TPV(903)可能有D野....Any further news?? "Market Sense"同我講D衰野可能已反映得七七八入
HONG KONG (Dow Jones)--Taiwan computer monitor maker TPV Technology Ltd. (0930.HK) expects its revenue this year to jump to US$8 billion from about US$7 billion in 2006 as the company boosts shipments of liquid-crystal-display monitors and televisions, its chairman and chief executive said Tuesday.
To take advantage of growing demand for flat-screen televisions and monitors, the company plans to invest up to US$80 million to build a new factory in Poland, Jason Hsuan told Dow Jones Newswires in an interview.
One potential threat to 2626 may be the flood of "carry trade", which will depress the market price of metals shortly. Therefore I choose to wait until the price of Japan Yuan becomes stable. Anayway, 2626 is really a good one, at least for the coming two years.
9 comments:
TPV(903)可能有D野....Any further news?? "Market Sense"同我講D衰野可能已反映得七七八入
HONG KONG (Dow Jones)--Taiwan computer monitor maker TPV Technology Ltd. (0930.HK) expects its revenue this year to jump to US$8 billion from about US$7 billion in 2006 as the company boosts shipments of liquid-crystal-display monitors and televisions, its chairman and chief executive said Tuesday.
To take advantage of growing demand for flat-screen televisions and monitors, the company plans to invest up to US$80 million to build a new factory in Poland, Jason Hsuan told Dow Jones Newswires in an interview.
read all information
2626 done @ 4.7...
although drop but i will wait
Abert,
雖然衰野可能已經反映得七七八八, 但黎自寶島的兢爭仍會相當激烈...
暫時..短時間內睇唔到有catalyst。
chan,
希望你真係明白2626的優勢。
One potential threat to 2626 may be the flood of "carry trade", which will depress the market price of metals shortly. Therefore I choose to wait until the price of Japan Yuan becomes stable. Anayway, 2626 is really a good one, at least for the coming two years.
Since I lose some money in 903, I never consider to invest on electronic company, competitive so crazy .......
都係講下je
TPV只算二三線公司，管理層有心做好盤生意，但無奈受制於行業結構，包括強大對手競爭、產品價格和面板成本波幅，以及CRT業務下跌等威脅。
但股權整合後，Management有意投資東歐廠房，加上已反映壞消息，不排除有投機價值。
講明先，風險不低!!
管理層的確不差, 可惡的鴻海.........
2007/03/19 13:24 - 麥格理證券在研究報告中稱, 中國許多金屬與礦業類股經歷數月大漲後現已高估。
該機構稱, 金屬與礦業股基礎仍然不錯, 股價普遍在上漲, 在鋼鐵與煤炭類股中, 需求增長強勁, 供應增長亦在可控範圍內, 在經歷了數月的大漲之後, 較歷史正常水平, 這些股票的價格已高企。亞洲金屬與礦業類股走勢具有周期性, 在過去兩年中, 股價總是波動。
麥格理認為, 沒有任何一只中國金屬及礦業股具備防御性, 建議防御類股份投資者應撤出中國市場, 轉向投資於必和必拓(BHP)與力拓(Rio Tinto)。這兩家公司的產品類型豐富, 只有單位數的市盈率, 且資本管理優秀。
該機構又指, 神華能源因擁有配備煤礦的發電業務, 故經常被視為更具""防御性"", 但從最近1年該股走勢看, 該股價股波動性並不遜與同業股票。
Btw, does 2626 belong to the metal stock? Another news is, there's only 12 days left before IPO moratorium.
2626 can belong to metal stock.
But I would rather put it into mining/metal rather than pure metal.
Basically, I don't care the metal price up/down. I only care about the company 's competition power and future development.
I don't think the IPO moratorium will give great impact.
Post a Comment