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!~
投資是一門藝術... (Since 2005.12)
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!~
By Wing at 12:54 AM
3 comments:
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
Amendment : 361 -
Webb's latest declaration record : 21-9-2006 (1st >5% holding disclosure notice)
361 's liquildity ratio is quite weak!
1225 is ok, but the historial record is not consistant.
My first choice is still 328.
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