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Thursday, May 19, 2011

19 May 2011 - 滿座:筆者的一點投資經驗分享(5月26日)

投資組合自2005年12月14日成立日計至今回報:299%

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重組投資組合(及補充)

為了取得更理想回報,及用多些時間作更深入研究,筆者從2011年5月1日起重組投資組合,主力改變投資策略及組合管理,可按此了解詳情。 另於2011年5月9日作了些補充,可按此重溫。

滿座:筆者的一點投資經驗分享(5月26日)

如上篇股評後記所言,原來筆者本週一晚登出此活動一天,已有近百人登記,主辦單位ChartNexus因還需留些位置給其軟件使用者,所以被迫暫停登記,有興趣但未能成功登記者,請多多包涵。

登記網站或會重開給ChartNexus軟件使用者登記,若大家若非ChartNexus軟件使用者,亦未登記此活動,或待下次有機會時再參與,或到www.chartnexus.com.hk)下載其軟件,便可名正言順登記。

再次聲明,筆者除了得到ChartNexus贊助使用其軟件外,沒有收取任何報酬。事實上,ChartNexus(www.chartnexus.com.hk)軟件分免費及收費版本,免費版本亦已好使好用!

無論如何,筆者非常多謝各位支持!

筆者仍在思考下星期投資經驗分享的詳細內容,現誠徵大家意見,無論成功登記講座與否,都歡迎用以下途徑,表達一下自己希望筆者分享那些題材

- 在此篇Blog後留言(若不想公開請提出,筆者便不會發放出來)
- 經電郵傳送至redmonkey@redmonkey.hk (筆者不會公開)
- 在Facebook專頁留言 (留言後即作公開)

(按一下下圖可放大)


買入大新銀行(2356)

以$12.1買入2,400股大新銀行(2356),現價$12.14,今年預期PE為11.9,股價/每股資產淨值為1.1。香港銀行因國內企業對貸款需求甄切,減造按揭生意,因前者貸款利息較高,但金管局剛公佈香港銀行首季息差下跌,有可能源於中小銀行需以較高息吸存款。但筆者認為大新銀行(2356)已跌得不少,加上去年已供股集資,資產充足比率較理想,就算股價再跌,反增加被收購的機會。

再套利部份信義玻璃(868)

以$8.73再減持2,000股信義玻璃(868),賺$6,000或52.4%,保留2,000股,若再跌不排除再增持。

(按一下下圖可放大)


(Contact: redmonkey@redmonkey.hk)

8 comments:

Anonymous said...

Dear Red Monkey,

I read your FB and blog everyday. I will attend your talk on 26 May. Pls advice us on your talk >> how to pick the potential stocks, ten baggers stock by FA, when to buy and sell with TA. Many thanks.

Look forwarding to meeting you next Thursday.

Winnie

Anonymous said...

Dear Redmonkey

i am a long term reader of your blog and also follow your advice when investing. i must thank you for offering such insightful analysis.

as i also track your portfolio in my own excel, and i found there might have some mistake, just want to clarify with you.

For example, in May 16, your cash is 757451, and in May 19, after you sold 2000 (868) at 8.73 = 17460, and buy 2400 (2356) at 12.1 = 29040. the real cash position should be 757451-29040+17460=745871. but yours is 746777, a different of $906

also, since the dividend $1040 of 868 has already been calculated when you sold the 4000 shares in 12 May, there should be no dividend left in 868.

please verify.

Thanks, and keep up the good work.

Best Regards
Invesfun

紅猴 said...

Winnie,

Thanks for your advice. See you on coming Thu.

Redmonkey

紅猴 said...

Invesfun,

Appreciate for your verification, from 16 to 19 May, the transactions should be as below

On 16 May, cash is $757,451
On 17 May, 11 ex-dividend of $330 ($1.1x300)
On 17 May, 1020 ex-dividend of $576 ($0.036x16000)
On 19 May, Buy 2356 with $29,040 ($12.1x2400)
On 19 May, Sell 868 with $17,460 ($8.73x2000)

The difference of $906 you mentioned is due to ex-dividend of 11 and 1020 on 17 May.

After ex-dividend, the relevant amount will be reflected in the column 累績股息. Note that 現金 includes the amount shown in 累績股息.

As the column 市值 is 不連股息, there will not be double count of such dividend.

The dividend will be accumulated in the column 累績股息 until all the stocks are sold.

Use 868 as example, it ex-dividend of $1,040 ($0.13x8000) on 28 Apr. As I have forgotten to calculate such dividend on 28 Apr, I reflect this later on 12 May instead. After I sold 4,000 shares and 2,000 shares of 868 on 12 May and 19 May respectively, $1,040 is still shown in the column 累績股息

When the remaining 2,000 shares (all) are sold, the whole row will be deleted and 累績股息 will be decrease by $1,040. The offset this decrease of 現金, I will add $1,040 directly in 現金 at that time.

Redmonkey

Anonymous said...

Dear Redmonkey

Thanks for the detail explanation, i also forgot about the ex-dividend on 17 may. i put that amount on the dividend column when it announced. that's why i overlooked.

Thanks again and really appreciate your effort. Please keep up the good work.

Regards
Invesfun

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Anonymous said...

Really great article with very interesting information. You might want to follow up to this topic!?! 2011