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[建議] 好股分享,大家可以給些建議

peninsula

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26^# 大中小發表於 2007-7-11 11:15 只看該作者

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原帖由 dejavu2003 於 2007-7-11 09:29 發表
On #224, I had 100K out of daily volume of around 200K. Some of the remaining might be my friend's wife's.
I start to be a seller on #212, not buyer.

I was going to get into above 2 today. #310 is on the move again. Is it still a BUY now?

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dejavu2003

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27^# 大中小發表於 2007-7-11 11:47 只看該作者

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原帖由 peninsula 於 2007-7-11 11:15 AM 發表

I was going to get into above 2 today. #310 is on the move again. Is it still a BUY now?

I am not selling my holding based on the advice from .....

But I am not buying as I don't know exactly what they are doing and I am not comfortable. May be I am too cautious but if I have to give you advice, I am inclined to say don't buy.

#224 is due to announce their result today. They made $129 million last year, and if they didn't earn $250 mil this year (after revaluation), they must be hiding their profit somewhere. My quick and dirty calculation is that htey might be making as much as $300 million, makiing the PE under 3X. But I just wonder, why so little buying interest recently. Apart from me and my friends, there are few bidders.

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peninsula

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28^# 大中小發表於 2007-7-11 12:14 只看該作者

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原帖由 dejavu2003 於 2007-7-11 11:47 發表
I am not selling my holding based on the advice from ......

Thanks for info. I will put in a small order for #224.

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ZDB028

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29^# 大中小發表於 2007-7-14 17:53 只看該作者

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peninsula

元老用戶組

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30^# 大中小發表於 2007-7-14 17:55 只看該作者

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原帖由 ZDB028 於 2007-7-14 17:53 發表
for 212 my EQ is less good
got it at 9.5 one year ago
and sold at 15 in March this year when it started to soared up
not dare to chase again

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dejavu2003

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31^# 大中小發表於 2007-7-14 18:04 只看該作者

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原帖由 peninsula 於 2007-7-11 12:14 PM 發表

Thanks for info. I will put in a small order for #224.

Dill La Ma. #224 is hiding their profit ($57 million) in reserve. They put the damned thing under Asset Available for sale and don't have to put the revaluation gain in the P&L. They put $57 million gain (from memory) last year in reserve from their holding in #662. I'll find out what they put in Asset available for sale when they issue the Annual Report but I guess it's the property of KLN City Plaza and 68 Yee Woo Street (in a joint venture with MS Proerty Fund. Brotther B4321 pls take note. This is an alternative to buying MS Asia Proerty Fund). How long can they hide the profit from us?

I missed out on the forecast on only one thing this year. The revaluation of the Pioneer Building in Kwun Tong. Everyone knows that Industrial Building + Kwun Tong is the hottest thing in the past year. They had it on the book at around $800 per sq. ft and they only revalue it for $110 p.s.f. I had the revaluation at $500. I learned from the tenants that they only renew the leases for everybody to a same date next year, and this is a sign for sale or re-development. I am going to 鬥長命 with you suckers.

[ 本帖最後由 dejavu2003 於 2007-7-14 18:09 編輯 ]

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peninsula

元老用戶組

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32^# 大中小發表於 2007-7-14 18:07 只看該作者

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原帖由 dejavu2003 於 2007-7-14 18:04 發表
Dill La Ma. #224 is hiding their profit ($57 million) in reserve. They put the damned thing under Asset Available for sale and don't have to put the revaluation gain in the P&L. They put ...

Then, I will put in a large order nest week but cannot use HSBC so I need to move some funds first. Watch out for either Hantec and/or Chief. What price to buy?

Thanks.

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dejavu2003

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33^# 大中小發表於 2007-7-14 18:11 只看該作者

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原帖由 dejavu2003 於 2007-7-14 06:04 PM 發表

Dill La Ma. #224 is hiding their profit ($57 million) in reserve. They put the damned thing under Asset Available for sale and don't have to put the revaluation gain in the P&L. They put ...

When you hold an asset (#662) for over 10-20 years, and you want to put them under Asset Available for Sale?? This is not possible. You have cross-holding with Asia Finance.

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dejavu2003

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34^# 大中小發表於 2007-7-14 18:13 只看該作者

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原帖由 peninsula 於 2007-7-14 06:07 PM 發表

Then, I will put in a large order nest week but cannot use HSBC so I need to move some funds first. Watch out for either Hantec and/or Chief. What price to buy?

Thanks.

I always use the logic on this thinly traded counters that there's always desperate buyer who are fed up with no transaction for a long time. I always put a lower than market bid and hope for the best.

Although, this turns out to be poor decision recently. I changed my mind at the last second even though I could pick up 100K at around 72c. I ended up buying at 91c & 97c.

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peninsula

元老用戶組

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35^# 大中小發表於 2007-7-14 18:19 只看該作者

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原帖由 dejavu2003 於 2007-7-14 18:13 發表
I always use the logic on this thinly traded counters that there's always desperate buyer who are fed up with no transaction for a long time. I always put a lower than market bid and hope fo ...

You mean 92 cents, right?

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dejavu2003

元老用戶組

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36^# 大中小發表於 2007-7-14 18:21 只看該作者

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原帖由 peninsula 於 2007-7-14 06:19 PM 發表

You mean 92 cents, right?

No, it was 72c around May or something. I picked up the phone to the broker but hanged up.

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