26/4/2010 更新
股票名称 百分比 累计成本价位
CIHLDG 39% RM1.76
Cash 61%
HELP到达我的目标价, profit 20%, 卖掉了. 看来还是太早卖了点.
QL 及 LTKM 手痒买进, 信心不足亏水钱卖出. 需要更谨慎交易.(又miss 掉 QL的船)
今年miss 掉的机会还是不计其数. 不过, 我应该只打自己有做功课, 有信心的战.
现在只持有CIHLDG 39%. 看局势再打算.
2010年4月27日星期二
2010年4月18日星期日
OSK 投资讲座 (Sibu)
我参加了上半场. 讲员不错, 可以借此了解行内人大众的看法.
以下是我做的笔记. 可以参考, 不过不可以迷信分析员. 一定要自己做功课. 买卖自负.
马来西亚
~马币快速增值不会持久, 年尾会回调到RM3.33>$1 (现在是买外国资产的时机)
~CPO RM2250 (不知有没有听错)
~看好CIMB, 尤其Petronas两个子公司要上市, 上市应该是CIMB包办. (可以考虑寿命长的CA)
~Ramunia是Trading Stock. 跟Coastal Contracts合作. 有可能被Petronas子公司后门上市. (听听就好)
~看好四大领域.
Bank(CIMB, RHBCAP),
Oil& Gas(Alam:Good relationship with Petronas, Waseong:Number 3 in world, will aquire number 2),
Healthcare(KPJ:Biggest, Faber),
Construction(Mudajaya:Power Plant)
香港
~HSI 33,000 in2 years. Resistant 23,000. HSI contain 42 stocks.
~Fast speed train cut travel time from 12 hours to just 4 hours. Improve efficiency.
~First time China import > export March 2010
~Banking stocks still cheap except HSBC. (Suspect banking and investment company is separate in HK?)
Look Good in following sector
~Green technology (Wind farm and battery) 658.HK Turbin manufacturer HK7.26
~Telekom & Internet : KingSoft HK6.13 (Online game)
~Consumer : Man's wear : China Lilang 1234.HK HK8.7
Bosideng 3998.hk HK1.8
Want Want (...)
~Machinery for auto : Good friend 298.HK
~Toll expressway
以下是我做的笔记. 可以参考, 不过不可以迷信分析员. 一定要自己做功课. 买卖自负.
马来西亚
~马币快速增值不会持久, 年尾会回调到RM3.33>$1 (现在是买外国资产的时机)
~CPO RM2250 (不知有没有听错)
~看好CIMB, 尤其Petronas两个子公司要上市, 上市应该是CIMB包办. (可以考虑寿命长的CA)
~Ramunia是Trading Stock. 跟Coastal Contracts合作. 有可能被Petronas子公司后门上市. (听听就好)
~看好四大领域.
Bank(CIMB, RHBCAP),
Oil& Gas(Alam:Good relationship with Petronas, Waseong:Number 3 in world, will aquire number 2),
Healthcare(KPJ:Biggest, Faber),
Construction(Mudajaya:Power Plant)
香港
~HSI 33,000 in2 years. Resistant 23,000. HSI contain 42 stocks.
~Fast speed train cut travel time from 12 hours to just 4 hours. Improve efficiency.
~First time China import > export March 2010
~Banking stocks still cheap except HSBC. (Suspect banking and investment company is separate in HK?)
Look Good in following sector
~Green technology (Wind farm and battery) 658.HK Turbin manufacturer HK7.26
~Telekom & Internet : KingSoft HK6.13 (Online game)
~Consumer : Man's wear : China Lilang 1234.HK HK8.7
Bosideng 3998.hk HK1.8
Want Want (...)
~Machinery for auto : Good friend 298.HK
~Toll expressway
Labels:
Stock Seminar
2010年4月14日星期三
2010年4月13日星期二
QL Resources Berhad
买进了,现在补做功课 :P
Quarters Seasonal Earning Index
Quarters Seasonal Earning Index
Q1(April to June) 0.21
Q2 (July to September) 0.26
Q3 (October to December) 0.30
Q4 (January to March) 0.23
Total 1.00
FYE 2009 EPS
Q1 6.82
Q2 7.97
Q3 9.61
Q4 7.28 (Estimate)
Total EPS 31.68 (Estimate)
PE = 3.43/0.3168=10.82 (Estimate)
EPS Growth = (31.68-27.19)/27.19= 16.5% (Estimate)
FYE 2009 EPS
Q1 6.82
Q2 7.97
Q3 9.61
Q4 7.28 (Estimate)
Total EPS 31.68 (Estimate)
PE = 3.43/0.3168=10.82 (Estimate)
EPS Growth = (31.68-27.19)/27.19= 16.5% (Estimate)
Labels:
Stock Homework
2010年4月12日星期一
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