中資股升得好恐怖   


本來今朝都諗過買啲銀行股,
但見升得咁多,而家只有睇,唔敢入,
有無人好似我咁....?

掂下都死... 小心為上!

買上好鬼危，沽佢又冇膽

I consider to buy 2628 and 3328 this morning, but the price is up to the sky, I have no intention to buy-in up to this morning.

Today, I have switched my BRIC fund (which includes China equity) into Jap small company fund.
The China equity is crazy, but it maybe able to reach higher as it is still hot. But not suitable for me if it is over-heated.

I still have some ICBCs fm IPO, and should sell today if it is $5 or higher. Good enough for me and I am satisfied. I know I cannot earn the last cent fm the market.

The ICBC is now $4.92, it will become $5 very soon!

貴都要照買

唔會接火棒

睇過A股升幅, H股升幅比我估計中少...

ICBC A-share:

http://finance.sina.com.cn/realstock/company/sh601398/bc.shtml

照買, set 好止蝕位!

月頭月中放假前都係入1398，現在只有，等。

I started buying shares in the 70's and I have never seen such markets where a bunch of shares rise by leap and bounds together.  All the favourable factors for the Chinese stock market have been effected and the share prices still go up so quick,

I am just holding what I  have in hand to see how it goes.  I date not, frankly to put in new money to the market.

睇黎會...過左一月先會有大調整,  大概會到 16800 , 中移係調整火車頭....

引用:

原帖由 billy888 於 2006-12-27 02:41 AM 發表
中資股升得好恐怖   


本來今朝都諗過買啲銀行股,
但見升得咁多,而家只有睇,唔敢入,
有無人好似我咁....?

Simply forget about it! This is not a market that an average "street investor/gambler" can make money. Now that most "shorters" who short the market have been killed, time to turn around and kill the ones who long the market.

I will be that it will crash down 500 points on the 28th.

The market like this reminds me of Dec 1999.  If you already have positions, you may want to flat.  No need to call or put (except with options).

In terms of stop loss, I am afraid that there will be no buy orders if the market drops dramatically.

B4321, we have the same strategy. I did sell all my BRIC funds and India Funds as well and switch into Jap. SME Co. funds today

引用:

原帖由 chungadam 於 2006-12-28 04:03 PM 發表
B4321, we have the same strategy. I did sell all my BRIC funds and India Funds as well and switch into Jap. SME Co. funds today

Sounds good. I don't comfortable with the rapid rise of the A and H shares due
to hot money and concept only. I am sure the China market is good, but
not rising too rapidly. I would be appreciated if the major shares can
rise 20% per year, but not per month, especially for those giant
banks and giant insurance companies.

I hope to hold some China shares for long term, but now become
short term. The cash gained will be my additional bullets into cheaper
markets.

Jap big companies have rised quite much already (although still cheap)
if compared with current peak (1 year ago). But SME is still much much
behind. They are supported by soild growth but not concept. However,
the Jap market is much flutuated by the strengthness/weakness of
YEN, oil price, relationship with China and USA economy. So need to
fasten the seat belt.

If buying Jap SME, u should not look at the Nikkei but the Jasdaq index.

[ 本帖最後由 b4321 於 2006-12-28 04:39 PM 編輯 ]

有!!!!!!!!!!!! 好似唔使$咁, d人都傻左

引用:

原帖由 achilleslaw 於 2006-12-28 05:11 PM 發表
有!!!!!!!!!!!! 好似唔使$咁, d人都傻左

Maybe it is good time to "GO"

b4321, actually all my investment are in saving purpose. I did keep track those direct funds weekly. Once It drops 15-20% (compare to my last buying price), I will buy in. I bought the Jap SME Co. fund since 2004 and I lock the profit at peak during last year. Recently I found out there is return to 2004 price level and I think it's worth to buy it again. My point of view is the coming year 2007 is becoming much more flustrated, I would like to change my agressive profolio from 9:1 to 6:4., some of my funds was switched from equity to bond funds and new emergign market equity switched to global equity.

引用:

原帖由 chungadam 於 2006-12-29 09:19 AM 發表
b4321, actually all my investment are in saving purpose. I did keep track those direct funds weekly. Once It drops 15-20% (compare to my last buying price), I will buy in. I bought the Jap SME Co.  ...

I am told the cheapest market in Asia (in term of PE) are Korea, then Thailand. U can keep an eye on these if u want to chase the left behind markets.

Bond funds are good for stability. I like Schroders' Asian Bond Fund as it can give around 6+% per year. But if US starts to cut interest, the bond fund should have a far better return.

I will buy the Aesan Equity funds instead of individually Thai funds. hehe...my annual expected return is only 20% per year for overall profolio.

之前放�鬙郎w同工銀佢就大升，激到我…

於是反手�隊什穈]險同交通，跌�鱄蚞縻祖藄荇隉C

但宜家個市咁癲，我都好驚，已經放晒所有香港銀行股，只係剩中資金融股同大連港(坐艇)。

引用:

原帖由 edwihik 於 2006-12-27 01:22 PM 發表
睇黎會...過左一月先會有大調整,  大概會到 16800 , 中移係調整火車頭....

I hope so!!

引用:

原帖由 kkwong7606 於 2006-12-28 05:34 PM 發表
Maybe it is good time to "GO"

I have been selling but those I sold kept on rising. Cannot always maximize gains!