Thursday, November 23, 2006

What will be David 's Xmas pick?

David Webb應該係十二月頭會公佈, 最好買定幾隻先, 通常都會即日升20%

首選當然佢有份的愛高(328), 次選係我隻愛股偉易達(303), 再次選係.....等我再諗諗先!~

3 comments:

Anonymous said...

Just searched HKEX's "disclosure of interests" records.

Only 2 shares found which

- Webb holds >5%,
- with a net increase in holding this year
- not yet selected as "Christmas Pick"
- focused, undiverisfied business, relatively good mgt record in the past


BB 車 (1225) -

Webb holds 36,742,000 shares (5.09%)
latest declaration record : 18-4-2006
current mkt value about $ 31.6m

Golf Bag (361) -

Webb holds 18,206,000 shares (6.02%)
latest declaration record : 18-4-2006
current mkt value about $ 15.7m

Comapring mkt value of the above 2 holdings , BB 車 seems higher chance of being picked  

  

Anonymous said...

Amendment : 361 -

Webb's latest declaration record : 21-9-2006 (1st >5% holding disclosure notice)

Wing said...

361 's liquildity ratio is quite weak!

1225 is ok, but the historial record is not consistant.

My first choice is still 328.

##HIDEME##