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星期日, 12月 23, 2007

尋寶

無疑,中國中鐵(0390)及中國中材(1893)的確是所屬行業裡頭數一數二的頂尖股份,大眾趨之若鶩,股價自然走強。

可是,各位有沒有留意到──當人人發現一門盈利豐厚的生意,人們必定蜂擁進入這門生意,因應參與人數急增繼而競爭加劇,利潤即時變得微薄,甚至無利可圖。

沒錯!熱門新股確實具有優勢,促使許多人爭相競購。不過,由於僧多粥少的緣故,屆時,
第一,每人分配得到的股份數量一定不多,甚至得不到任何股份;
第二,假如使用孖展認購,必然付出為數不少的利息成本,因此,往後股價必須上升十多甚至二十巴仙方始平手;
第三,股份上市首兩天的股價幾近肯定大幅走高,「追貨」成本大增,利潤相應大降,甚或無利可圖。

然而,剛剛上市頓成「沉船」的新股比比皆是,今年底,這樣子的股份也特別的多。

我想,咱們若要獲得豐厚利潤的話,一定要搶先別人蜂擁購入人家忽略的優質股份,而其股價漲得無利可圖以前,先行下手。

趁便近日宋代古船「南海一號」重見天日之時,就讓咱們身處「沉船」廢壚之中積極挖掘,好好把握這個千載難逢的尋寶好時機,等待咱們的「股海一號」重見天日。

10 Comments:

Blogger Eddie HUI said...

對啊,大家真的要小心,不過,現在2隻股應該仲有少少水位再升的,中材睇8元,中鐵睇12元(暫時),不過都要見機行事

4:16 上午  
Anonymous 匿名 said...

Searching for under-valued stocks is a very interesting thing. However, it is very difficult to find any of them in this emotional market now.....
And I agree that looking for some company with "monopoly" or "high-entry level" Because it is very essential for the company to maintain a relatively stable revenue. 390 may be the one though the margin profit is low....but if u has it from ipo or below 7, "buy and hold" may be a profit-generating stock in your profolio. Anyway, don't let the market emotion affect your decision!

11:09 下午  
Blogger Eddie HUI said...

Thanks匿名,很好的意見.本人要調目標價了,中鐵中材本人仲未放,390看$16,1893看$12

3:37 下午  
Anonymous 匿名 said...

希望你呢篇野多尐新手睇到, 我都想好似你話齋搵到股海1號!! 貝沁才兄, 你又有乜心水呀

12:00 上午  
Anonymous 匿名 said...

Thanks eddie, u are the first one agree with my opinion. Once I told mine to some ppl, they just think i am stupid and crazy.....i do some speculation before and lost....although not large amount. Now, looking books like Buffett and Lam Sum Chi, and thinks value investment or say "long-term" investment, may be the god for wealth accumlation.....and for your case, may be lock up some revenue once u think fine, then u can feel relax and make other good investment decision.....hope can help u and others

12:02 上午  
Anonymous 匿名 said...

放了中材了! 哈哈 @ 10.2 , 中材走勢突然轉弱,有點危機;中鐵未賣,但亦已見沽壓,個人認為若短線想走或者可趁呢幾日

10:35 下午  
Anonymous 匿名 said...

介紹一個好Blog給大家

http://hk.myblog.yahoo.com/iam-waise/article?mid=268

如果打算在2008年賺大錢, 那麼現在便需要密切留意大陸的軍工企業啦~

12:30 上午  
Anonymous 匿名 said...

我都賺左小小6.06入6.3放,我刚剛學買股票,敢輸唔敢贏,依冢4.89入左隻505,30000股,唔知點算,,,,,,,,,,03-01-08得番3.88唉........................

7:56 下午  
Anonymous 匿名 said...

炒完中鐵,,,,,,,中鐵建又炒得嗎?
祝大家一買即升..kcp

7:59 下午  
Anonymous 匿名 said...

還是看大市氣氛能否轉好後再決定

1:31 下午  

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