引用:
原帖由 peninsula 於 2007-7-14 05:53 PM 發表
But I will buy #825 if below IPO price.
I have a view on this counter and honestly, when I looked at the allocation, I knew this poor showing was coming. But because I have another bullish view on it, I didn't bother to sell immediately, for fear that I might be wrong.
This allocation favors the big tickets and with group B, you are getting 4.9%. People in this group are mostly on borrowed funds with 10% haircut. And no one would have expected 4.9% allocation which is 49% of the money they put in. This is just too much for comfort. So they will unload a good part of it. But after this is digested by the market, I think there are better days ahead and here's my view.
I subscribed for this counter because it's the 3rd generation running the show, the grandson of Cheng Yue Tung and this is his first show. With the kind of money of Uncle Tung, he's not gonna put on bad show for his beloved grandson.
