CIHLDG ～ 打算等它多爆发一轮，等呀等呀又等多了一个季报没看到回筹。最近看来支持在RM3.50(Ex Dividend 后是RM3.45吧）。 如果跌破就卖一半。 然后如果还是不对路就说拜拜。这股从当初的基本面买进到现在靠技术面。 来来回回犯了不少错误。如果从今年开盘价RM3.65/RM3.60价看来， 纸上亏损大约4%。感觉今年新年销量应该不会比去年好很多。
ALLIANZ-PA ～ 亏了点钱买回等季报。 本来以为RM5.10卖， 想等调整 RM4.X买回。 不料这股没有什么人丢， 被逼RM5.20买回。这股总共赚了两轮。 第一段轮 RM3.63～4.15 （13%），第二段赚 RM4.17～5.1 （21%）。 看来这股又是买进不动会更好。>.<
最近跟一个做普险的Uncle谈起， 他说以前Kurnia Asia乱乱吃下的车险一部分留到ALLIANZ手上。 保险公司不是单靠Claim Ratio赚钱， Float Money用来投资很重要。车险不可以占总保单的60%？？？ （不确定，忘了多少%）。 3rd Party保险现在容易不容易renew要看之前买的分行的performance怎样。 如果不好， 很可能会缩紧。
HARTA ～ 买进一点先，大多数手套公司退步时它表现的还不错。如果往上突破就跟住加码。
最近投机了SPRITZER， 赚了点Kopi钱。 卖掉的原因是业绩不符合预期。希望下季会更好。它的产品除了矿泉水之外还有Pop。 不知道它有没有在用糖大户公司名单上。 现在知道在名单上的有F&N， CIHLDG， DLADY。
最新的投资组合放在右下角。
最近一边等待，一边学技术分析。
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