尋寶
2011/01/04 23:49:53 網誌分類: 未分類
過去幾年，我都會借稅貸來投資。我記得2007年的稅貸賺了好多，2008年當然蝕左好多，最應該在2009年借，但我因為當年虧損太多已沒心機借貸。
今年我借了免息面手續費的貸款。買了領匯 #823 ($24) 和招商銀行#3968 ($19 )。如果今天沽出 #823 @ $24.65，#3968 @ $20.3，就已賺了，算是完成貸款目的。不過我不打算沽呢！
之前總在股海尋寶，希望可以找到爆升股份，但現在已明白，自己笨手笨腳，是不會找到爆升的好東西。見到中華煤氣在2006，2007 和2009年都發了紅股，我覺得我應該把它列入退休倉。今天我買入了第一注，會繼續買4-9注。
不過剛加入了#823，#3968，#3，就令倉內的股票數目增加了，暫時不減少，但長遠都還是要減的。
我一定要加入港交所 #388，但會等腳軟的日子才買入。
如果明年回望，和黃會否又是一隻天使股？ 保留作退休收息: 不知是否應該繼續持有? 等待上升 15 - 20%: #2 中電控股 #576 浙江滬杭涌 #1288 農業銀行 #3 中華煤氣 #54 合和 #3968 招商銀行 #5 匯豐控股 #410 SOHO 中國 #2388 中銀香港 #6 香港電燈 #11 恆生銀行 等待黎明: 希望持有: #823 領匯 #2823 A50 #388 港交所 #405 越秀房地產 #916 龍源電力 #2468 創益太陽能 蟹貨: #1224 中渝置地
絕對同意！我今年也不敢炒汽車股了，稍一不慎，隨時炒車！我不排除連領匯我都會沽出再買回，因為實在好難在股市賺錢！
上周短炒吉吉車一夜情吃了, 沽貨後仲升多一浸, 我唔敢大貪, 急於出貨是因為今年汽車股前景不妙, 到上周五摩通出報告全面調低汽車股目標價, 一眾汽車股即刻碌落黎, 假如我冇走貨, 現在已倒蝕, 而家既市況, 股價無啦啦飆升就有可能係派貨或配股, 2011年上半年係上落市, 我不斷鼓吹趁反彈就要沽貨, 不愁沒有機會在低位補回, 就係呢個原因.
上周內銀股走弱, 部份原因是市傳工.建行一旦出現過量貸款, 銀監會就會要求該行提高資本充足比率
馬仔：多謝你幅圖，#2388如果低見 $24.35，我都會信，不過不是壞事，如果能見 $23.75，我認為也不錯，就買兩注放低一年看看。
手痕入左幾注 #2468 ($5) ，跟住杜指大跌，如果跌10%，就要認輸啦！
我搵到幅圖，信唔信得過？
補裂口整個補回低点24.35.大支持23.74
2388大成交破長方形頸線.跌破100日線.小心.補裂口?
soho: 聽人賺錢真易，但又唔見自己賺得咁易，唉！
記得我的長腿姐姐朋友嗎？她放樓成功，以4m賣出了小單位，去HSBC見 account manager問問如何處理這 4m。 Account Manager的 proposal 是 2m Franklin Templeton High Yield fund，1m equity fund，1m currency link。我問她匯價，她說不知道，我說，你這樣如何做currency link呢？我也不贊成買equity fund，不過錢是她的，我也不好說太多。
今日輪到中海油被洗倉，會不會超賣了？
中銀香港 $25.x 可以買嗎？
chanreborn: 既然公司不忙，不如放假同蜜太共渡二人世界仲好啦！
犯太歲，可以去攝太歲。玄圓學院指示清晰，好易做。不過今年攝完明年記得要還。
Chanrebone
( I still get involved such kind of trouble...)X me too
tks persie , in fact nowadays those restaurants concentrating on wedding banquet which services / meal is not worst than that of the hotel.. of course the cost is not cheap as well..
these days are quite boring.. no matter in office , at home , nothing much to do besides those troubles .. very strange feeling .. Feng Shui book told I will be involved in trouble due to the mouths / negotiation etc .. So i am very careful to handle but these two days I still get involved such kind of trouble...
Why don't they tell me when i win mark 6 ?
半年前我個朋友以二百多萬買左地鐵上蓋一個住宅單位, 買入後很快就有人承租, 另一方面又放售, 耐不耐都有人以低3%還價, 反正已出租, 唔到價寧可唔賣, 近日有買家出價, 我叫朋友反價, 要放盤價再加多15萬, 哈))) 買家追價成交了.
半年前接火棒買入, 今天沽出, 賺了60萬, 減晒各項費用, 凈袋50萬, 好過炒股俾大鱷玩.
港股頭一季會受內地政策影響, 仍然係上落市, 唔會走單邊, 所以我既策略係一路升一路沽貨, 一路跌一路入貨, 即係沽出有盈利的股份, 搏低位補回, 或者換入跌到殘的股份, 就算係長倉貨, 只要有可觀盈利我都會沽出游水.
現時港股走勢陰陽怪氣, 中移昨日急跌, 今日急升, 建行昨日急升, 今日急跌, 好多股份抽高引人接貨, 一兩日貨仔就碌番落黎, 唔食糊轉頭就倒蝕, 不過大鱷一邊洗倉, 另一邊就以權重股輪流撐市, 擺明唔想恒指跌穿重要平均線, 樂觀d睇, 當 市場消化完打壓措施壞消息, 大鱷收夠貨又會向上炒一浸, 所以我都會趁回調時分注入貨.
現時港匯走弱, 港股成交金額日日縮, 唔係好現像, 我對恒指有個看法, 就算上破24000, 24500已見阻力, 下一站25000是鐵頂攔住, 想沖破並企穩呢兩個阻力位難度極高, 所以早前恒指上破24000殺上24500時, 我就積極減倉.
道指在12000大關口, 業績炒得七七八八, 向上空間仲有幾多呢? 反而回調壓力漸現.
史哥,
謝謝分析,我有隻蟹係753
大家好積極入市喎。我隻煤氣俾我越買越低，真不好意思。另外友邦同太古B不過不失，待變中。D蟹始終係蟹，我開始覺得悶，想換碼。
chanreborn, I went to Sheraton for the wedding banquet. No offence to the host but I don’t think the meal is delicious at all, but the portion is very big and as a result a lot of leftover for the last few dishes, especially every guest was given one bowl of rice and one bowl of noodles!
Carling Cup final – Arsenal vs Bimingham
I would have preferred to play West Ham a bit more but this is OK.
Go Go Gunners!
謝謝史哥分析!
謝謝 chanreborn ! 通常我會係歐洲股市一點鐘收市後先至走去睇 BDI, 冇諗過佢地係唔係一齊收市
馬王爺, 你好沙膽! 竟敢篤主席背脊.
#1157 尋晚做功課後想入, 今朝唔得閒掛牌, 冇入到.
原來大家都有蟹, 不如整番餐全蟹宴團年飯, 殺晒佢地.
主席佢自己幾點收工佢會清楚D...hee
Oh 我蟹咗隻＃8046呀。
#1157,#939等運仔到.
dear soho,
BDI will be published on 1300 hrs london time every working day (london) !
Evening soho: ^^
'753'?
It has found a supporting already lar!
The first target will be the SMA(30) '8.8', while the second is 9.1.
'2319'?
It has found a supporting already also .
The target will be SMA(100) - '22.3'.
金同油一定有收市時間, 斷估跟美股收市時間卦! 紐約期油又有亞洲電子交易時段, 我都搞唔清喇! 嘻! soho 係一個亂炒一通的散戶, 連BDI幾點收都唔知咖! 我係歐股收市後才去睇BDI, 你問主席好過啦!
我隻懵牛本來都係蟹仔, 入貨時估唔到佢會跌穿 $20, 好彩大行唱好上番黎, 可以隨時食糊喇!
雖然老美大型企業大幅裁員消息頻傳, 不過美股真係一如所料炒業績炒到癲, 但係估唔到港股俾A股拉住後腿上唔到, 大鱷仲日日洗倉, 有朋友在紐約居住, 佢話一d都感覺唔到老美經濟復蘇, 佢份兼職不斷縮減工時, 就黎冇得撈, 正職都危危乎.
喂豪B，
D金同油有冇收市時間嫁？睇幾多點個價作準？
作為阿仙奴的球迷, 熱切期望久違的冠軍-->聯賽杯 + 英超-- Go! Go! Go!
豪仔,
似係有料到//同意呀,今日3點幾好多股都高收ing.
我有籮蟹係手,都係睇上.
我的口味開始轉左少少啦,好多野要俾d時間我去適應一下.
175呢幾日走勢靚仔,2333睇到眼突晒.
2828唔多啱我,開始留意下2388
懵牛和狗仔//現在四圍搵朋友仔,
等我睇下可唔可以同佢哋做個好朋友先.
小安子吉祥, 我吼個d都唔合你口味, 近日我補回#2828, 又拖左懵牛同狗仔番屋企, 吉吉車一夜情吃了.
印像中港股急跌後 V 型反彈都會上沖一浸, 但係呢兩日都係24000關口壓番落黎, 大鱷不斷洗倉, 好奇怪! 估計有兩個原因 1) 期指結算轉倉活動影響 2) 春節假期前加息或出調控措施
今朝港股 V 型反彈時成交急增, 似係有料到, 唔會咁短癮, 必有後著, 雖然今日無功而回, 但我總係覺得恒指會上破 24000, 大鱷先抽高港股去 24000 邊, 到真係出招時就有足夠水位唔使插穿 50/60天線, 今日港股大幅波動有可能係今晚老美有好消息, 國指轉強, 港匯今日反彈亦利好, 尋晚老美係尾市急抽高收復失地亦好吊詭.
P仔,
我公司的同事真無咁好死方便我take action囉,
來自五湖四海的同事都唔覆人,唔知佢哋有無跟到,
跟完就錯完又改,改完再錯...........@@
我追左9日都追唔到野返嚟,守尾門守到燥底.
我同老世講,佢哋唔俾唔改就由佢哋.無氣追了.
豪仔,
你講起青姐都滾晒,我好明白你.
近日有無入貨仔,有無好介紹益下安子呀!!
YEAH , PERSIE !! ONE MORE WIN TO LIFT THE CARLING CUP !!! BENDTNER'S GOAL AND KOSICELNY'S HEADER CAME JUST IN TIME BEFORE WENGER WANTED TO MAKE SUBSITUTION SO NASRI AND WALCOTT COULD BE SAVED FOR COMING GAMES..
NEXT ONE : HUTTERSFIELD ON SUNDAY AT 8 PM.. THERE WILL BE MORE CHANGES AND ROTATION THIS TIME AS THEY NEED TO PLAY EVERTON AT HOME 2 DAYS LATER.. I SUPPOSE RVP , FABREGAS AND WILSHERE WILL BE RESTED ON SUNDAY .
p.s. Where have you been last night ? I think I'm now oversensitive of those wedding banquet matters ..
It was a tough game and Ipswich were hard to break down. Thanks to Bendtner for his beautiful goal. Koscielny's goal celebration action told us that his wife is pregnant. Congrats to him.
chanreborn, frankie - We are through to the final. Yeah!
Blackpool gave me such joy but in the end Man U came back with a swing. Didn’t know what happened as Ref gave a 10-min extra time! Have to give some credit to Man U coz a lot of times they can come back from a deficit. I don’t like them but need to give them some praise, and their unbeaten run continues. I believe Blackpool tried their best.
I went to a wedding banquet tonight hence missed the Japan/South Korea game. Just kept on checking livescore throughout the banquet. I believe it was a good one too and I think Japan has some luck in this competition.
舅父仔：黃國英的文章是少數我會讀的文章，言之有物，冇廢話，在當中經常有得著，幫我改善投資心態和技巧；肥青？ 不提也罷！
我覺得沙塵都要有理由，肥青無本錢塵。我記得心高氣傲的黃國英有次在 Now被阿嬸觀眾話，你唔笑唔剩，咁唔想講你唔好上黎，激到黃先生離開節目。不過阿嬸應該知道，笑笑口答他們的，亦不一定是好人也。有一個，姑諱其名，什麼都說可以買，聽他就死梗。
主席：我覺得黃國英叻過肥青多多聲。
豪餅：如果冇記錯，肥青之前在電台開咪，幾年前好高調咁入咗獅子銀行，但不到一年就出返嚟，繼續財演生涯；睇嚟佢發覺講就易，做就兩回事，交唔到成績，不如早走早著。
肥青說話態度差, 亦非常主觀, 自信心爆棚, 屬圖表派, 佢睇股份走勢衰過好多次, 皆因她極信圖表, 時常俾幅圖跣低, 佢向來都係睇淡大市, 但係當大市升到彭彭聲, 佢就會轉口風
有聽眾打電話去電視台問股, 開頭禮貌上講兩句客套說話, 肥青就會好寸地說: 唔好浪費我地既 Air Time.
每當有聽眾問某某股票而家可唔可以入, 肥青就會用好寸既語氣地說: 而家梗係唔買得啦! 收左市喇! 我覺得肥青呢段廢話仲浪費 Air Time, 佢當時唔係用講笑既語氣, 係以窒人及取笑既輕佻態度說話.
聽眾C問: 某某 ipo $3, 而家升到上 $5, 可否追入, 肥青就會話如果佢係值 $5, 點解 ipo 要定係 $3, 做乜要益你地呀! 明知新股純炒供求, 大把股份上市後大幅飆升仍高企不下, 雖然亦有些股份轉頭碌番落黎, 但身為主持使唔使咁寸呀?
有聽眾口快快講錯股票名稱或號碼, 肥青都不會放過大好機會去寸d聽眾
另外肥青亦時常取笑一眾有鄉音的股民, 我覺得有歧視成分, 好冇口德, 我曾經想過打電話去丙佢, 因為佢實在太得人憎.
無論你有冇料, 做得節目主持就唔應該用呢種態度對待觀眾/聽眾.
主席, 謝謝分析!
舅父仔：昨日有冇陪小 B 上堂啊？ 打得電話去問功課就梗係唔識，如果咁叻都做咗肥青個位啦，幾時輪到佢也文也武！
豪餅：恆安 48.00 - 50.00 蚊啦。 講交所 17X 玩吓波幅。
yeah persie, I thought yday game the score should be 5 goals net or even more but Wigan's goalkeeper has played a great game so that's why only 3-0 at the end.
Next game against Ipswich at home and we need to win 2 goals to proceed to the final of Carling cup. Not sure which players will play as Wenger will rotate another 5 or 6 players but lets keep winning as it's only two horses race in PL right now..
It is a convincing win tonight, although I think the 3-0 scoreline could hardly reflect our possession and performance, but a van Persie hat trick is fine with me, especially his third goal which is a marvellous right-footed shot ... but I think his second goal was the best, a gem. He missed a penalty too, and he should have hit 5 or 6 goals in total!!!
A lot of other players should have scored, like Cesc and Walcott, but still a win is very good.
Especially when Man City was beaten by Aston Villa, yeah yeah yeah!
Before the game Cesc tweeted that there will be special guests at the game tonight … and the TV camera man spent a lot of time showing us Becks and his son on the stand. Guess that is 11-year old Brooklyn, he’s a big boy now. Becks will become father of his fourth kid this summer!
阿妹沒有買 #1044，話走勢太肉酸喎，而且她都成手貨。胡孟青的專欄又在嚇人，話楊天命卜左支卦，話今年千萬不可入市。胡孟青又加一句，散戶邊捨得唔入市吖？我星期天有時在行山時會聽黃師傅的節目傑青新一代，當然胡也是主持。在解答聽眾問題她會不停恥笑聽眾的 portfolio，人品很差。在去年五月時又笑人買A50，話，唔到$11.50你都唔好諗啦！結果整年都不曾落到$11.50。黃師傅答覆問題時很持平，不會笑人，還會安慰人，值得一讚。
阿妹自己都卜左支卦，佢話今年股市可以，但2012/13會很差，有金融黑洞喎 (吓，咁恐怖？)，真係信不信由你！
估唔到場卡塔爾日本鬥得如此燦爛，須知日本已經精銳盡出。我少接觸卡塔爾，他們腳法體能兼備，只可惜兩名球員過早傷出，影響了部署。日本少打一人，亦只能在最後一刻險勝。不過場波好精彩，多謝主辦國卡塔爾戮力演出，逼到日本有氣冇定抖！
soho: 我已經入了一注 #576 ($7.33)，似乎太早，我入的時候已經知道調低收費和減少收費亭，但我想試試在壞消息時入市。雖然有高鐵，但始終一條公路是有其存在價值。如果可再在$7邊買入，我認為不俗。我在昨日入埋太古B ($22.9)，可能太早，不過是第一注，可以退守。我有同事前天一開市已經清左半倉。他是重貨人士，建行都有幾萬股，我話把成籮股票掟出街有什麼感覺？他答，經過金融海嘯後，已經什麼都沒感覺了。低就買回，就是如此。
#1044阿妹睇左幾日，不知有沒有入，等陣問下佢。
隻招行沽後它都有再升，然後才倒下。我貨不多，3000股，但沽出有接近$3000利潤。如果不沽，又是打回原形。我會趁它向市場 cap水時再買入，也是趁壞消息入貨的嘗試。
12/01/2011 10:16
報道指招行（３９６８）接棒銀行業再融資，額度或達３００億元
主席, #1044恆安連日遭洗倉急挫, 跌到重傷倒地, 令我起了惻忍之心, 想入番一手, 可否分析一下恆安的走勢? 你曾說會候低吸納, 你會建議哪個位買入? 港交所走勢如何? 有勞!
舅父仔, 剛跟你提及浙江滬杭甬, 轉頭就傳出內地下調公路收費, 全個板塊即刻腳軟, 早前你沽出招行止賺, 而家佢已經碌左落黎, 你在天煞沽升榜已除名, 內地不斷傳出利淡內銀股的消息, 內銀股彈少少又跌番落黎, 炒波幅食糊永冇錯.
我始終相信沽貨止賺後不愁沒有機會補回, 今年係波動年, 港股唔會飆左上外太空, 我認為港股仍然係上落市, 大鱷似乎喜歡玩好淡通殺, 所以不應太悲觀, 大鱷資金追逐強勢股, 不斷洗倉及換馬, 個別股份跌幅驚人, 多左鬼佬大鱷在港開檔, 增加了港股的波動性.
上周五曾作出一個假設, 話年初基金重新部署已完成, 本周恒指收陽既難度就會高好多, 本周五恒指收報23876, 收陰燭, 恒指已連跌兩天, 險守23880, 今年恒指未試過連跌三天, 只要呢兩日阿爺唔出招, 下周一有望作出反彈, 留意港匯今日跌至6個月低位.
風水師李丞責以玄學測股市, 說第一季港股不會差, 但5~8月走勢欠佳, 9月會從谷底反彈, 信不信由你.
夜喇，goodnight！
馬仔：你好啊，好久不見了，在忙些什麼？股市有收穫嗎？
舅父仔
We are just one step away from the Carling Cup final so we must play the strong players vs Ipswich Town, although Wenger might think Ipswich do not “deserve” this treatment.．FA Cup is still a long shot so I am not surprised to see Rosicky or even Ramsey playing in that game. The centreback problem is severely pressing, I think Wenger might have to give in and buy someone, instead of escalating another young player from our reserve team.
chanreborn and Frankie, I did a terribly silly thing. I open a twitter account to follow Cesc, Wilshere, van Persie and Nasri, hahahaha, quite interesting.
soho: #576是超級悶股，不適合你玩的，我今天又入貨了。
我已經買好了友邦，放它幾個月看看有沒有運行啦。
阿哥(長輩朋友)推介我買太古，我話升左咁多先買，好傻喎！阿哥話，創過新高的股票，回落數個巴仙再上那個高位是常見事，所以這是投機不是投資。咁我就等太古B回落10%到22.5才買吧。阿哥熱烈推介中聯重工#1157，話有大基金支持，他非常看好，已經在$17樓下入夠貨。
阿哥見我睇投資雜誌，話，收埋你本馬經，攞返本曹sir出來睇啦。
安子：辦公室首要記得之事，是不能把球留在自己的場區內。於是各式各樣的文件，都應該經自己手馬上 route出去，讓下家 take action嘛！所以桌面應該比較乾淨。不過公司 storage space珍貴，所以我的桌面用埋做 storage，是比較亂，嘻嘻。
慳妹,
我老世連我其他同事的文件放係邊都問我.
預我記得........hehehe
Dear persie n tomato ,
A real good win last night.. RVP and Fabregas (same as Wilshere and Walcott) was on the bench and only played arnd 20 mins but not sure whether Nasri and Song will play on coming saturday against Wigan as both already played 2 consecutive games against West Ham and Leeds . Song and Nasri become more important now to balance both offensive and defensive play in midfield but somehow they must be rotated , while 2nd leg of Carling cup and 5th round of FA cup is coming next tuesday and Sunday..so it's a big test for those players to get rest in between those games and maintain sharp condition !! We did not have a cover for Centreback so it's a bit worry for Djourou and Koscielny whether they can last for another two weeks. When will Wenger buy another CB ?
我冇乜記性，所以物件一定要放得整齊，否則唔知去邊道搵返佢出嚟！
P仔,
我想出聲呀,
我家張書枱已俾我攪到連放一隻柸的位置都無.
執完過幾日又係咁.......@@
d野只有我先識搵返出嚟.但公司張枱就齊整到爆燈.
why???
舅父仔, 我見你買 #576 得心應手, 我都心癢癢, 但佢既股價好硬凈, 無從入手, 放棄了!
我一直認為止賺係好難好難, 沽清見佢飆左上天, 真係嬲到爆, 唔止賺變倒跌就傷心到死, 我而家分注食胡, 愛股就沽剩一兩手, 算係解決左呢個問題.
我心目中的理想家居，就是要保留一間房做巴格達，把雜物統統放在其中，然後鎖好，不讓人見到，其他地方就自然可以保持清潔整齊啦，是不是好主意？
同 chanreborn一樣，我清楚在巴格達任何位置的事物。但如果有人執拾過，我就會什麼都找不到，所以不能執(藉口)！哈哈哈哈！
小B好鍾意婆婆的被單，因為全部都是花花朵朵，小B就會指住說，花，花！不過他不會把地方搞得太亂。
yes chairman, u are 100pct right ! let me think what should i buy for her ...