Monday, March 27, 2006

27 Mar 2006 - 今年會成泡沫市,但現在不是!

中國人壽(2628)收$10,相信筆者的初步目標價$10.75很多人會覺得是天荒夜譚,但現在已變得瞬間可及;若見$10.75,筆者會調高目標價至$12.9,因為筆者越來越覺得今年會是難得一見的泡沫市,不過現在還未是;
今天有兩份報紙提供了客觀的數據加以證明


從上表所見,散户還有60%未投資股票,短期內不入市更高於90%。另外,一篇報導亦提及今年2月的C組經紀(即小投資者最喜歡幫襯的)佔有率仍低企15%左右,10年最低,而1997年此數據超過30%。你或會發覺身邊很多朋友在抽新股,但筆者定義抽新股短線沽出是「抽獎遊戲」,不算是投資!

筆者今天開工前的介紹,成績如下

奕達國際(2662):上週五收$2.9,今天開市$2.975,現價$2.975 (以$2.95買入)
聯洲珠寶(926):上週五收$1.49,今天開市$1.58,現價$1.66 (沒有買入)
博智國際藥業(1149):上週五收$0.465,今天開市$0.47,現價$0.465 (沒有買入)

筆者上午開會,下午才能Check價,見聯洲珠寶(926)升幅已巨,放棄買入;反而接近收市時買入奕達國際(2662)。筆者的中線投資組合已持有超過8成股票,當中有4成接近或低於買入價,處境其實不妙,因若遇大震倉止蝕,損失或不少,所以要盡量限制買入股票,以免徒增風險。




(按一下上圖可放大)

玖源生態(8042)上週五公佈業績,純利升43%,似低於市場預期,致使股價大跌,兩度觸及筆者止賺價(但筆者不是經常Check價,每次Check價已回升至高於止賺價,所以還未沽出)。此股第四季業績低於前三季,但因上年第四季業績最好,應不是季節性因素,暫守20天平均線,現時已變得高危!

(Contact: micjacq@gmail.com)

10 comments:

Anonymous said...

506中國糧油, 什麼價可入呢?

Anonymous said...

257點睇ar?
搞環保o念唔o念得過ar?

388 seem crazy...
can reach $50 ma =.=

Anonymous said...

I want to know #517 is good stock?

Anonymous said...

其實何謂泡沫市?即係唔好?
你信唔信有秋官效應?(白痴的問題,可以不理 :p)

Anonymous said...

[quote]其實何謂泡沫市?即係唔好?[/quote]

泡沫是什麼東西? 泡沫只是一瞬間出現, 隨後便會消失/散下 (想像飲酒時泡沫的情況)

大意即是升勢過急, 沒有實則因素支持, 一爆破後升勢便會瞬間打回原形 - 歷史說明跌勢比升勢快且急!

[qquote]你信唔信有秋官效應?(白痴的問題,可以不理 :p)[/quote]

我恨不得第一個信有這樣的存在.
如真的有的話, 大家豈不是發硬達 (仲頭望望, 還不沽空 / 沽期指 / 買沽輪 / 沽期權, 來個無沽不歡! :D)?

迷信是投資的大忌! 切戒!

Anonymous said...

一篇報導亦提及今年2月的C組經紀(即小投資者最喜歡幫襯的)佔有率仍低企15%左右,10年最低,而1997年此數據超過30%。
==========================

木人孤陋寡聞!
請問什麼是"C組經紀"?
哪裏可知這些資料?

本人覺得要到2007/2008才爆煲!
但石先生和許先生已急不及待唱淡 (請恒或會低見11000云云)!

最後本人都是猜猜的. 我自己也不會信自己的預測, 畢竟本人就不是靠預測來掙錢的!

紅猴 said...

匿名者

It is more safe to buy 506 at 50 Day Moving Average (around HK$4.2 currently). It depends on if you want to wait for the stock to drop to this price or not.

Potatoman

Environmental protection is one of major focus for China in the coming 5 years. How the companies can grasp this opportunity to make huge profits is another issue. It should hinge on management. The management performance of 257 (or the China Everbright group) is fluctuated. Anyway, I bought it as it has momentum to rise in the short-term. Business transformation to Environmental Protection is just an excuse!

The price of 388 is high, but don't forget its business is a monopoly.

匿名者

517 was not a good stock in the past. The management always change business direction. Now, its business focus at 包括船舶貿易、船舶保險顧問、塗料、船舶用設備及備件供應為主的船舶服務供應平台. I don't know how to evauate the prospects of such business and I wonder if it can become a good stock in the future.

Anyway, 517 has kept a good rising momentum with strong support from 20 Day Moving Average.

ms.kk

You can retrospect what happened in 1997 and 2000 and you should know what is "BUBBLE"?

According to past experiences, many people made a huge loss at the end although they had recorded a huge profit before the "BUBBLE" bursted.

However, you can get a tremendous profit if you know how to handle it.

W君,

I may show you something about "C組經紀" tonight. When the "BUBBLE" bursts? 2007 or 2008? It depends how fast it can be blown up.

Redmonkey

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