒上，但已有點非理性，所以決定套利為上。
今天買入佐丹奴國際(709)，調整後見水位。另外，前天買入的理文造紙(2314)因公佈進取大計，今天成為另一隻單日升10%持股，但小心因加大資本開支而重回高負債舊路。
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(Contact: redmonkey@redmonkey.hk)
6 comments:
其它新股會margin嗎?
Hi, Would you mind tell me how you calculate the 1698 PE exceed 27 in 2011?
其它新股會margin嗎?
Please keep on tracking from my blog or Facebook. Thanks.
Redmonkey
The expected PE on 2011 of 1698 is from investment bank quoted by media.
Redmonkey
Where can i find the PE from inventment bank media?
You can find the PE estimated by investment bank by reading news in newspaper and magazine. However, there is no table in any media that will show the forecasted PE for you.
By the way, I have made a summary (but not guaranteed the most updated) at http://www.editgrid.com/user/redmonkey/Stock_Valuation for reference.
Redmonkey
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