筆者留意到最近市場有部分資金流向炒"資產折讓"的跡象. 今次選擇194廖創興企業. 08年底每股資產淨值16.14, 現價5.17, P/B只有0.32倍, 過去5年平均每股派息0.21, 歷史息率為4.06%, 持有的資產不算太差, 包括1111創興銀行47.82%股權, , 本港以及內地的地產發展和投資項目, 北京上海的酒店等, 屬進可攻, 退可守之選. 詳細分析遲d有時間再update.
台灣yahoo: http://tw.myblog.yahoo.com/mr-market/
新浪Sina: http://graham_choi2003.mysinablog.com/
香港yahoo: http://hk.myblog.yahoo.com/mr-market/
Monday, May 25, 2009
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19 意見:
今日5蚊買左呢隻
回應Never: 5蚊的確抵.
wow, market value for 47.82% of 1111 = $2.58B.
market value for 0194 = $1.96B
That means all the non-bank assets are free?
After you pointed out this stock ,it rise to 5.86 now..... ! Are U ?
Mr. Market,
194 today went up to $5.83 (+12%), is it too late to buy it now ?
回應Johnsize : 可以等調整先買.
Dear Mr. Market,
Thanks for your advice. I have followed your advice (#349) and made some profits. However I did not follow #34. :(
#194 has soared quite a lot. I think I have missed a good chance again.
Anthony
回應Anthony: 無謂高追, 再尋找下一隻投機股吧. 多謝你閱讀本網誌.
我都MISS 左, 請問仲有邊隻可以提供.
你覺得升夠?
回應Never : 如果睇長遠D, 未升夠.
回應無名士: 現時研究緊655和251, 都是資產有大折讓股.
251除左大折讓之外好似冇咩好!?
655睇落好似都OK
194我貪心D會等起碼8蚊
我對34既興趣比194更大~~~呵，而家先套現其他，等一等下星期初先入~~~
34 & 194 冇回到!
今日等吾切.$6.02入左194...
今日6蚊沽一半
Never,
I may be the one to pickup your shares.........
Johnsize:
Good luck
我放都係因為等錢洗姐
我係窮學生:(
呢隻抵買GE
sold another half @ $6 this morning
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