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標題: say goodbye to 2628 [打印本頁]

作者: ytt 時間: 2007-8-31 16:06 標題: say goodbye to 2628

this morning sold all 2628 in hand
first time in 2 years holding zero of this stock
really think in short term all good factors for 2628 had been overpriced
of course this is a good stock in long run and would take chance to buy back

作者: peninsula 時間: 2007-8-31 16:12

引用:

原帖由 ytt 於 2007-8-31 16:06 發表
this morning sold all 2628 in hand
first time in 2 years holding zero of this stock
really think in short term all good factors for 2628 had been overpriced
of course this is a good stock in lon ...

I may follow next week as stock price is very attractive whilst P/E is terrible.

作者: nonhuman 時間: 2007-8-31 21:54

提示: 作者被禁止或刪除內容自動屏蔽

作者: 3a4b5c6c 時間: 2007-9-1 00:18

引用:

Originally posted by ytt at 2007-8-31 16:06
this morning sold all 2628 in hand
first time in 2 years holding zero of this stock
really think in short term all good factors for 2628 had been overpriced
of course this is a good stock in lon ...

It is okay, wait for correction and buy back.
2628 is tough to break $40 in a short time easily, but also is not easy to break $34.5. Except for big good or bad news come out.

I sold 80% stocks in my profolio today, holding 20% which are 2628, 939, and 1800.
If 2628 reached $40 in first time, I will sell 50% of it and wait for buy back at lower level.

PE is not too bad now, and expect to drop to 20 next year which is a good sign for it

作者: ytt 時間: 2007-9-1 03:48

really surprised to have 3 trustful comrades supporting me
mainland influence is really too strong and 2628 is such a legendary stock
I hope I don't have to be regret

still think by year end HSCEI will be 15000+
but in short term many stock had come to their peak leaving very little room to further rise

while waiting for a healthy correction to absorb back the star stocks such as 2628
now may be better to dig out some lag-behind stocks and buy small amounts of them for entertainment

how about :

358 kiangsi copper
2006 Jinjiang Hotels
8245 Jingkelung (small, full of Olympic concept)

作者: 熊魔鬼 時間: 2007-9-1 18:05

2628算係我愛股之一,
本身有兩手2628會長線持有,
上星期又入左隻輪,
前日放左一半止賺,
剩返一半可能星期一放埋佢.

作者: 3a4b5c6c 時間: 2007-9-3 04:11

引用:

Originally posted by ytt at 2007-9-1 03:48
really surprised to have 3 trustful comrades supporting me
mainland influence is really too strong and 2628 is such a legendary stock
I hope I don't have to be regret

still think by year end ...

I would not touch 358 since the price is too high, and just down grade by mutual house, pretty risky in short term

2006 Olympic concept, and been up fast recently, but the sales of his business is not that good. I would not touch either.

8245 , no comment on it

I would buy 1800, 1898, and 3993 if price go down whenever the correction come

作者: peninsula 時間: 2007-9-3 08:56

引用:

原帖由 3a4b5c6c 於 2007-9-3 04:11 發表
I would not touch 358 since the price is too high, and just down grade by mutual house, pretty risky in short term ...

Agreed, esp. #1800! Very good. For metal stocks, prefer #323 and #1053

作者: KOTO 時間: 2007-9-3 09:51

agreed, sold all

24 in,
37.5 out last week

作者: 3a4b5c6c 時間: 2007-9-3 10:27

引用:

Originally posted by peninsula at 2007-9-3 08:56

Agreed, esp. #1800! Very good. For metal stocks, prefer #323 and #1053

Yes, 1800 is a monopoly company in this sector and signed many big contracts already.

作者: ytt 時間: 2007-9-3 10:50

引用:

原帖由 peninsula 於 2007-9-3 08:56 發表

Agreed, esp. #1800! Very good. For metal stocks, prefer #323 and #1053

reviewed and decide to delete 358
but have some doubts on 1800
will anounce result on 7.9.2007
even with surprise stock price may retreat due to profit taking

作者: KOTO 時間: 2007-9-3 12:00

1800, before announcement should sell if price exceeds 18

作者: 3a4b5c6c 時間: 2007-9-3 12:19

引用:

Originally posted by KOTO at 2007-9-3 12:00
1800, before announcement should sell if price exceeds 18

If you already had 1800 on hand, yes, can sell it at around $18; otherwise, wait for it drop lower and buy

作者: peninsula 時間: 2007-9-3 13:08

引用:

原帖由 KOTO 於 2007-9-3 12:00 發表
1800, before announcement should sell if price exceeds 18

Why fall?

作者: 3a4b5c6c 時間: 2007-9-4 23:21

引用:

Originally posted by KOTO at 2007-9-3 12:00
1800, before announcement should sell if price exceeds 18

I would like to know too?

作者: ces 時間: 2007-9-5 00:26

willl anouce result on 7.9.2007
market predict profit +70%

if turn out 70% or under
profit taking likely occur causing selling pressure

only very suprisingly good result could stimulate stock price
PE 60% really too high

作者: peninsula 時間: 2007-9-5 10:47

引用:

原帖由 3a4b5c6c 於 2007-9-4 23:21 發表
I would like to know too?

Move the other way towards $20!

作者: ericliu 時間: 2007-9-5 10:58

long-term holding of all good stocks

作者: 東虫 時間: 2007-9-5 12:23

到今日,我賺佐 535,040(926.32%)

如果我在早排的幾浪放貨,我肯定我會miss了再上車的機會

作者: peninsula 時間: 2007-9-5 12:33

引用:

原帖由東虫於 2007-9-5 12:23 發表
到今日,我賺佐 535,040(926.32%)
如果我在早排的幾浪放貨,我肯定我會miss了再上車的機會

900%??

作者: 3a4b5c6c 時間: 2007-9-5 15:13

引用:

Originally posted by peninsula at 2007-9-5 10:47

Move the other way towards $20!

Yes, agreed $20 soon and $25 in this year end

作者: peninsula 時間: 2007-9-5 17:16

引用:

原帖由 3a4b5c6c 於 2007-9-5 15:13 發表
Yes, agreed $20 soon and $25 in this year end

Good!!

作者: ces 時間: 2007-9-5 17:26

引用:

原帖由 3a4b5c6c 於 2007-9-5 15:13 發表

Yes, agreed $20 soon and $25 in this year end

I guess you are holding this stock
those holding a stock tend to look too good

作者: 3a4b5c6c 時間: 2007-9-5 17:39

引用:

Originally posted by ces at 2007-9-5 17:26

I guess you are holding this stock
those holding a stock tend to look too good

Yes, I am holding some shares of 1800, but not much. It is good for mid-long hold.
First target is $20, then $23; will see how it goes on earning report later

作者: peninsula 時間: 2007-9-5 17:40

引用:

原帖由 3a4b5c6c 於 2007-9-5 17:39 發表
Yes, I am holding some shares of 1800, but not much. It is good for mid-long hold.
First target is $20, then $23; will see how it goes on earning report later

Reach $30 in 2008.

作者: ces 時間: 2007-9-5 18:32

引用:

原帖由 peninsula 於 2007-9-5 17:40 發表

Reach $30 in 2008.

that means +50% in 16 months
congratulations

作者: 3a4b5c6c 時間: 2007-9-5 21:17

引用:

Originally posted by peninsula at 2007-9-5 17:40

Reach $30 in 2008.

I don't mind its reach $30

作者: 3a4b5c6c 時間: 2007-9-5 21:18

引用:

Originally posted by ces at 2007-9-5 18:32

that means +50% in 16 months
congratulations

Yeah, maybe more

作者: peninsula 時間: 2007-9-5 21:59

引用:

原帖由 ces 於 2007-9-5 18:32 發表
that means +50% in 16 months
congratulations

#1800 has a real chance to get there!

作者: 3a4b5c6c 時間: 2007-9-5 22:14

引用:

Originally posted by peninsula at 2007-9-5 21:59

#1800 has a real chance to get there!

Yes, I think and agreed so.

作者: peninsula 時間: 2007-9-5 22:15

引用:

原帖由 3a4b5c6c 於 2007-9-5 22:14 發表
Yes, I think and agreed so.

It is another #2628. Wait a while and then explode!

作者: 3a4b5c6c 時間: 2007-9-5 22:41

引用:

Originally posted by peninsula at 2007-9-5 22:15

It is another #2628. Wait a while and then explode!

Maybe not that strong, 1800 supported by very big company or government.
It is depended on how many contracts 1800 signed and confirmed, not like 2628 can do varieties kind of business and investment.

But 1800 still a very good one to hold

作者: ces 時間: 2007-9-6 00:55

引用:

原帖由 3a4b5c6c 於 2007-9-5 22:41 發表

Maybe not that strong, 1800 supported by very big company or government.
It is depended on how many contracts 1800 signed and confirmed, not like 2628 can do varieties kind of business and ...

This is the point
and that's why I say PE60 is too high
no matter how good a construction company's business is , there is a limit for the profit it can earn

The price of a stock is affected by :

1. It's earning power, both now and future
2. It's asset
3. investers hope to its future price increase

it seems to me the strong pricing trend for 1800 is only supported by factor 3. In a bullish market when the stock is hot fried there's no problem.

作者: peninsula 時間: 2007-9-6 09:18

引用:

原帖由 3a4b5c6c 於 2007-9-5 22:41 發表
Maybe not that strong, 1800 supported by very big company or government.
It is depended on how many contracts 1800 signed and confirmed, not like 2628 can do varieties kind of business and ...

#2628 was below $10 for a long time before moving up.

Again, as always, time will tell!

作者: 3a4b5c6c 時間: 2007-9-6 15:00

引用:

Originally posted by ces at 2007-9-6 00:55

This is the point
and that's why I say PE60 is too high
no matter how good a construction company's business is , there is a limit for the profit it can earn

The price of a stock is affec ...

Your points are good, we have to see how it announced in earning report meeting and the prospective in future.

In fact, big and small investors are really love to keep 1800, that is stock market, no matter the PE how high it is.
All we have to do, is caution at all time.

You don't want to buy #5 at this moment since it is got struck by mortgage problem even its PE is quite low, that is stock market.
For 3~4 lines stocks, it flied to sky high, there were no concern about its PE or real business.

Whenever people love to do on some specific sector, you can either follow or not to buy; it is tough to analysis sometimes

作者: 3a4b5c6c 時間: 2007-9-6 15:00

引用:

Originally posted by peninsula at 2007-9-6 09:18

#2628 was below $10 for a long time before moving up.

Again, as always, time will tell!

Yes, agreed, could have another big run later, like 2628. We have never known, but if you bought it at lower price, why not to hold it for longer time

作者: peninsula 時間: 2007-9-6 15:59

引用:

原帖由 3a4b5c6c 於 2007-9-6 15:00 發表
Yes, agreed, could have another big run later, like 2628. We have never known, but if you bought it at lower price, why not to hold it for longer time

Bingo!

作者: 東虫 時間: 2007-9-28 15:29

2628.HK 中國人壽 9/28/2007 3:20 45.00 +1.80
(+4.17%) 高：45.10 低：43.00 3.61 (盈利 1146.54%)

作者: 3a4b5c6c 時間: 2007-9-28 16:01

引用:

Originally posted by 東虫 at 2007-9-28 15:29
2628.HK 中國人壽 9/28/2007 3:20 45.00 +1.80
(+4.17%) 高：45.10 低：43.00 3.61 (盈利 1146.54%)

Yes, Bingo. Keep rising and rising

作者: LoserII 時間: 2007-9-28 23:18 標題: Percent

Win, win & win, nobody worries about down down down. The speed of rising and the speed of falling should be same, and is unpredictable, dear friends, take care ! Got to stop by HSI 30,000 I don't see why it can reach 40,000

作者: 3a4b5c6c 時間: 2007-9-30 03:12

引用:

Originally posted by LoserII at 2007-9-28 23:18
Win, win & win, nobody worries about down down down. The speed of rising and the speed of falling should be same, and is unpredictable, dear friends, take care ! Got to stop by HSI 30,000 I d ...

Don't konw, will see

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