美股創海嘯後新高

2010/01/08 09:12:40 網誌分類: 未分類

08 Jan

美股昨晚先跌後升, 收市微漲33點, 報10606點, 創出金融海嘯後的新高. 恆指昨日收22269點, 仍較去年高點23099點為低, 在外圍股市帶動下, 遲早追落後創新高.

過去兩個交易日, GF分別於$147.2和$6.73買入港交所(388)和澳優(1717), 並於$2.8增持王朝酒業. 現金比例降至一成, 接近全資持貨.

港交所去年下半年在$135至$151之間整固, 前日以大成交升破下降通道, 在成交急增至800-900億的前提下, 該股或會上試$180-200.

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2010/01/11 14:23:15 回覆

Turelie,

I agree that the HK Disneyland is too small in size, and may only be funny for kids.

I also want to ｕｐｄａｔｅ here more frequently, but find it difficult to do so, as I am busy at home and office.

I write articles and post them here because I want to share my views on investment ideas with blogmates. Also, the articles serve as a record of investment for my reference. So any comments, no matter positive or negative, are welcome.

2010/01/11 11:56:13 回覆

Hi Brother Fisher,

No need to sorry. It is not big deal.

I have been Disney land before. It is relatively small and not interesting to me. But good if get kids.

I have to say goodbye to 388, but i buy 1717 today at 6.5

Thanks for your advice and hope you could ｕｐｄａｔｅ you blog more frequently. ${#icons_cat1}$

2010/01/08 18:53:06 回覆

Turelie,

Sorry for my late reply. I went to Disneyland with my family today.

I like 1717 more than 2319, as its earning growth rate is better than the latter. According to the Research Department of the HK Economic Journal, the growth rate of 1717 will increase by 115.9% this year, followed by another 51% increase next year. It means its PE (its historical PE=40) is less than 20 for 2010, and 15 for 2011. I think there is around 100%-200% upside for the next 12-18 months.

The Dynasty Wine accounts for less than 20% of my investment.

2010/01/08 10:00:30 回覆

Morning Brother Fisher,

I missed the chance to buy 388 yesterday. I will try it today if it reach my target. ${#icons_dog1}$

Why you choose 1717 instead 2319?

Is 2319 relatively weak recently? or 1717 is a new share no crab stock?

Can you tell what is the proportion of 828 in your total investment?

Thanks.

月曆