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標題: 四川地震, 鋁業及資源料股票需求大 [打印本頁]

作者: perryyau2005 時間: 2008-5-15 13:28 標題: 四川地震, 鋁業及資源料股票需求大

四川地震, 鋁業及資源料股票需求大

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天災破壞了大量建築及公路, 將來國家對四川災區進行大量復建項目, 對鋁業, 及各資源類股票將需求量大.

作者: b4321 時間: 2008-5-15 16:27

I have BHP, which many China miners buy fm it.
My cost was AUD25. Now it raises to AUD48 after gettting approval fm a mining project fm government.

引用:

原帖由 perryyau2005 於 2008-5-15 13:28 發表
四川地震, 鋁業及資源料股票需求大

天災破壞了大量建築及公路, 將來國家對四川災區進行大量復建項目, 對鋁業, 及各資源類股票將需求量大.

[ 本帖最後由 b4321 於 2008-5-15 16:28 編輯 ]

作者: peninsula 時間: 2008-5-15 21:01

引用:

原帖由 b4321 於 2008-5-15 16:27 發表
I have BHP, which many China miners buy fm it.
My cost was AUD25. Now it raises to AUD48 after gettting approval fm a mining project fm government.

Any more upside from this price?

作者: b4321 時間: 2008-5-15 23:17

BHP is reaching the historical peak, so it will be risky if one chases after this stock. I'm planning to sell 1/3 to realise profit if it can reach AUD50+. Etrade's report is targetting to AUD54 in the coming 12 months.

However, the big 4 banks are very cheap and drop to around 3 years' ago price. Qantas is very cheap but business is very strong.

But anyway, Australian miners are more "solid" than the China miners. If have times, study the Australian minors which have bigger chance to be bought by the China miners.

据香港大公報報道，全球礦業巨頭必和必拓(BHP Billiton)周三股价于澳洲股市創出新高，最高報48.9澳元，收報48.56澳元，升6.82%。其股价創出新高主要是因為市場傳出中國鋁業母公司中鋁公司有意入股必和必拓。有基金分析員表示，有中國的公司有意入股必和必拓，但他并沒有透露該公司名字，但市場指出為中鋁公司。

近月，已有不少的中國公司向澳洲的資源公司入股或提升持股量，用以穩定其原材料的供應。

必和必拓行政總裁Marius Kloppers于本月初曾表示，中國投資者最終會購入公司的股份，而在日前接受外國電視台訪問當中，被問及市傳中鋁公司有意入股公司時，他稱，‘公司近日亦有听聞該傳聞，然而，公司不會就此事作出評論，而針對特定的傳言作出評論，對公司而言是有困難的。’

于2月，中鋁公司与戰略伙伴美國鋁業聯手策動中國最大宗海外直接投資，動用資金達140.5億美元，折合約1090億港元，購入倫敦交易所上市的礦業巨頭力拓(Rio Tinto)12%股份，并成為力拓的單一最大股東。

引用:

原帖由 peninsula 於 2008-5-15 21:01 發表

Any more upside from this price?

[ 本帖最後由 b4321 於 2008-5-15 23:54 編輯 ]

作者: ABCTAM 時間: 2008-5-16 04:34

HOWEVER CHINA GOVERNMENT WILL CONTROL THE AL PRICE AS SAME AS OIL TO
CONTROL INFLATION RATE

MAY SELL MORE LOSS MORE

作者: b4321 時間: 2008-5-16 11:40

China Govn't control the oil and material prices, so the market is twisted.

Oil and raw material prices are skyrocket high recently, but the related companies' share prices are still very low and can't reflect the real market.

So better to look for the overseas share markets, like Caltex, BP, BHP etc to have the real gain.

My another oil explorer WPL is in recorded high, but 857 SinoPet is only 1/2 of its recorded price.

引用:

原帖由 ABCTAM 於 2008-5-16 04:34 發表
HOWEVER CHINA GOVERNMENT WILL CONTROL THE AL PRICE AS SAME AS OIL TO
CONTROL INFLATION RATE

MAY SELL MORE LOSS MORE

[ 本帖最後由 b4321 於 2008-5-16 13:04 編輯 ]

作者: b4321 時間: 2008-5-16 14:54

China material market is twisted. Overseas market can reflect the reality.

引用:

原帖由 devilsadvocate 於 2008-5-16 14:46 發表
中國鋁業又得唔得? 點解唔多升?

作者: peninsula 時間: 2008-5-16 21:15

引用:

原帖由 b4321 於 2008-5-16 14:54 發表
China material market is twisted. Overseas market can reflect the reality.

Broke $50!

作者: 152742 時間: 2008-5-18 01:16

希望佢升啦...><...買左好多

作者: peninsula 時間: 2008-5-19 20:39

引用:

原帖由 152742 於 2008-5-18 01:16 發表
希望佢升啦...><...買左好多

BHP stock?

作者: b4321 時間: 2008-5-19 22:25

Beside BHP is hitting the recorded height, my another WPL (Woodside Petroleum) is also hitting the recorded height to AUD69.50. It was only around AUD60 in the last 2 weeks.

My avg price of WPL was around AUD39.00 (drop more, bought more), giving me around 50% profit in 1.5 years

.

--------------------

　据澳洲報紙《澳洲人》報道，中國方面已經接触澳洲一家大型養老金投資基金公司，希望合力買下澳洲礦業巨擘必和必拓的9%股權,价值數以十億美元計。

　据稱,根据合作提議中的條款,中國方面將買下必和必拓4.5%的股權,而另外4.5%股權將由上述澳洲基金公司和一家全球私人直接投資公司所瓜分。

　　收購傳聞刺激礦業股再創新高，必和必拓(BHP.AX)股价升1.5%至48.70澳元，盤中一度触及紀錄高位50.00澳元，力拓(RIO.AX：)升1.9%至155.35澳元，盤中創下156.69澳元的紀錄高位。

[ 本帖最後由 b4321 於 2008-5-20 00:24 編輯 ]

作者: ah_chong 時間: 2008-5-20 14:20

引用:

原帖由 b4321 於 2008-5-19 22:25 發表
Beside BHP is hitting the recorded height, my another WPL (Woodside Petroleum) is also hitting the recorded height to AUD69.50. It was only around AUD60 in the last 2 weeks.

My avg price of WPL ...

澳圓咁升法，淨賺匯水都唔野少喎。

作者: peninsula 時間: 2008-5-20 19:27

引用:

原帖由 ah_chong 於 2008-5-20 14:20 發表
澳圓咁升法，淨賺匯水都唔野少喎。

Yes, passed 0.96 easily today!

作者: jigokunojuunin 時間: 2008-5-30 06:27

thank for sharing

作者: yamatatata 時間: 2008-6-1 19:24

Thank for sharing!!!

作者: ABCTAM 時間: 2008-6-6 01:37

THIS IS TIME FOR COAL, NEXT TIME WILL BE .........................

作者: peninsula 時間: 2008-6-6 21:52

引用:

原帖由 ABCTAM 於 2008-6-6 01:37 發表
THIS IS TIME FOR COAL, NEXT TIME WILL BE .........................

Coal? OIL la.

作者: ABCTAM 時間: 2008-6-6 23:14

REALLY COAL = OIL , I AM SO FOOLISH; HOWEVER THEY CAN BURN, IN USA THEY ARE ON DIFFERENT INDEX.

I GUESS THAT THE NEXT WILL BE COPPER THEREFORE I TRY TO " PUT" >>>>

作者: soldaten 時間: 2008-6-8 17:52

保险：负面影响有限长远发展可期

作者: nonhuman 時間: 2008-6-8 22:30

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作者: ABCTAM 時間: 2008-6-10 06:49

THANK YOU FOR YOUR ADVISE

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