農夫
投資有時就好似農夫種菜, 播完種就等收成, 收成完再播種....如此循環不息
土地, 資金有限, 又要睇天氣, 又要睇個市場的反應, 一個增加收入的方法叫輪耕 (唔好心邪)
資金有限, 咁多股可以炒, 唯有分一部份黎炒Sector Rotation.
炒消息又得, 炒人仔升值又得, 炒油價跌又得, 炒收購又得, 炒分柝又得, 炒IPO的影子股亦都得, 咁多游資, 個個等消息, 等借口...
中移put
火車頭太勁, 止蝕離場
山東威高(8199)
睇左好耐, 成日賺貴, 而且成交少, 其實應該貴有貴買, 國內醫療用品的增張空間超大, 其實唔應該拘泥於一個PE
澳門地產
冰島保險公司睇黎Trigger左成個sector, 大把選擇, 可以慢慢尋寶...208,242,184,127,1125,35
勞氏環保(309)
想搞國內的垃圾處理, 可以當消息股黎炒, 但小心股權高度集中係少數人手中
零售鞋商IPO
金融時報報導,內地女裝鞋零售商百麗集團計劃明年上半年來港上市集
資8億美元,擴展內地營業網點,公司並已委任摩士丹利及瑞信作為上市經辦人,其中大摩持百
麗約6%股權。
百麗在中港兩地經營超過2500家店,其中有1000家是以百麗命名的旗艦品牌店,其他店舖則以
Teenmix 、 Staccato 及 Joy & Peace 品牌經營。
8億美金, 唔係少野!
明白點解前排點解會有份唱好永恩(210)的報告啦, 利信達(738)可以當係影子股, 我會開始收集, 目標價就定係個前排個賣盤傳聞個價--3.0
內需股
見中糧分柝食品業務, 少少關係的大成(809)已經發巔, 我唯有連豬肉股都唔放過....7.3 追左雨潤(1068)
分柝
中糧(506), 建滔(148), 富豪(78)....連大落後的九倉都比瑞信唱好, 唔通佢有份做佢隻REITS?!
6 comments:
for 百麗IPO,
You can consider #1179
Yup, you are right!
1179 hold 30% Best Quality Limited which hold 20% of Belle International.
so 1179 has 6% interest of Belle International.
However, 1179's exposure in Lady shoes is not as good as LeSaunda(738)
Also, 738's valuation is still very cheap (under-valued)
Belle of course is the biggest while 210 is the most expensive.
I will hold 738 and 1179 at the same time.
do you think 賣盤傳聞 is true or not?
1179's annual report y/e 28 February 2006 :
M D & A pg.10 :
Best Quality Investments Limited (“Best Quality”), a company
incorporated in Samoa, is a Group’s associate in which the Group holds 30% interest.
On 12 September 2005, Belle International Holdings Limited (“Belle International”) issued new redeemable ordinary shares to certain
companies. As a result of the new issue, the equity interest of Best Quality in Belle International was diluted from 100% to approximately 20%.
即係話而家 Mirabell 只得番 Belle 的 9% 股權 ?
不過都重算 "孟車邊"，仍可當影子股炒。
738 Le Saunda : 佢響順德 有塊地 (page 9, M D & A) 的賣樓既收入是否全數入晒帳架啦 ?
更正 : 應是 "而家 Mirabell 只得番 Belle 的 6% 股權" ?
係咪賣盤? 我根本冇興趣去估係真or假, 真假都唔會影響我的投資決定, 如果真係要我估, 我估係假的具多!
燦兄: 計落就應該係6%, 但係...呢間Belle Internation 係咪就係黎緊個IPO 果個實體呢?! 真係唔敢肯定!
我黎緊會做個詳細少少的行業分析及比較...
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