8/13/2018

13/8/18 投資日誌 買入會德豐



增持會德豐,以會德豐的積極售樓量,再加上九倉及九倉置業業績,相信業績可維持。

利率,政府政策,全對地產股負面,地產股將全面受遏。
一手市場亦維持積極出貨。

38 則留言:

  1. I still think 016.HK is the best.

    Anyway, Good Luck!

    ^_^

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  2. 回覆
    1. 沒有這板塊,但有少少興趣。
      不過遲些再考慮。
      不清楚今日暴瀉原因。

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    2. Topic:

      Value investment v. Valuation investment

      e.g. 900.HK v. 1317.HK

      ^_^

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    3. I am naive and do not know how to define a successful stock.

      I just want it goes to HK$9.00 ... so that I "may" consider to do "stocks switching".

      ^_^

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    4. 只要持續能將價值提升便是。
      當然,無人有水晶球,但我們可以選贏面較大。

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    5. Much agreed.

      I want it earns HK$1 per share per year and pays me HK$0.50 per share per year ... and year by year ... and year by year ... and year by year ... and ...

      ^_^

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    6. Listen! Aeonplane is singing, "Believe me I can fly ... I'm singing in the sky ..."

      ^_^

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  3. 九置商場太依賴大陸客,防守性稍差一點

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    1. 我同意,這高檔商場無可避免會較波動,好時好好,差時又好差。
      會德豐有自己住宅做,豪宅做,算分散咗。

      幸好,信置及新地較本土,沒有集中風險。

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  4. Value Sir,

    Sold 257.HK @HK$8.42 just before lunch.
    Bought back @HK$6.70 just before.

    Today is a hard day. I am lucky.

    ^_^

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    1. 莫非你有水晶球?
      你應該這星期才買入光大。

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    2. Value Sir,

      If I have a crystal ball, I will not touch it before.

      Since I bought it before, I only have to minimise my loss. (Right now, I am still incurred accounting loss from it.)

      I am just a little lucky today.

      Stocks investments (I hate stocks trading.) are always full of uncertainty. Us individual investors only have to learn from the market.

      I say myself "student" because student learns from the market.

      Tomorrow is another new day. Be optimistic!

      Good night!

      ^_^

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    3. 很多板塊出現異動,我都忙於思考。
      關於光大,我亦有很多東西要了解,但供股就應該會供,甚至是額外供。

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    4. Today is also a hard day!

      But tomorrow ...

      ^_^

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    5. 息口及貿戰仍影響市場。
      要給予耐性及選能抵禦風暴的公司。

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    6. Our stocks market is always irrational over the past.

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    7. 睇勢,光大供股價$6隨時會跌穿

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    8. 其實,我不清楚股價為何跌。
      我需要時間了解下,我不會認為供股是負面,最多是中性。

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    9. 以我睇法,呢種跌法(業績佳,價大跌)似基金班師回朝再引發孖展斬倉

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    10. 不過我十分喜歡見到呢種大平賣既情況,一年可能得一至兩次。光大257好似近呢幾年都好少做清貨大減價,所以我都買。

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    11. 基金回朝更加好,他無錢,你有錢,怕怎麼。

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    12. 我暫時應付緊地產股及新興增長股,無時間理佢住。
      如無意外,我會供,我持貨不多,我持有已幾年。

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    13. 如你持有幾年,應該現價比你成本價要平了。

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    14. 一般有增長的公司,股價都會升,佢這幾年增長不錯。
      要提防多是槓桿及現金流,佢行業前景不是問題。

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  5. 回覆
    1. 排緊隊
      佢匯壐開高一成,good
      佢與嘉里個倉重建,有聲氣,good

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