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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

H stocks or perhaps 2823

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原帖由 italy2006 於 2007-6-6 18:30 發表
Think +ve about #941.  Target is $75 this month/July.

from 728's movement todays, it seems to me that some investors are believing China will issue 3G licence in very soon. So 941 worth holding

All of a sudden atmosphere in China and US changed bad.  land auction today also a short term discouragement.  HK market are digesting these bad news.  Once interest rate increasing for China is confirmed (or confirmed no increase), HK market in particular H shares will go up again.

Still think buying in every adjustments is the stragety. There may be at least one final shooting in this year. 2823, 753, 941, 2628 my hopes.

I admire brothers" handsom return in the small shares. But I have no guts to touch them.

The world is turning round and round
for the past 6 months CN financial stocks had been stagnant while others all rise
financial stocks thus become relatively cheap
so they are in play as main actors again

Brother small flower : Yes I read your column earlier. Your prediction is so accurate

but why 3rd quarter to take profit and not 4th quarter or early 2008 ?

I am taking H shares as the major and aim at Chinese New Year 2008 or H index 15000 which ever is the earlier to leave the venue. I'll then empty my porfolio to observe for 2-3 months

agree monday will shoot up because China had no new controlling measures introduced

3988 and 1398 are turtles that walk slowly but with assurance. There're stocks for retirement
There's no point to mind their short term fluctuation

I allways tell my friends
If you buy stock don't buy HSBC
but if you put your money in a savings account then  buy HSBC instead
for the rest time of this year, each time that's bad news about subprime mortgage in US,' HSBC will fall

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原帖由 leoxi 於 2007-7-13 00:18 發表


Subprime is a big issue in the short run, but it's not an issue that will hinder HSBC in the long run.

agree
agree
but how long is a long run
to wait for a long run may be a waste of opportunity cost at a time when the monthly fluctuation of HSI is some 1000-2000 points ?

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原帖由 yj0430 於 2007-7-18 10:58 發表
I turned all stocks into cash today!! Sold in May,..Now, go away !!

if china do not introduce extraordinarily harsh controlling measures by this week, stock may rise again. Even if + 0.27 interest rates only may be a  good news.

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原帖由 peninsula 於 2007-7-14 17:48 發表

On the whole, the JPY carry trade situation will affect the market somewhat, just like in Feb./March this year. Sept. will see the result as Japan's financial year will be at half-way point.: ...

you warn us 2 weeks in advance very accurate prediction

this time the carry\trade unwinding seems less in scale comparing with that in March

you think the unwinding is about to finish, and srock rise again
or otherwise