核心組合
中石化(386)
突破阻力, 終於等到佢入HSI, 今日再係5.6加注
招銀(3968)
仍然強勢, 長線持有, 唔理佢
建滔(148)
受惠分柝, 提升目標價至33.0
宜進利(304)
股價仍然大上升空間, 相對落後
港機(44)
長線持有, 90, 80, 會再增持
偉易達(303)
跑輪大市, 但信心不會動搖, 維持一年20%的回報的目標
湖南有色(2626)
旗下有色金屬的價格, 根本不受油價及金價影響, 下半年的增張會超乎預計
Monday, November 06, 2006
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5 comments:
2626 is not a simple metal stock, it is an industrial stock, u can see the Gp still around 10% after metal price rise by 100%.
And it acquire a losing co: 中鎢高鋅, goodwill/investment impairment 蝕死佢.
The quickest rising metal now is zinc, but its zinc exposure is very low, the zinc sales volume proportion in interim report MD&A is actually sales volume of its '26%' subsidiary, you need to take away the remaining 74% to get its real zinc exposure.
"u can see the Gp still around 10% after metal price rise by 100%."
3330 的 GP 相對 2626 對金屬價格變動有較高敏感度, 流通 H 股股數亦較小. 如欲視兩者為金屬期貨替代品, 個人較鍾情 3330.
我就係貪佢的敏感度低, 而且幾隻金屬的庫存都低, 價格保持係高位, 而需求就有增無減, 仲有就係國內的價比國際期貨高及穩定, 有助佢的盈利
我覺得358 好難玩, 2899 又太貴, 3330 的盈利唔太貼個金價(雖然個股價都貼)
2626 我有時間的話仲要做多d功課
會計仔:
你的point我會特別留意下, d 數我冇你地睇得咁仔細, 因為增持左附屬,今年盤數同上年好難對....anyway 多謝指教!
gaubinfor:
我睇你都係功力深厚之人, 請多d 比comment!
Historically the performance of Vtech has been very volatile. the most important reason is because its products are mainly fashion based and market-trended, which tend to deplete over time and are not sustainable over the long term. In 2 to 3 years, I really wonder if its robust performance can be sustained.
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