I think all the Chinese banking and insurance stocks will go up next week, either as a rally or pick up the upward trend again after digesting bad news and consolidating,,, they are oversold these few days....

I believe one can hold 50% stocks - of course to pick the "strong" ones or with unique concept.  10% short positions as hedging - still there is great pressure for an middle term adjustment.  OR you can follow Dr. Tsang Yuen Chong's saying that - sell one before buy another - don't use all of your cash in portfolio.  Good luck all brothers and sisters!  

很多人說5月會有大跌市, 但是5月就完了, 真的嗎？
看回數據吧，除了部分大陸股價過高之外, 美國、歐洲的數據又真的不差呀, 亞洲地區如星馬, 印尼持續向好......真的想不到會有什麼原因令經濟向壞

跌市 =/=經濟向壞, just correction or consolidation....

May so far is stagnant with a little down,,, let's hope that Monday, Tuesday, Wednesday and Thursday would be okay,,, I still hold 65-70% stock....

引用:

原帖由 leoxi 於 2007-5-23 19:35 發表


That's what everyone thinks, but is it really true? I am not too optimistic about that.

Not the Olympic Games itself but the belief that China don't want the market to break before the Olympic. So once correction occurs, buyers will take it as a good chance to get cheap goods hence will rush into the market. Therefore the market is supported.

As stock market reflects the future, the Olympic belief will fade well before the Olympic actually starts. Probably around Ching Ming Festival

.....................................

I heard that it should be issued in May but delay. If the security department speed up the process and make it happen in June, that will be interesting for the crazy investors.

似乎市場上面都是資金泛濫 , 亞洲國家都用儲備去開公司投資。

引用:

原帖由 PENNY117 於 2007-5-27 14:34 發表
.....................................

What is meaning?

引用:

原帖由 leoxi 於 2007-5-26 00:12 發表
Did you take any long positions today?

All long. Short will be killed!

引用:

原帖由 小花至愛 於 2007-5-27 12:58 發表
跌市 =/=經濟向壞, just correction or consolidation....
May so far is stagnant with a little down,,, let's hope that Monday, Tuesday, Wednesday and Thursday would be okay,,, I still hold 65-70% s ...

Everything is up today, esp. the small caps and speculative ones. Kind of scary but enjoy the ride!

i agree with u and i also sell some of stock last

今日又大豐收... 真係要冷靜 D 至得咯, 好容易沖昏頭腦!!!!! 救命!!!

引用:

原帖由 mmr.ren 於 2007-5-29 16:27 發表
今日又大豐收... 真係要冷靜 D 至得咯, 好容易沖昏頭腦!!!!! 救命!!!

食粒"爽浪"啦!

Recent conditions are:

1. A-share goes up, HK stagnant or down; A-share drops, HK down too....
2. US stagnant or drop, HK follows; US goes up, HK doesn't follow...
3. Asian market goes up, HK doesn't follow; Japan drops, HK follows...
4. Operating data and basic factors of local stocks still looking good....
5. Local market is focusing on small-sized, risky stocks because of the boring index and blue chips...

So our stock's raise have been suppressing since mid-MAY...

My view now is that further moderate correction may not come in MAY or JUNE, index may go up very soon... but the opposite is also likely, with some bad news, HSI may drop greatly...

Now is a crossroad,
A. buy and hope for 23000-25000 in the second half of 2007, or
B. wait for around 19xxx to collect, but dropping below 196xx-197xx will break below 150 MA and inviting the bear...

After index clearance, I think 50 MA and 100MA (at 203xx-202xx) should have very decent support....

Low p/e and solid blue chips should be holding tight... the small adjustment from 210xx to 203xx could be over very soon...


Chart for reference:

mainland gives a strong kick last night....

Actually this news is positive for the HK market,,, boost QDII,

but very likely
1. A-share goes up, HK stagnant or down; A-share drops, HK down too....

But QDII seems not yet going, at least still very small in amount.

The medium to long term effect should be good, since it will reduce the amount from "small investors", and also reduce short fry, especially small ones.

Today 50 & 100 MA were broken instantly,,,

let see if index can close above 100 MA or not...

Big hongs are collecting a lot of stocks lately, now they advise people to collect... XYZ@#$#

財華社香港新聞中心。

證券行名稱/股份名稱/股票代號/新目標價(舊)/新投資評級(舊)/盈利預測。

5月30日。

大摩/中移動(0941-HK)/目標價81.5元/增持/--。

花旗/華潤電力(0836-HK)/目標價17元(14元)/買入/調高2007-09年盈利預測6%。

高盛/利豐(0494-HK)/目標價31.6元(29.8元)/買入(中性)/--。

高盛/渣打(2888-HK)/目標價265元/買入/--。

高盛/粵海投資(0270-HK)/目標價5元(調升16%)/中性/--。

BNP/大家樂(0341-HK)/目標價16.8元/買入/--。

BNP/長實(0001-HK)/目標價125元/買入/--。

BNP/新地(0016-HK)/目標價110元/買入/--。

BNP/恆地(0012-HK)/目標價57.9元/買入/--。

BNP/信置(0083-HK)/目標價19.51元/買入/--。

BNP/新世界發展(0017-HK)/目標價19.5元/買入/--。

BNP/嘉里建設(0683-HK)/目標價39.6元/持有/--。

BNP/恆隆集團(0010-HK)/目標價25.76元/持有/--。

BNP/恆隆地產(0101-HK)/目標價18.2元/減持/--。

引用:

原帖由 小花至愛 於 2007-5-30 15:25 發表
Big hongs are collecting a lot of stocks lately, now they advise people to collect... XYZ@#$#

財華社香港新聞中心。

證券行名稱/股份名稱/股票代號/新目標價(舊)/新投資評級(舊)/盈利預測。

5月30 ...

i only like 高盛/利豐(0494-HK)/目標價31.6元(29.8元)/買入(中性)/--。 from above list...

利豐 is good stuff~

"兩市總成交額創出新高，達４０７１﹒３億元。"

勁變態!

0.1% to 0.3% stamp duty is not much different.
Only short term pyschological effect insteads of real profit and loss effect.

引用:

原帖由 b4321 於 2007-5-30 18:00 發表
0.1% to 0.3% stamp duty is not much different.
Only short term pyschological effect insteads of real profit and loss effect.

One of the reasons is to reduce the activities of day-traders.  It also sends a signal to indvidual investors about the risk involved in the China market - gov't policies can be implemented overnight.