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