Just want to confirm whether you've got the same logic. Here's a plan: "Call Electro equipment firms e.g. 1072 and Short Electro firm e.g. 992" would you agree with this proposal?? I wanna dicuz with you because you are the expect of 1072 yet I only got the macro sense of relative value hedging. Thank you.
Thank you~ You are truly the one who gives contributable advice. Though, to be frank, you are sometime impatient and impolite. Hope to share more ideas with you. And i will take the risk of 1072 into account :D
6 comments:
這個表和去年三季度報告中列出的十大持股相差很多？什么原因？
Just want to confirm whether you've got the same logic. Here's a plan: "Call Electro equipment firms e.g. 1072 and Short Electro firm e.g. 992"
would you agree with this proposal??
I wanna dicuz with you because you are the expect of 1072 yet I only got the macro sense of relative value hedging.
Thank you.
oh, should be 902
It sounds reasonable, but I concern two things:
1) Sudden resume of "電煤聯動", althouhg Government try their best to combat the inflation.
2) Disappointment of 1072's latest result. But I believe the growth for 08 should be good due to new acquired 東方汽輪 which is quite profitable.
Thank you~ You are truly the one who gives contributable advice. Though, to be frank, you are sometime impatient and impolite. Hope to share more ideas with you. And i will take the risk of 1072 into account :D
You're right!
Sometimes, I'm impatient.
Impolite is also due to impatient.
I'll try to avoid. Thanks for your remind!
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