11/07/2017

7/11/17 投資日誌 沽出合生元



大市再衝高位,沽出非核心股票-合生元。相信近三年才炒股的朋友應未聽過此公司。

這股票已持有數年,主營嬰兒奶粉,近年收購澳洲營養食品,數年前曾以高速增長,可惜近二年一度進入行業低潮,年內復甦起來,股價大幅反彈,帶來一倍利潤,近日見大市旺,沽出一半持股。

我對國內的食品仍未有充足的信心,希望有朝一天不會被外國貨比下去。

當然,我不是買入所有股票都能順利離場,日後會再介紹一些蝕本貨,現時未有頭緒處置誰,一有動作,會再作解釋。



22 則留言:

  1. 價兄不簡單,合生這隻殘股也賺一倍,這時候去蕪存菁對了,留下核心的一群

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    1. 我會繼續買入地產股,這是其本人現時策略。
      非也,我亦持不少蝕本貨,一樣要處理,但下個Round先。
      當然亦有不少創新高,或數倍股。

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  2. Student says:

    Value Sir,

    Good deal! ^_^



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    1. 升市時,較易優化組合。

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    2. Student says:

      Value Sir,

      Mr. PL Kwok of 016.HK just disclosed the company's shares may be sub-divided into smaller lot.

      I am neutral for this idea because it adds no value to the company.

      I prefer it exercises "shares buy-back scheme" like 1113.HK or announces pay "1 for 10" bonus shares like 012.HK.

      Anyway, it's better than doing nothing in nowadays stock market.

      Good Luck to 016.HK !

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    3. 我不想因此而刺激起股價,因我很可能即將會出手。
      我對分紅股無意見,但我不想股權結構太複雜,因為無需要為做而做,花多些時間在本業。

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    4. Student says:

      I agree with you "buying more 016.HK" because its market price is not matched with HS Index (now already over 29000).

      Please let us know when you take the action ... I may follow you. Haha!

      Good Good Luck! ^_^

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    5. 我現在子彈充裕,相對樓市,股價升幅好平穩。
      很期待北角及匯壐出場。

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    6. Student says:

      Do you want to buy any one of these new apartments?

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    7. 不會,但我期待新地的佳績。

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    8. Student says:

      016.HK has been giving us quite good financial results over past year(2016/17), but the management are relatively conservative.

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    9. 保守無問題,我會派D卒仔進取D上戰場。
      但佢最近買咗件酒店都唔平。
      佢都幾肯投資酒店,北角嗰邊都有間新開。

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  3. Student says:

    Value Sir,

    Now 016.HK with HK$3 dividends (ex. div. on 13Nov) ... Do you want to buy it today/now ?

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    1. 除淨後。
      但最終亦要視乎股價走勢。
      我沒有迫切性,我更沒有散戶可財息兼收這思維。

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    2. 我持有的現金比數月前更充裕,信置及新地很快更會派息。

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  4. Student says:

    I think investors(whether short run or long run) should take into accounts "dividends income" when consider buying/holding a listed stock.

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    1. Student says:

      Besides, it's not the matter of cash. Isn't it?

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    2. 其實,我不太明白這議題。
      對我來說,股價已充份反映派息除淨因素。很多時,除淨前更多買盤。

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    3. 現金多只說明我有更多的選擇及主導權。

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    4. Student says:

      Value Sir,

      I believe "value".

      But the market is always full of "speculative investors" emotional buying/selling which makes a stock's market price often "not reflecting" its "value".

      These make value investment "a little" complicated.

      I hope you will be successful! (Me too! ^_^)

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    5. 一般正常派息2%不會太影響。
      派特色時機會較大找到市場缺口。

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