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星期三, 1月 09, 2008

守望相助(討論)33

一位署名黑仔明的朋友問到:
本人現手持有玖紙 2689 19.1$入
中聯石化 346 1.9入
救命,我只想買d股票黎長渣手,但點解買邊隻跌邊隻? 呢2隻前景如何? 有冇機會回鄉?長期持有的我可以

歡迎有識之士作出解答或者發表意見。

標籤:

28 Comments:

Anonymous 匿名 said...

關於346中聯石化, 這裡有相關的評價:

http://hk.myblog.yahoo.com/iam-waise/index?l=f&id=13


至於玖紙 2689 , 08年新勞動法對其影響應該不少, 因此負面因素影響了股價走勢

3:37 下午  
Anonymous 匿名 said...

想請教各位點睇隻3993洛陽鉬業
我係ipo抽番黎既
佢高位做過$21
但呢幾日跌到得番$13
大家對呢隻野既前景有咩看法?
短期會點?
有冇機會上番高位?要幾耐時間呢?
唔該

9:28 下午  
Anonymous 匿名 said...

u said "我只想買d股票黎長渣手,但點解買邊隻跌邊隻"....first, have u do some homework before buying?? second, if u really want to 長渣, then just leave it as u should have confidence in what u buy, otherwise u will not buy them, right? if u really lost confidence in them, just sell it and make yourself relax and happy. study again and find the one worth to hold!
I don't know much for these 2 stocks, but try to give u some of my viewpoints, hope can help!
玖紙: if it still concentrate in producing packing paper, then it's ok. I believe that "writing paper" future will be diminishing in the near future as paper-free working / studying environment will be the future trend. Also, does 玖紙 secure stable resources for production? Third, as mentioned by tea sir, does the new labor law post great threat on 玖紙 and its competitors? If yes, who can survive and lower the cost in this respective?

Hope can help u and sorry for my long eng typing

9:29 下午  
Anonymous 匿名 said...

我覺得你應該問下自己點解果時會下買入呢兩隻股票既決定...
同埋你覺得好的因素有無改變

12:17 上午  
Anonymous 匿名 said...

346,表面看是200幾倍p/e,實質上呢類股票一般p/e也是很高,1033p/e比它更高,所以應該不要緊吧,不過此股看來買盤賣盤皆多,風險頗高;看往績,盈利十分反覆,是一隻賭博股,所以不宜長渣.2689是好股,可以留,不過若國內電腦越見普及,對其也可能有一定影響,可是隨着12年免費教育,加上外資越見加入中國市場,紙應仍有強大需求;3993嘛,資源長遠只會越來越貴,可惜國內正打擊國內經濟過熱,資源類首當其衝,短線未必有太大起色,近來資源股的升可能只是因為過份超賣

9:29 下午  
Anonymous 匿名 said...

@o@
咁多位大大,好多謝你地ge寶貴意見
V@ 大大,好多謝你打左咁多野,但係我睇得明個d唔過半=.= 程度太差,sor
first, have u do some homework before buying?? 呢句我明呀,我有做功課,由其2689,不過可能 工潮呢個負面因素 今到佢跌到我都有d唔信,所以 都動搖.至於346,我想問佢而家有油田,自己出油 煉油,開油站,一切都做緊,但係點解好似冇人當佢係石油股咁睇?反而好似中石化個d,賣石油要靠政府補貼? 如果政府補少左,唔補,咁佢點?

12:34 上午  
Anonymous 匿名 said...

關於3993洛陽鉬業, 這裡有相關的最新評價:

3993洛陽鉬業 - 柳暗花明又一村的前景

http://hk.myblog.yahoo.com/iam-waise/article?mid=164

3:36 上午  
Anonymous 匿名 said...

個人認為,以個人的長線買賣系統,其實也不應該買,不過以其較高的增長率計(30%-50%)左右,加上人民幣升值根本對造紙行業有利,加上通脹的影響,該公司其實具備長線的投資價值,勞動法只對小企業有大影響,對這類龍頭來說,反而只是一個機遇。以其行政費用佔銷售額5-6%計,該成本上升20%,只影響其盈利約1億(或銷售額的1%)左右。以保守的30%增長及0/.8 PEG計,即預期價格為24 P/E ,預期今年盈利約28-30億計,即其市值約672-720億,即每股約15.66-16.78元,建議勿輕舉妄動,如想炒短線,即時止蝕走人,長線的話,如有錢加一注,可以在15-16加一注,跌穿此區就走人,等13元才開始進場。

這篇文
http://hk.myblog.yahoo.com/iam-waise/index?l=f&id=13
的來源實來自
http://www.finet.hk/mainsite/newscenter.php?news=EditorBlog

請你不要偷取別人的成果

至於中聯石油化工,
http://www.finet.hk/mainsite/newscenter.php?news=EditorBlog

亦有一篇文章述及,在主席在馬達加斯加有兩個油田,但現在有一個尚未注入,有利好的誘因,但我懷疑的是
(1) 這個主席曾"低價"售出部分油田權益予其他上市公司,好像是黃金富的那家智富能源
(2)這家公司曾在"低價"配股幾次,有部分的主席減持,不過這麼好的東西,為何要賣給人?
(3) 今次賺四十幾億是一個重估增值,不是真的現金流入。
(4) 公司由幾毛錢曾炒上十倍,現在買可能接火棒,這家公司市值一度達百億以上
(5) 公司的前手是明倫集團,前手老闆賣出這家上市公司,給現任主席買入,注入油田,才成為現在的中聯石油化工,但賣出上市公司這名老闆中國造假帳而處死,所以帳目的真假也成疑問。

總之對於這類百億以上又不知做甚麼避之則吉最好。

某名匿名人也講的不錯,做功課不是只看報紙那些笑話,是自己去港交所及用search engine 搜網站一個一個的找。
港交所網站:
http://www.hkex.com.hk


還有,某個匿名人還搞不清2689是造甚麼紙的,它不是造書紙的,是收廢紙造紙箱的。

3993生產的大部分為鉬,天工的原材料都是這些,中國工業的發展亦會拉動這類東西的增長,現價下年市盈率約20倍也不算貴,但技術上已轉弱,建議該股橫行三至六個月上才跟進。

1:27 下午  
Anonymous 匿名 said...

個人不喜歡石化股,我寧願渣石油股
紙之前被人過份炒作,跌得夠低先好吸

11:41 上午  
Anonymous 匿名 said...

paper股?唔好喇,之前炒得太過份,現在折墮囉,都係走左先算啦

10:47 上午  
Anonymous 匿名 said...

我同你地講啦,細股永遠都渣唔過架,最先升的永遠是大股,跌市時就大股細股都一齊跌,仲要係細股跌的%多,咁你話喇,渣大股好定細股好?346,石化梗係唔好啦,石油長遠只會越來越貴(因為 supply 少) , 但demand一樣係咁上下多 , 石化要買石油來做的,你話喇?紙就係e+慢慢提倡環保,前景不敢看得太好了

11:07 上午  
Anonymous 匿名 said...

如果想自己win,就多d學下有關finance,或者會計方面的知識啦.投資網要多d上,多d看看專家分析,再加上自身分析,不應盲信專家或者別人老吹,或所謂幕後消息.目標價只是有機會達到的東西,不是100%呀,更可能永世達不到,千萬別等到到達目標價先賣它啊.

6:59 下午  
Anonymous 匿名 said...

e+好多股入左黑洞,但黑洞盡頭有一個很遠很遠的白洞,只要死keep爛keep,即使不能賺也能在更高位 cut loss

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