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Thursday, April 27, 2006

27 Apr 2006 - 孖展認購大連港(2880)真人騷 (續篇:抽到4,000股!)

今天上海集優(2345)上市,最高$3.075,收$3,比上市價升43%,如大眾預期!

大連港(2880)公佈新股分派結果,一如所料,分配方法和上海集優(2345)般差,更要抽350,000才肯定分配一手,即2,000股,筆者以孖展抽800,000股,734份抽,肯定獲派2,000股,其中608份再獲分配多2,000股;筆者慶幸是這608份之一份子,結果獲派4,000股。大連港(2880)以$2.575上市,4,000股值$10,300,佣金1%收$103,孖展利息$1,502,銀行手續費$50,總成本$11,955,每股平均成本$2.99。

是次筆者投入資金$208,131,若不用孖展,則只可抽80,000股;有3,673份抽,其中只有1,249份獲派2,000股。詳細比較可看下表,筆者估計明天開市可升至$4以上

(按一下下圖可放大)


這只是筆者第三次用孖展抽新股。筆者以前也覺得用孖展抽新股抽新股很大風險,第一次誘使筆者使用此法是2004年尾領匯房地產(823)首度招股,那時還要親身到銀多辦手續,抽了十多萬股,結果抽到7,000股,筆者當時估計短線每股賺$3,可獲利$20,000以上,結果被阿婆攪破壞,賺不了錢還蝕了千多元孖展利息,所以股本市場任何事也會發生,没有穩賺!幸好筆者上年尾再接再厲,用現金抽到3,500股重新上市的領匯房地產(823),賺了過萬元,算是一點保償!

筆者第二次用孖展抽新股是玖龍紙業(2689),之前股評亦提及,淨賺了數千元。什麼時候才值得用孖展抽新股?再談。

(Contact: micjacq@gmail.com)

12 comments:

Anonymous said...

HI Michael,
大連港(2880-HK)暗盤價高見4.375元,高招股價70%.
請問你會唔會持有佢. 再定一個目標價呢 or 到價即賣?

請問857 現價值得買?會否太高.
小妹想持有2年.希望佢有得升.

Annie

Anonymous said...

============================
請問857 現價值得買?會否太高.
小妹想持有2年.希望佢有得升.
============================

幾年後您一定會覺得以今日的價錢買到很抵買.

Anonymous said...

請問你點睇257配股件事~

thx!

紅猴 said...

Annie,

I may sell all today if it reaches $4.375.

Amidst increasing trend of oil price in the long term, it is still justified to buy 857 for long-term investment (2-year should be good, but 5-year must be better to avoid fluctuation of oil price during its upsurge)



Stock placement of 257 can reinforce its transformation into environment protection. It should be good for a company which can focus in business.

Though, I may still sell it when it drops below my cut-gain price.
There maybe some hidden agenda that only the large investors know. Anyway, the market performance in stock price can tell you sometimes!

Redmonkey

Anonymous said...

Michael,

How do you think about 416 recently?
Its price keep dropping down to 2.9 with no reason. Do you think it can still rise up to your previous targe price, i.e. 3.5?

MemDB said...

Congratulation! You earn a lot this time.

Anonymous said...

Michael,
恭喜你 2880 升左 好多.

請教 35 值得中長線投資嗎?
請教Michael 有咩股好介紹做
中長線投資?
thanks
:p

May

紅猴 said...

Macro,

Sorry for missing your question yesterday. 416 had a large fluctuation in stock price today, but it could find strong support from 50-day moving average. Wonder if you have cut-loss it or not.

Actually, there is bad news for 416. In early Apr, one of the major shareholders sold some of its shares and made the price drop.

Moreover, Morgan Stanley's attitude towards the newly-IPO stock sponsored by it seems change. 503 should be a good example. Some investors may lose their confidence to this line of stock. I also think of re-purchasing this stock, however, I gave up due to uncertainties!

May,

By experiences, I am not good at analyzing property stock and I always lose in investing such stocks. Therefore, I prefer not investing this type of stock again. Therefore, I have no comment on 35. Anyway, its size is relatively small and lack of transpancy, 35 is not a good role model for long-term investment. Fluctuations will be large.

My buy-and-hold strategy in long-term investment stock seems good. Pay attention to my blog to see if there is another opportunity.

Redmonkey

小樹 said...

Hello!! Redmonkey
我留意左你果網都一段時間,
覺得你寫的野好好.
好多時都睇你的意見.
想問下你我睇緊3隻股
2628, 857 and 165
which one is better.
Please comment me for long term

Brian

Anonymous said...

Michael,

請教 503 值得中長線投資嗎?

thanks

June

紅猴 said...

Brian,

For long-term investment, should be 857 and 2628.

Especially for 857, the stock price can be beneficial from the increasing oil price in the long run.

Bear in mind that the higher the oil price, the larger the fluctuation is!

June,

Investing in 503 is too high risk and not suitable for long-term. As it has been listed only for less than a year, there is lack of information to evaluate if its business performance can sustain or not.

Its recent drop in stock price can prove its high risk in nature.

Redmonkey

Anonymous said...

好blog. 認識得你太遲. 請繼續發功.